Re: Auto-populate email content with data from Excel file?

Anonymous
Not applicable

Auto-populate email content with data from Excel file?

Hello Marketo Users,

Is it possible to populate email content with data that is pulled from an excel? I hope to send out an email campaign this week. Within the email I would like to state our partners sales target but this data is not in Salesforce. Any way we can auto-populate it?

Thanks a lot

Fergal

3 REPLIES 3
Anonymous
Not applicable

Re: Auto-populate email content with data from Excel file?

Hi Fergal

You could create custom fields in Marketo for each column in the Excel file that you're looking to include in the email. And then import that data into those fields.  Then you could use lead tokens to include information such as the parters sales target into the body of the email.

Hope that helps.

Bronwen

Anonymous
Not applicable

Re: Auto-populate email content with data from Excel file?

Thanks a lot Bronwen - I'll try this out!

Best regards,

Fergal

Madhu_Gulati2
Level 3

Re: Auto-populate email content with data from Excel file?

Yes, Bronwen's solution looks good!