Marketo Sync: Lead Owner Question: Personalisation | Adobe Higher Education
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A
Anonymous
February 2, 2017
Vraag

Marketo Sync: Lead Owner Question: Personalisation

  • February 2, 2017
  • 2 reacties
  • 4401 Bekeken

Marketing Community:

Do you know if I change the “Marketo Sync” Name in SFDC to be something else if it will Mess up the sync? We are doing a lot more personalisation for sign-offs in email’s and if a name/lead doesn’t have a lead owner it defaults to "marketo sync." Is there a work around here that's easy where I do not have to have magical developer powers??

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2 reacties

Dory_Viscoglio
Dory_Viscoglio
Level 10
February 2, 2017

Hey Allison, this is a great use case for velocity scripting. You can use the lead owner name if it isn't Marketo Sync, and if it is Marketo Sync you can have it add a different value.

SanfordWhiteman
SanfordWhiteman
Level 10
February 3, 2017

Please move the thread to Products​ as it's Marketo-product-specific.

Like Dory said, Velocity is the way to go. Whether you consider this magical is up to you :

##----SET DEFAULT DISPLAY NAME----
#set( $defaultLeadOwnerFriendly = "Your Rep" )
##
##----SET SPECIFIC NAMES TO TREAT AS BLANK----
#set( $deFactoEmpty = [ "Marketo Sync", "Obsolete Owner" ] )
##
##----NO NEED TO EDIT BELOW THIS LINE!----
#set( $leadOwnerFriendly = "$!{lead.Lead_Owner_First_Name} $!{lead.Lead_Owner_Last_Name}" )
#set( $leadOwnerFriendly = $leadOwnerFriendly.trim() )
#if( $leadOwnerFriendly.isEmpty() || $deFactoEmpty.contains($leadOwnerFriendly) )
  #set( $leadOwnerFriendly = $defaultLeadOwnerFriendly )
#end
${leadOwnerFriendly}
A
Anonymous
February 6, 2017

How do I move this to marketo products?

Also, where do I put the script code you wrote above?

SanfordWhiteman
SanfordWhiteman
Level 10
February 6, 2017

There should be a "Move" link on the right nav bar when you edit the post.

Velocity ("Email Script") tokens are added, like the other {{my.token}} types like Text*, Rich Text/HTML, and Calendar tokens, at the Folder or Program level.

Then you reference them in your email by the token name: {{my.leadOwnerDetector}} for example.

* A Velocity token without any special code and just the one line "hello" is basically identical to the Text token "hello." It's with the addition of #set and #if conditions that Velo comes alive.

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