Formula Field Use in Batch Emailing? | Community
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A
Anonymous
November 25, 2013
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Formula Field Use in Batch Emailing?

  • November 25, 2013
  • 1 reply
  • 987 views
Right now, I have a field in Salesforce which references a 13-digit SFDC ID for my sales rep. I created a formula field in Marketo to translate those fields into human readable-names and would like to include them in emails for personalization, but keep running into errors where batch emails can't process the formula.

I realize the standard answer to this is to make different Smart Lists/emails, but I have 16 sales reps and this would be quite cumbersome. Is there any way to either have the IDs translate by Marketo in a more native manner or be able to deploy the name display in a batch email?
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Best answer by
Hi Courtney,

I think an Email Scripting Token might be the best way to accomplish this.

You could create an email scripting token at the very top folder where you would need it and then use the same token throughout wherever you need their name.

You might be able to use something similar to the following code to accomplish your goal:

#if (${lead.SalesRepID}=="0000000000001")
Aaron Anderson
#elseif (${lead.SalesRepID}=="0000000000002")
Betsy Beaver
#elseif (${lead.SalesRepID}=="0000000000003")
Carson Carter
#elseif (${lead.SalesRepID}=="0000000000004")
Debbie Dobson
#elseif (${lead.SalesRepID}=="0000000000005")
Eric Eames
#elseif (${lead.SalesRepID}=="0000000000006")
Frank Ferguson
#elseif (${lead.SalesRepID}=="0000000000007")
George Gunter
#elseif (${lead.SalesRepID}=="0000000000008")
Henry Horton
#elseif (${lead.SalesRepID}=="0000000000009")
Isaac Inman
#elseif (${lead.SalesRepID}=="0000000000010")
James Johnson
#elseif (${lead.SalesRepID}=="0000000000011")
Kellie Krane
#elseif (${lead.SalesRepID}=="0000000000012")
Lisa Lane
#elseif (${lead.SalesRepID}=="0000000000013")
Matt Moser
#elseif (${lead.SalesRepID}=="0000000000014")
Neil Northington
#elseif (${lead.SalesRepID}=="0000000000015")
Opie O'Malley
#elseif (${lead.SalesRepID}=="0000000000016")
Patrick Patterson
#else
Your Sales Team
#end

(You should just have to paste it into the email scripting window!)

1 reply

A
Anonymous
Accepted solution
November 25, 2013
Hi Courtney,

I think an Email Scripting Token might be the best way to accomplish this.

You could create an email scripting token at the very top folder where you would need it and then use the same token throughout wherever you need their name.

You might be able to use something similar to the following code to accomplish your goal:

#if (${lead.SalesRepID}=="0000000000001")
Aaron Anderson
#elseif (${lead.SalesRepID}=="0000000000002")
Betsy Beaver
#elseif (${lead.SalesRepID}=="0000000000003")
Carson Carter
#elseif (${lead.SalesRepID}=="0000000000004")
Debbie Dobson
#elseif (${lead.SalesRepID}=="0000000000005")
Eric Eames
#elseif (${lead.SalesRepID}=="0000000000006")
Frank Ferguson
#elseif (${lead.SalesRepID}=="0000000000007")
George Gunter
#elseif (${lead.SalesRepID}=="0000000000008")
Henry Horton
#elseif (${lead.SalesRepID}=="0000000000009")
Isaac Inman
#elseif (${lead.SalesRepID}=="0000000000010")
James Johnson
#elseif (${lead.SalesRepID}=="0000000000011")
Kellie Krane
#elseif (${lead.SalesRepID}=="0000000000012")
Lisa Lane
#elseif (${lead.SalesRepID}=="0000000000013")
Matt Moser
#elseif (${lead.SalesRepID}=="0000000000014")
Neil Northington
#elseif (${lead.SalesRepID}=="0000000000015")
Opie O'Malley
#elseif (${lead.SalesRepID}=="0000000000016")
Patrick Patterson
#else
Your Sales Team
#end

(You should just have to paste it into the email scripting window!)
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