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How do I create a token that pulls values from a field in a list I've imported, but not added to the lead record?

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How do I create a token that pulls values from a field in a list I've imported, but not added to the lead record?

Hello Marketo Community -

I want to test an email to customers where I show them what areas their contractor specializes in - for instance, Alice (Customer) has hired Bob (Contractor) to help with setting up email marketing campaigns. Alice would receive an email asking how that project is going and then saying, "Bob can also help you in other areas. Bob's specialties include: SEM, SEO, Google Analytics." The idea here is to encourage the recipient to discuss new projects with their contractor hopefully resulting in repeat business.

I do not have my contractor specialties in Marketo. What I would like to do is import a list from our data warehouse that would contain:

  • Recipient First Name
  • Recipient Email Address
  • Recipient Project Name
  • Recipient's Contractor's First name
  • Recipient's Contractor's List of Specialties

I do not want to add Project Name & List of Specialties into Marketo fields at this time - I want to build tokens to personalize the message and directly reference the values within the list I imported.

Is that possible?

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Level 4 - Champion

Re: How do I create a token that pulls values from a field in a list I've imported, but not added to the lead record?

Hi Doug,

If you're going to use tokens in Marketo you need to have the values in the system in one way or another.

To get the values into the system, you'd need to execute in one of two ways, create fields to house project & specialties data OR use local tokens in the program that have values in them.

Screen Shot 2017-09-05 at 4.33.41 PM.png

If each project & specialties is going to be different or extremely varied then using local tokens is going to be hard as you'd have to play with dynamic content or different emails for each set which (IMHO) kills the whole purpose of tokens. As an alternative to creating new fields specifically for this campaign that you're then saddled with for all time, you can use the different route of creating two or three new temp fields:

TempSend_01

TempSend_02

TempSend_03

When you import you would write to those fields and then use the token {{lead.tempsend_01}} etc in your email. Once the campaign is done, or as a final flow step (see below), you can NULL the values out and use the fields in the future as needed.

Screen Shot 2017-09-05 at 4.29.36 PM.png

View solution in original post

5 REPLIES 5
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Level 4 - Champion

Re: How do I create a token that pulls values from a field in a list I've imported, but not added to the lead record?

Hi Doug,

If you're going to use tokens in Marketo you need to have the values in the system in one way or another.

To get the values into the system, you'd need to execute in one of two ways, create fields to house project & specialties data OR use local tokens in the program that have values in them.

Screen Shot 2017-09-05 at 4.33.41 PM.png

If each project & specialties is going to be different or extremely varied then using local tokens is going to be hard as you'd have to play with dynamic content or different emails for each set which (IMHO) kills the whole purpose of tokens. As an alternative to creating new fields specifically for this campaign that you're then saddled with for all time, you can use the different route of creating two or three new temp fields:

TempSend_01

TempSend_02

TempSend_03

When you import you would write to those fields and then use the token {{lead.tempsend_01}} etc in your email. Once the campaign is done, or as a final flow step (see below), you can NULL the values out and use the fields in the future as needed.

Screen Shot 2017-09-05 at 4.29.36 PM.png

View solution in original post

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Re: How do I create a token that pulls values from a field in a list I've imported, but not added to the lead record?

Thanks Andy - I was afraid of that. This is going to be a challenging test to pull off. Thanks for answering!

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Level 10 - Community Moderator

Re: How do I create a token that pulls values from a field in a list I've imported, but not added to the lead record?

If each project & specialties is going to be different or extremely varied then using local tokens is going to be hard as you'd have to play with dynamic content or different emails for each set which (IMHO) kills the whole purpose of tokens.

Mmm, not really hard.  A single Velocity ("Email Script") token can hold all the Contractor Names and Specialties, allowing you to maintain this in one place. Then Velocity in the email can look up the Recipient's Contractor and output the info. This is by far my preferred approach.

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Re: How do I create a token that pulls values from a field in a list I've imported, but not added to the lead record?

Thanks Sanford - that does sound easier. I'll see if it's something my team can help me with - that's beyond my skill I think. Do you have any documentation you could point me toward on that front?

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Level 10 - Community Moderator

Re: How do I create a token that pulls values from a field in a list I've imported, but not added to the lead record?

If you search my posts here for "Velocity" you'll see tons of examples!