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Emails from Rep

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Anonymous
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Emails from Rep

When we were integrating, I thought we were told that any emails that went out that were current customers (pulled from Contacts in SFDC) would 'come from' the rep.  I see now that that is not automatic.  Where do I set that so my future communications don't come from just me?
Thank you!
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Anonymous
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Re: Emails from Rep

Hi Melinda,
do you have the Contact Owner synced to your database?
If yes, just use the data field and set in the email settings the sender name etc as a Token (just Drag and Drop into the Fields where you need a token) like that:
From Name: {{lead.Lead Owner First Name}} {{lead.Lead Owner Last Name}}
From Email: {{lead.Lead Owner Email Address}}
You can also set default values for users where you don't have a Lead Owner.

Hope that helps.

Best regards

Steffen

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Anonymous
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Re: Emails from Rep

Hi Melinda,
do you have the Contact Owner synced to your database?
If yes, just use the data field and set in the email settings the sender name etc as a Token (just Drag and Drop into the Fields where you need a token) like that:
From Name: {{lead.Lead Owner First Name}} {{lead.Lead Owner Last Name}}
From Email: {{lead.Lead Owner Email Address}}
You can also set default values for users where you don't have a Lead Owner.

Hope that helps.

Best regards

Steffen

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Level 10 - Champion Alumni

Re: Emails from Rep

Melinda,

Nothing in Marketo is "automatic" unless you TELL marketo to make it so. It's very customizable and having emails look like they are coming from the Rep is just one option.

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Anonymous
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Re: Emails from Rep

Thank you both!  I am learning that 🙂  It does make sense that you'd have to program it somehow.  I tested it out and it is as you say.  Thanks again!