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Lead Owner & Account Owner on same alert (or tokens in other field)?

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Matt_Stone2
Level 9

Lead Owner & Account Owner on same alert (or tokens in other field)?

Is it possible to include the Lead Owner AND the Account Owner on the same alert? The drop down only gives options for one or the other -- and the problem with doing two separate alerts is it's two separate emails. Ideally, they could be on the same email thread.

My other thought was whether or not tokens could be used in the "To Other Emails:" section... thus allowing you to drop {{lead.Lead Owner Email Address}} into it and achieving the desired result -- but this doesn't appear to work.

Screen Shot 2016-03-22 at 1.52.45 PM.png

Any ideas?

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Grégoire_Miche2
Level 10

Re: Lead Owner & Account Owner on same alert (or tokens in other field)?

Hi Matt,

Normally, the token in "other email" does work. Make sure all your leads have an account owner and a contact owner, though. Only CRM contacts have an account owner, and CRM leads may not even have a contact owner if they are owned by a queue (if your CRM is SFDC). Furthermore, if the lead is in Marketo only, both lead owner email and account owner email will be empty.

I recommend that you use choices to cover the various possibilities.

the choices would be:

  1. if account owner email is not empty --> send to both
  2. if contact owner email is not empty --> send to contact owner only
  3. default ->> send to a hard coded email address

-Greg

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12 REPLIES 12
Anonymous
Not applicable

Re: Lead Owner & Account Owner on same alert (or tokens in other field)?

If the token does not work, there is no other way to include both

Grégoire_Miche2
Level 10

Re: Lead Owner & Account Owner on same alert (or tokens in other field)?

Hi Matt,

Normally, the token in "other email" does work. Make sure all your leads have an account owner and a contact owner, though. Only CRM contacts have an account owner, and CRM leads may not even have a contact owner if they are owned by a queue (if your CRM is SFDC). Furthermore, if the lead is in Marketo only, both lead owner email and account owner email will be empty.

I recommend that you use choices to cover the various possibilities.

the choices would be:

  1. if account owner email is not empty --> send to both
  2. if contact owner email is not empty --> send to contact owner only
  3. default ->> send to a hard coded email address

-Greg

View solution in original post

Matt_Stone2
Level 9

Re: Lead Owner & Account Owner on same alert (or tokens in other field)?

Hey Grégoire Michel,

For whatever reason, I can't get the tokens to work. I've tried using {{lead.Lead Owner Email Address}} on a record where I know there's an owner, as well as creating a local token to test it -- and no dice. Have you successfully used it before?

Anonymous
Not applicable

Re: Lead Owner & Account Owner on same alert (or tokens in other field)?

Hi Matt,

As Greg pointed out above, mostly merging tokens in the 'other emails' does not work here.

Thus even if you have those fields populated with the owner email addresses, Marketo may not be merging them when it executes the flow action.

regards

Rajesh

Dan_Stevens_
Level 10 - Champion Alumni

Re: Lead Owner & Account Owner on same alert (or tokens in other field)?

Matt, tokens will work here - as long as this is a trigger campaign.  If it's a batch campaign, tokens here are not allowed.

Matt_Stone2
Level 9

Re: Lead Owner & Account Owner on same alert (or tokens in other field)?

Dan Stevens That's why my test wasn't working -- I was just trying to run a batch to try it out. I changed it to a trigger and it worked. Thanks!

Grégoire_Miche2
Level 10

Re: Lead Owner & Account Owner on same alert (or tokens in other field)?

Hi Matt,

I have run the following test:

pastedImage_1.png

I being both the lead owner and the account owner, but with 2 users and 2 different addresses.

I receive all the alert emails (1 to 5) to the mail box I was supposed to receive it.

-Greg

Matt_Stone2
Level 9

Re: Lead Owner & Account Owner on same alert (or tokens in other field)?

Thanks Grégoire -- it turns out it was the trigger vs batch issue that Dan pointed out that caused the test to not work. Thanks for the help!

Anonymous
Not applicable

Re: Lead Owner & Account Owner on same alert (or tokens in other field)?

Trying to figure out why it's flagged as a "Duplicate Idea" now.