Needing to send an email using account specific info

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Needing to send an email using account specific info

Hello! I am looking to see if it is possible to send an email to account specific emails. For example: We have information where we need to send ten emails to ten accounts with account specific information. The problem is that those ten accounts are different but the main contact/email for the ten accounts is the same. However, we want to be able to send ten emails to the customer with each account specific information. Any thoughts on this? 

Thanks. 

4 REPLIES 4
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Level 10 - Community Moderator

Re: Needing to send an email using account specific info

You can only send to the system Email Address field.

If your concern is that a single Send Email will only go to one of the recipients (which is true) then break up the email into individual Request Campaign steps. These will not be consolidated, they will all go out.

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Re: Needing to send an email using account specific info

Thank you! Can you tell me how to set one of those up? 

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Level 10 - Community Moderator

Re: Needing to send an email using account specific info

Search the docs and the community for Request Campaign, that'll give you a start.

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Level 10 - Champion Alumni

Re: Needing to send an email using account specific info

  • Smart Campaign 1: Select Account 1: Send Email 1
  • Smart Campaign 2: Select Account 2: Send Email 2

If you have a specific identifier for each account rather than just an email address you can do this. You could also run a single flow but you would need 10 Choice Steps within the Send Email Step

   

Select all 10 accounts

Send Email: if Account 1, Send Email X, if Account 2, Send Email X

You may find it works better with 10 email assets, but it should work with 1 email asset and 10 choice steps if you select the accounts correctly.