How would you recommend building a campaign in MKTO and SFDC with multiple email address's | Community
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Monica_Koran
Monica_Koran
Level 3
June 11, 2019
Question

How would you recommend building a campaign in MKTO and SFDC with multiple email address's

  • June 11, 2019
  • 1 reply
  • 3354 views

We are a college and have a bit of a complex situation where we have a students record in SFDC that is synced over to MKTO and we want to email the students parents.  Oh yeah and we want this to be a triggered campaign just to add a layer of complexity  

We have the parent's information (email etc.) located on a custom object within the students SFDC record. What I can't figure out is how to pull in the parent's email address for delivery.

For example:

Campaign #1

Student registers for orientation:

MKTO: Trigger's an email to student based off of he/she being added to a SFDC custom object AND

Campaign #2

Student registers for orientation

MKTO: (DESIRED ACTION) Trigger an email off to the parents email address that lives on a custom object within the Students SFDC record.

Do you know if I might have to build the parent email campaign in SFDC? and send the email from there?

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
June 11, 2019

Hi Monica,

Sending emails to an alternate address is not that simple. You will need to replace the student email address with the parents', send the email, then replace the email address with the original one. This means you need:

  • To store the student's email address in a proxy field
  • To also have the parent email address in a lead field, since you will not be able to use info from the custom object in a smart campaign flow.
  • Make sure that if an error (hard bounce, soft bounce) arises on the parent's email address, you manage it so that you will not disable the student's address.

It's better to have the parents in stored as contacts (you can segment them through SFDC record types for instance).

-Greg

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