We are a college and have a bit of a complex situation where we have a students record in SFDC that is synced over to MKTO and we want to email the students parents. Oh yeah and we want this to be a triggered campaign just to add a layer of complexity
We have the parent's information (email etc.) located on a custom object within the students SFDC record. What I can't figure out is how to pull in the parent's email address for delivery.
For example:
Campaign #1
Student registers for orientation:
MKTO: Trigger's an email to student based off of he/she being added to a SFDC custom object AND
Campaign #2
Student registers for orientation
MKTO: (DESIRED ACTION) Trigger an email off to the parents email address that lives on a custom object within the Students SFDC record.
Do you know if I might have to build the parent email campaign in SFDC? and send the email from there?
Hi Monica,
Sending emails to an alternate address is not that simple. You will need to replace the student email address with the parents', send the email, then replace the email address with the original one. This means you need:
It's better to have the parents in stored as contacts (you can segment them through SFDC record types for instance).
-Greg