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A
Anonymous
March 22, 2013
Solved

Links to tokens

  • March 22, 2013
  • 4 replies
  • 1141 views
I would like to make a "contact me" clickable link go to a token (lead owner email).  How can this be done?
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To make a link clickable with a token. Highlight "Contact Me" and click on the link button.

Then for the link url use the token: {{lead.Lead Owner Email Address:default=edit me}}
(that is the token if using Salesforce, not sure if it is different for other CRMs)

I would place a default in the edit me section just in case a record does not have a lead owner.

4 replies

A
Anonymous
Accepted solution
March 22, 2013
To make a link clickable with a token. Highlight "Contact Me" and click on the link button.

Then for the link url use the token: {{lead.Lead Owner Email Address:default=edit me}}
(that is the token if using Salesforce, not sure if it is different for other CRMs)

I would place a default in the edit me section just in case a record does not have a lead owner.
    A
    Anonymous
    March 22, 2013
    Also note that in order to test the link to make sure it is working, you need to send it out through a campaign not through a test.
    A
    Anonymous
    March 22, 2013
    Thanks!  that's super-helpful.  One more quetion...  So, if I want the link to be an email address do I type in the "Link URL" box:
    mailto: first and then the token?

    mailto:{{lead.Lead Owner Email Address:default=info@mycompany.com}}



    A
    Anonymous
    March 22, 2013
    Yes, that way it will automatically open up a new email.

    Sorry for not including that before.
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