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A
Anonymous
March 13, 2018
Question

Tokens and Excel Spreadsheets

  • March 13, 2018
  • 3 replies
  • 5074 views

Is it possible to link and or build tokens in an email so they link to specific data elements presented in an Excel Spreadsheet?

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3 replies

A
Anonymous
March 13, 2018

More accurately, how can you link Marketo tokens  to certain data fields in a spreadsheet that has been imported as a list (local asset) in marketo?

Dan_Stevens_
Dan_Stevens_
Level 10
March 13, 2018

You don't "link" tokens to the data fields in Marketo, but rather EVERY data field - within a lead record - is available as a lead/person token.  For example, if you import an Excel spreadsheet containing name, email, country and company, you can use the following tokens to reference the values of that lead record:

{{lead.first name}}

{{lead.last name}}

{{lead.email}}

{{lead.country}}

{{lead.company}}

A
Anonymous
March 14, 2018

Sounds good.  I figured out how to create custom fields.  Is there a way to build tokens to call from the custom fields for each contact so they can enter data that will change from contact to contact?  I guess this would be similar to the name token but in my case the token should enter a currency/dollar amount that varies from contact to contact.

A
Anonymous
March 14, 2018

Looks like I managed to figure everything out.  Thank you everybody for all of your help.

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 14, 2018

You are welcome

Pls mark the question as answered.

-Greg

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