If lead owner value not available but account value available? | Community
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Eric_Salamon1
Eric_Salamon1
Level 6
May 23, 2014
Solved

If lead owner value not available but account value available?

  • May 23, 2014
  • 4 replies
  • 1371 views
In the email design we are using tokens to make the from and reply to fields the email addresss of the account/ lead owner, but these are 2 seperate pieces of information. Is it possible to make an if statement using the token informaiton? Additionally if neither exist I want the default value to = generic email and information.

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Best answer by devancalhoun18
It might be more work if you're doing this over and over but for a one-time situation, you could send the two emails separately -- one with the smart list of SFDC type = Lead, one =Contact and have a different token in each.

You could also create segments and then use dynamic content to determine if the token is Lead Owner or Account owner.

4 replies

A
Anonymous
May 23, 2014
Hi Eric,
I may be wrong but I don't think that this will work.

I would just assign the leads to the account owner.

Best regards

Steffen
Eric_Salamon1
Eric_Salamon1Author
Level 6
May 23, 2014
That would involve Changing the lead from a lead to an account which we don't want to do untill they have been qualified.
Is there a way in marketo to run that type of if statement? if it isn't is it possible for Marketo to encode basic excel functions to the field?
A
Anonymous
May 23, 2014
Hi Eric,
no I don't mean "converting" a Lead to a account (will be a contact and not a account in Salesforce anyway...) what I mean is to give leads which don't have a Lead Owner the Account Owner as a Lead Owner. Hope this makes it more clear... (and I'm not sure this works, was just my first idea)

It is possible to have a Token which takes the Lead Owner and with a fallback if there is not Lead Owner to take a default value. But I don't think it's possible to have a Token which looks for the Lead Owner with a fallback to Account Owner and if there is also no Account Owner to fallback to a Default Value. I may be wrong on this.

Best regards

Steffen
D
devancalhoun18Accepted solution
Level 3
May 23, 2014
It might be more work if you're doing this over and over but for a one-time situation, you could send the two emails separately -- one with the smart list of SFDC type = Lead, one =Contact and have a different token in each.

You could also create segments and then use dynamic content to determine if the token is Lead Owner or Account owner.
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