We're 100% on the same page. But I think you have the impression that you can do this in fewer clicks than are actually required in Marketo.
You want to create a reusable, let's say, something that dynamically outputs the Calendly link for a lead's Account Manager. That something can be either a snippet or a Velocity ("email script") token.
A snippet doesn't require any code and is the more popular method, but it takes a perhaps surprising amount of (one-time) setup.
A Velocity token is comparatively simple -- in terms of individual steps -- and personally I'd use the token. But I'm a developer so I don't mind working with the rather obscure Velocity language. It's unlikely that this is more comfortable for you given that there is a code-free alternative.
To set up the snippet, you'd:
- Set up a segmentation, let's call it "By Account Manager.".
- Add a segment for each AM, with each Smart List filtering on the value of the Account Manager field (let's call that field literally "Account Manager").
- Add a snippet.
- Segment the snippet by the "By Account Manager" segmentation. This creates multiple variants of the snippet.
- For each variant of the snippet, add an <a> linking to the Calendly URL for the corresponding AM.
- Add the snippet to your emails. Marketo takes care of outputting the correct snippet variant for each lead's Account Manager.
To set up the token you'd use code like this in a Velocity token called {{my.calendlyLink}}:
#set( $accountTeam = {
"jackie.petrossian@example.com" : {
"displayName" : "Jackie Petrossian",
"calendlyLink" : "https://calendly.com/jp125"
},
"baxt.christie@example.com" : {
"displayName" : "Baxter Christie, Jr.",
"calendlyLink" : "https://calendly.com/bc456"
},
"sother.marist@example.com" : {
"displayName" : "Sother B. Marist",
"calendlyLink" : "https://calendly.com/smar934"
}
} )
## default manager (if empty) is Sother Marist
#set( $tmp = $accountTeam.put("*", $accountTeam["sother.marist@example.com"]) )
## look up manager
#set( $accountManager = $accountTeam["*"] )
#set( $accountManager = $accountTeam[$lead.AccountManager] )
## now output manager info
<a href="${accountManager.calendlyLink}">Book an appointment with your Account Manager, ${accountManager.displayName}</a>
Then include the {{my.calendlyLink}} token in your email.
As you can see, the Velocity version keeps all the variable data in once place, so it's easy to maintain over time. But, well, it's code. It's not in any way visual. In contrast, the Segmentation and Snippet UIs are entirely visual and presumably "easier" builders, but they make you click 'n' edit in way more places.
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