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Custom {{company.}} tokens?

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Custom {{company.}} tokens?

Hi everyone, I'm working on a dynamic 1:1 email that will look like they are coming from the account managers. I've implemented majority of the tokens I need to get this going, but I didn't see a Account Owner Phone Number token.

Currently in the signature I have:

{{company.Account Owner First Name}} {{company.Account Owner Last Name}}

{{company.Account Owner Email Address}}

Does anyone know if there is a way to setup a company token at all or are they always pre-defined by Marketo?

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Re: Custom {{company.}} tokens?

Thanks everyone, this was a false alarm. I found it under the lead token:

{{lead.Lead Owner Phone Number}}.

It is populating appropriately from Salesforce. Thanks for the help everyone.

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Re: Custom {{company.}} tokens?

I believe you can't do that, and the workaround would be to create a lookup field on the contact object in SFDC that mirrors the phone number on the account object.

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Re: Custom {{company.}} tokens?

Keep in mind that lookup fields don't cause the System Mod Stamp to be updated so the value in that field would not sync to Marketo until some other change to the record caused the SMS field to be updated.  At that point the lookup field value would be synced along with all other fields on the record.

John

Re: Custom {{company.}} tokens?

Hi Ayan,

John is right, though in your case the problem will only occur when you change the owner's phone number, which may not occur that so often.

If you change the owner (reassign the account to another owner), then the lookup WILL be updated.

-Greg

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Re: Custom {{company.}} tokens?

Thanks everyone, this was a false alarm. I found it under the lead token:

{{lead.Lead Owner Phone Number}}.

It is populating appropriately from Salesforce. Thanks for the help everyone.

View solution in original post