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Hank_Hansen
Hank_Hansen
Level 5
April 1, 2016
Question

Email Scripting Conditional Logic

  • April 1, 2016
  • 2 replies
  • 2268 views

I read a number of posts and it seems this is the path I should take(?) for my goal but I would like to confirm...

I have a number of emails that I'd like to make dynamic so that the client's product (stored in a custom field) will dictate which head graphic is used. I will also need to change the product name within the body of the email content based on the product.

I'd obviously love to avoid building separate emails. I just need some guidance on how to use logic to look at the product (custom field) and swap out the above mentioned content dynamically within the email.

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2 replies

A
Anonymous
April 1, 2016

I would create segments based on the product field (likely in CRM on the Account layout) and make the header graphic and the body copy in your assets dynamic based on that segment that the program member is in.

    A
    Anonymous
    April 1, 2016

    How many products do you have?

    You can make Marketo segmentation like Mark said.

    or

    You can use Velocity Scripting

    or

    You can keep it simple and use an approach like,

    Let's say you have 3 products

    Red, Green and Yellow.

    Make the header images with names Red.jpg, Green.jpg, and Yellow.jpg. And upload them to Marketo or external server.

    Once you upload them on Marketo design studio, their URLs might be like

    mkto.yourserver.com/rs/xyz-RUR-657/images/Red.jpg

    http://mkto.yourserver.com/rs/xyz-RUR-657/images/Green.jpg

    http://mkto.yourserver.com/rs/xyz-RUR-657/images/Yellow.jpg 

    and so on

    In your email, simply merge the 'product' like

    HTTP://mkto.yourserver.com/rs/xyz-RUR-657/images/{{merge product name here}}.jpg

    Something on these lines.

    I think that would be simple but effective.

    Rajesh

      A
      Anonymous
      April 1, 2016

      ...seems like a segment is going to have legs to be used all over the place.

      Hank_Hansen
      Hank_HansenAuthor
      Level 5
      May 20, 2016

      I've read about segments and it sounds like once you commit a lead to a segment, it's permanent and there's no assigning the lead to a different segment if needed in the future?

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