Can I Create Custom Tokens from the Opportunity Table?

[Anonymous]

Hi,

I have added a number of custom fields to the Opportunity table (actually called Order in my instance).  One of which is called "Reservation End Date."  I'd like to trigger a wait step in a Smart Campaign like so:

3 days after {{opportunity.Reservation End Date}} at 10:00 AM PST

Looks like I can only create this type of token from:

{{lead.

{{company.

{{system.

Further, I can only create custom tokens using a static date field.

Any ideas here?

Cheers,

Clare

[Grégoire_Miche2]

Hi Claire,

No, that is not possible. Just imagine that a given Marketo lead might be involved in 2 or more opportunities. In this case, what would the token render ?

But you could also create your own tokens for programs (Understanding My Tokens in a Program - Marketo Docs - Product Docs ). Amongst the program token type are email scripts, only for emails. See here for the velocity tokens : Email Scripting » Marketo Developers 

-Greg

[Tim_Langlois1]

Since you can't use opportunity fields as tokens as mentioned, one solution is to mirror that opp field on the contact record.

So have your CRM admin create a custom field on the contact object called Reservation End Date and a workflow or trigger that populates the custom contact field from the custom opp field. Then that custom contact field will come into Marketo and you use it as a standard token as you want.

Keep in mind though that if a contact has more than one opp they could also have multiple reservation dates.