Hello,
I am trying to set-up a personalized email for our internal account executives about their loss opps. My dilemma is that there are multiple opportunity in one AE. An AE could have 6 accounts and I want to be able to put them all in one email rather than sending them individually and getting them spammed with emails. I can't figure out how to connect these data points all in one AE email since Marketo will dedupe email addresses. Does anyone have a thought of a workaround for this? Please help!
There are data points I want to include in the email for example this.
Email Address | Competitor Name(s) | Customer Name | Opportunity Name | Deal Close Date | Total Bookings (USD) | Contact Name | Contact Title | Contact Email |
John.doe@marketo.com | Test | Customer1 | opp1 | 4/29/20 | $13,284 | ContactName1 | VP of IT | contactEmail1 |
John.doe@marketo.com | test3 | Customer2 | opp2 | 4/3/20 | $2,700 | ContactName2 | CEO | contactEmail2 |
John.doe@marketo.com | test6 | Customer3 | opp3 | 4/14/20 | $2,250 | ContactName3 | CTO | contactEmail3 |
John.doe@marketo.com | test7 | Customer4 | opp4 | 6/12/20 | $2,400 | ContactName4 | VP Architecture | contactEmail4 |
John.doe@marketo.com | test6 | Customer5 | opp5 | 7/21/20 | $8,000 | ContactName5 | VP Architecture | contactEmail5 |
The email would look something like this
Fundamentally, you need to use a Velocity ("Email Script") {{my.token}} to include multiple records from the Opportunity list in a single email.
I have implemented the same scenario (Not for the opportunity but for B2C abandoned cart use case)
I run the for each loop on my custom object using velocity script and pulled all the attributes values and displayed in the email:
eg
#foreach( $object in $CustomObject)
#set($CustomerName= $object.CustomerName)
#set($OpportunityName= $object.OpportunityName)
#end
PS: thanks to Sanford. He helped me in this as well 🙂