I read a number of posts and it seems this is the path I should take(?) for my goal but I would like to confirm...
I have a number of emails that I'd like to make dynamic so that the client's product (stored in a custom field) will dictate which head graphic is used. I will also need to change the product name within the body of the email content based on the product.
I'd obviously love to avoid building separate emails. I just need some guidance on how to use logic to look at the product (custom field) and swap out the above mentioned content dynamically within the email.
I would create segments based on the product field (likely in CRM on the Account layout) and make the header graphic and the body copy in your assets dynamic based on that segment that the program member is in.
How many products do you have?
You can make Marketo segmentation like Mark said.
You can use Velocity Scripting
You can keep it simple and use an approach like,
Let's say you have 3 products
Red, Green and Yellow.
Make the header images with names Red.jpg, Green.jpg, and Yellow.jpg. And upload them to Marketo or external server.
Once you upload them on Marketo design studio, their URLs might be like
and so on
In your email, simply merge the 'product' like
Something on these lines.
I think that would be simple but effective.
I've read about segments and it sounds like once you commit a lead to a segment, it's permanent and there's no assigning the lead to a different segment if needed in the future?