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Jarom_Hulon
Jarom_Hulon
Level 2
October 17, 2017
Solved

Dynamically Change Email Link Based on Lead Owner

  • October 17, 2017
  • 2 replies
  • 3004 views

Hi everyone,

We are wanting to dynamically change a calendar link in an email based on the lead owner. Do you have any suggestions on the best way to go about this?

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Best answer by SanfordWhiteman

That's a syntax error. You want:

#if( $lead.Lead_Owner__c == "Mark Heldt" )
<a href="https://calendly.com/mheldt">HERE</a>
#end

Also, please use syntax highlighting when posting code.

2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
October 17, 2017

This is a standard use for a Velocity (Email Script) token. If you search my responses for "velocity" you'll see several examples of content switching based on owner.

Jarom_Hulon
Jarom_HulonAuthor
Level 2
October 17, 2017

Thanks  Sanford. This is all pretty new to me and I turned out what I have below. It currently isn't working, so if you have anything else to point me in the right direction it would be great!

#if ${lead.Lead_Owner__c} == "Mark Heldt")

<a href="calendly.com/mheldt">HERE</a>

#end

#if ${lead.Lead_Owner__c} == "Riley Payne")

<a href="calendly.com/rpayne">HERE</a>

#end

#if ${lead.Lead_Owner__c} == "Michael Dillard")

<a href="calendly.com/michaeldillard">HERE</a>

#end

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
October 17, 2017

That's a syntax error. You want:

#if( $lead.Lead_Owner__c == "Mark Heldt" )
<a href="https://calendly.com/mheldt">HERE</a>
#end

Also, please use syntax highlighting when posting code.

Paul_Johnson
Paul_Johnson
Level 4
February 15, 2018

Use Velocity Script

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