Send the same email (with variable tags) twice to the same contact? | Community
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Cube84_Developm
Cube84_Developm
Level 1
December 8, 2016
Question

Send the same email (with variable tags) twice to the same contact?

  • December 8, 2016
  • 3 replies
  • 5929 views

We have a scenario where we are trying to automate the renewal notification process by sending emails to the billing contacts of the opportunities that are due for renewal. In some cases the billing contact is the same for multiple accounts and hence the same for the opportunities. In this scenario, I would like to send two emails to this contact; one for each account. How can I achieve this in Marketo?

Any quick help is greatly appreciated.

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3 replies

Devraj_Grewal
Devraj_Grewal
Level 10
December 8, 2016

I would move this discussion to Products​.

Is the billing contact just one contact in SFDC? If it's two different contacts, one for each account, then you can send the same email to the contact and it's company name can be tokened to distinguish them.

SanfordWhiteman
SanfordWhiteman
Level 10
December 8, 2016

Hmm, remember how Marketo deals with duplicates within the same batch: if two leads with the same email address qualify, only one of them (the oldest one) gets the email.  This will work in a trigger scenario, however.

Andy_Varshneya1
Andy_Varshneya1
Level 7
December 9, 2016

I assume a running scheduled batch based on renewal date should handle this just fine unless the two contracts also have the same renewal date in which case they'll only get that 1 email.

Simple solution (though maybe not ideal depending on your perspective): modify the two emails slightly by using a "+" sign so that you fool Marketo into thinking they're different email addresses e.g. person+account1@company.com and person+account2@company.com.

Cube84_Developm
Cube84_DevelopmAuthor
Level 1
December 9, 2016

Thanks every one for your comments! I will try the trigger solution and see if that works.

A
Anonymous
December 14, 2016

The solution that @Grégoire Michel mentioned was actually presented in Melbourne Marketo User Group by David Kreitter <dkreitter@marketo.com> on Tuesday as he had encountered companies who want to send to same email twice. Example he gave was a. couple who use same home email address and company want to send same email to both Susan Doe and John Doe and hence one email is sent Dear Susan ... and the other is Dear John ....

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