Tokens to send emails to account owners/opportunity owners | Community
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Diana_Jakubaity
Diana_Jakubaity
Level 4
January 10, 2018
Question

Tokens to send emails to account owners/opportunity owners

  • January 10, 2018
  • 2 replies
  • 2298 views

Hi,

Is there a way to use tokens in order to trigger people that the email should go to? In this case, we would like to send internal emails to account/opp owners without manual effort.

Many Thanks,

Diana

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2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
January 10, 2018

Sure, if you have email fields storing those other addresses, they'll work in the "To other" box for a Send Alert flow step. Note this works for trigger SCs only (which is likely what you're already using).

keithnyberg
keithnyberg
Level 7
January 11, 2018

Hey Diana,

This is usually accomplished using the OOB Sales Owner or Account Owner options available in the Send Alert flow step as Sanford mentioned.

If you don't have these fields mapped to your CRM and have custom fields, you can always select "None" and insert a token for an email address of your preference and it will work assuming that field is an email address. We actually do this as the Sales/Account Owner fields are not equipped to map to our assigned user fields in Sugar.

Another option is to build smart lists for each users geo and then use choices in the flow step to send the alert to each owner based on geo, but this isn't bulletproof as accounts/opps don't always stay with the rep managing a specific geo.

Hope this helps.

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