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Geno_Tokarz1
Geno_Tokarz1
Level 2
March 21, 2017
Question

Personalize lead owner photo using tokens in emails

  • March 21, 2017
  • 3 replies
  • 5248 views

In the email tokens, I see the facebook and linked-in lead photo URL tokens. But if I send an email to a client, I would want to put a photo of the account rep (lead owner) in the closing. Not a picture of the lead receiving the email. I think it would be a nice personalization to the email. Unfortunately, I do not see a way to accomplish this. Any way to use the SFDC contact owner photo in an email?

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3 replies

Devraj_Grewal
Devraj_Grewal
Level 10
March 21, 2017

Geno,

You could create a snippet with the uploaded image of the lead owner and make the email dynamic.

More info: Create a Snippet - Marketo Docs - Product Docs

    Josh_Hill13
    Josh_Hill13
    Level 10
    March 21, 2017

    Hi Geno,

    There were some threads on this if you look up Lead Owner photo or signatures.

    Some ideas:

    • upload photos to Marketo
    • Note URLs in a sheet
    • Create a Marketo only field called Lead Owner Photo URL
    • Create a Segmentation by Lead Owner (assumes you have under 100 owners.
    • Create a Snippet that's DYnamic based on Lead Owner Email Address
    • Add Signature Snippet to your emails.

    The other way may be to do Steps 1,2, then create a SFDC Lead/Contact field that syncs to Marketo, upload the URLs there and make it Dynamic based on Lead Owner (within Apex code on SFDC). Requires some amount of maintenance.

    There are steps I'm sure I missed, but that's the idea.

    Dan_Stevens_
    Dan_Stevens_
    Level 10
    March 21, 2017

    We do this today using some of the info that Josh suggested:

      Iryna_Zhuravel4
      Iryna_Zhuravel4
      Level 6
      July 16, 2018

      You could also do it through a velocity token (my personal preference), this method gives more flexibility in defining the logic; also I am just not a big fan of creating segmentations when I don't have to.

      Here is more on this topic Velocity script tokens as an alternative for dynamic content

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