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rish_tracktik
Level 2
September 30, 2020
Solved

Personalized Emails by our Sales Reps

  • September 30, 2020
  • 2 replies
  • 2356 views

Hi Everyone,

 

I am fairly new to Marketo and looking to get some direction around what I am trying to achieve here. We have a dedicated team of our Customer/Client success managers(CSM's) and each has its own accounts. Till now, we used one default email address to send emails to all clients. We want advanced functionality and the emails should come from respective CSM's to their own accounts. 

I can create one email and create different versions of that email with different CSM addresses and signature but this approach takes a lot of time. Is there a way around to do this quickly? The account that is owned by a respective CSM, we use a custom field called "Owner" to identify whose account it is.

Thanks

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Best answer by Nitin_Sharma1-2

You can save the CSM Email address and signature in the corresponding lead like use custom field to save their email and signature and then use the {{lead.token}} to get the personalized email as per client.

 

So, just create a few fields as below:

 

Lead owner Name

Lead owner Job Title

Lead Owner Email

 

Reference these fields in your email using {{lead.field}} token.

 

 

 

2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
September 30, 2020

Use the corresponding {{lead.token}} as the From:, simple as that.

    Nitin_Sharma1-2
    Nitin_Sharma1-2Accepted solution
    Level 2
    September 30, 2020

    You can save the CSM Email address and signature in the corresponding lead like use custom field to save their email and signature and then use the {{lead.token}} to get the personalized email as per client.

     

    So, just create a few fields as below:

     

    Lead owner Name

    Lead owner Job Title

    Lead Owner Email

     

    Reference these fields in your email using {{lead.field}} token.

     

     

     

    Thanks,Nitin Sharma
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