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Re: Sending a monthly email to people who fill out a form online.
Sanford Whiteman Aug 26, 2016 11:14 PM (in response to PROD - Deborah Strange)Are you planning to update a lead-level field for every applicable lead, even though it's going to have the same value? That's really convoluted. Use a program token.
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Re: Sending a monthly email to people who fill out a form online.
PROD - Deborah Strange Aug 27, 2016 12:23 PM (in response to Sanford Whiteman)Hi Sanford. Thanks for the quick response. I'm new to Marketo. Can you point me to documentation that would describe how this would work or could you go into detail? I'm not sure how the token can be used to substitute for an email name. I'm also not sure how to make it dynamic enough to automatically change each month.
I may be thinking about it differently than you mean.
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Re: Sending a monthly email to people who fill out a form online.
Jenn DiMariaAug 29, 2016 5:43 AM (in response to PROD - Deborah Strange)
Sanford is right that a Program Token would be the best way to go for this. You would just go into the Program and create a text token called something like "Whitepaper Download" that you can change every month (to, say, JUNE.PDF). The link in your email would look something like:
http://info.YOURCOMPANY.com/{{my.Whitepaper Download}}
Then before sending your email, you would just change the token to the next month (JULY.PDF) and it will update automatically for everyone on your Smart List.
More information about my.tokens can be found in the product docs:
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Re: Sending a monthly email to people who fill out a form online.
Matthew Varone Aug 29, 2016 1:57 AM (in response to PROD - Deborah Strange)Im a little confused with this post. Are you concerned with duplicates. i.e. you dont want the people that fill out the form to receive an email twice?
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Re: Sending a monthly email to people who fill out a form online.
PROD - Deborah Strange Aug 29, 2016 6:04 AM (in response to Matthew Varone)Jenn, thanks for the explanation. It's been very helpful. It sounds like there isn't a way to set it up to automatically run each month with the new email. Modifying the token each month will be the best way to handle it.
Matt, I wasn't concerned about duplicates. My concern was how to setup a process that would automatically update itself without being touched. It sounds like that is not possible within the platform.
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Re: Sending a monthly email to people who fill out a form online.
Jenn DiMariaAug 29, 2016 6:10 AM (in response to PROD - Deborah Strange)
There are a couple ways you could go about setting monthly batch campaigns to run and change the value for you, but that requires creating new fields and managing some other items upfront. In this case, I'd do it manually for the first couple runs just to make sure it's working the way you'd like and everything is trackable.
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