We are a credit union who is setting up Marketo. We have basic member information in our general fields and then custom objects set up for 1) campaign information and 2) member account information. Both custom objects have email as a field. Some of our members have two different email accounts and we want to be able to send the same campaign to both email addresses. We're having difficulty figuring out how to make this happen. Has anyone had any luck with this?
You can't send to the Email fields on the CO entries. Only to the built-in Email field on the Lead object.
You can try to use "send alert" in the Flow to send the email to the second email address with a use of a token.
Just remember to use trigger in the smart list of this smart campaign, because unless you do it the token will not work. If you can't find an appropriate trigger, just create a new list
and use "add to list" as a trigger.
So can it be possible to create:
a. Custom field in the lead object.
b. A smart campaign that will populate the field from "a" with the value from the CO.
To make it work?
Nope, there's no native flow step that can copy the value like that. The only way is to use an external service and very complex webhook.
The design should really be changed. If the intent is to send to these email addresses, they should be replicated to lead fields at the moment of insertion.
You can use smart campaigns to shuffle the email addresses around. Move the Email Address field value to a "holding field," replace with your secondary email address, and send the email again (this time to the secondary email address). Then replace the Email Address field value with the "holding field" value (original email address) and clear your "holding field."
You can send to your primary list and then run a second batch campaign filtered for the secondary email address field not empty that shuffles the email values and sends the email to the 2nd address.