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A
Anonymous
January 16, 2013
Question

Making signatures rep-specific

  • January 16, 2013
  • 3 replies
  • 1284 views
What is the best way to make a signature rep-specific within both emails sent within Marketo by Marketing and within SFDC by Sales?

Do you recommend using tokens or snippets?

Also, what is the best way to include an image of the rep in the signature?

Thank you!
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3 replies

A
Anonymous
January 16, 2013
Example: 

Sincerely,

{{lead.Lead Owner First Name:default=John}} {{lead.Lead Owner Last Name:default=Smith}}
{{lead.Lead Owner Job Title:default=Sales Exexcutive}}
Phone: {{lead.Lead Owner Phone Number:default=800-555-5555}}

To include an image with the signature, you'll need to have a string field containing a URL to a rep image, and then call that token in the HTML code. Something like:

<img alt="Sales Rep Photo" src="http://{{lead.Lead Owner Photo URL:default=www.yourwebsite.com/generic-rep-image.jpg}}" />
A
Anonymous
January 18, 2013
I recommend using Tokens, such that if the lead owner changes, or some detail like the owner's number changes, you don't have to go in and edit the snippet each time.
A
Anonymous
January 18, 2013

Suzanne:

You can also read through this other Discussion item for other ideas on how to accomplish this. Adam's solution uses tokens, as Adam suggested above.

Ei-Mang
 

 

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