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Kelly_Harman1
Kelly_Harman1
Level 2
November 30, 2018
Question

Tagging emails with project numbers

  • November 30, 2018
  • 1 reply
  • 4216 views

We use a lot of project numbers/tactic numbers. What is the best way to tag and email with this code without having it be part of its name? I need it somewhere that the API can pick it up and add it into CRM. Thoughts?

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1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
November 30, 2018

You need to be explicit about what you mean by "tag." I assume you cannot use program tags because of the dynamic range of values. Where do you want to see/report on this data? Explain your business reqs in full.

Kelly_Harman1
Kelly_Harman1Author
Level 2
December 1, 2018

Correct. It can't be program tags because there would be a new one for each email. I don't need to see it in reporting but we do need to pass it through to CRM since the #s are tied to campaigns in CRM. We use Eloqua today (switching to marketo) and we display it in the email name but I was trying to get away from that. Are there better options for tying tactic numbers to things? That's why I was hoping I could use a tag of some sort for this data.

SanfordWhiteman
SanfordWhiteman
Level 10
December 1, 2018

You still need to extrapolate on "through to CRM" which has many, many variations. How are you syncing campaigns in general to CRM? How are you syncing email assets + send activities?

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