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I have a similar question. We use Marketo to email thousands of clients with information customized to them (i.e. pricing specific to them). We need to dynamically cc the corresponding relationship manager for each client so they are aware of these communications. How can we do this?
I saw a post from 2016 where this functionality was not available. (Can I dynamically cc an email using a token?) Is it available now?
The answer is it's still on the horizon. I thought there was a recent feature announcement about this, but can't find it in a search.
For now you can use Send Alert directly following the Send Email step.
Sorry for posting across multiple boards. My first time posting here, still somewhat of a Marketo rookie so please take that into account with my response below.
Unless I'm misunderstanding how Send Alert works, I don't think that will suffice for our needs.
If Client 1 is assigned to relationship manager A and is emailed pricing X, and Client 2 is assigned to relationship manager B and emailed about pricing Y, then we need to inform A about Client 1's pricing, and B about Client 2's pricing (...and so on).
- Is the Send Alert dynamic?
- If so, can I set that up as part of a New Program?
- Or does it have to be set in the flow of a Smart Campaign?
Send Alert is as dynamic as a standard Send. For example, I use Velocity ("Email Script") tokens extensively in alerts to customize them based on characteristics of the original lead.
Alerts are assembled much like regular emails, in the context of the lead that is running through the flow. The difference is that the alert is sent to someone else (and of course is logged differently from a regular email, which is a very good thing as you don't want it to seem like someone was sent an email when it actually went to their assigned rep).
The major quirk w/alerts is that in order to have them sent to an email address that's stored in a field on the lead itself, for example storing the email address in a field like {{lead.Relationship Manager}}, the Send Alert needs to be called from a trigger SC, not a batch SC. This means you may have to call Request Campaign from an initial batch campaign in order to have the secondary campaign be in trigger mode. Alternately, you can use a series of Add Choices in a batch campaign. I don't know how exactly you were going to locate the relationship manager in your case.