Re: Personalize lead owner photo using tokens in emails

Geno_Tokarz1
Level 2

Personalize lead owner photo using tokens in emails

In the email tokens, I see the facebook and linked-in lead photo URL tokens. But if I send an email to a client, I would want to put a photo of the account rep (lead owner) in the closing. Not a picture of the lead receiving the email. I think it would be a nice personalization to the email. Unfortunately, I do not see a way to accomplish this. Any way to use the SFDC contact owner photo in an email?

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7 REPLIES 7
Devraj_Grewal
Level 10

Re: Personalize lead owner photo using tokens in emails

Geno,

You could create a snippet with the uploaded image of the lead owner and make the email dynamic.

More info: Create a Snippet - Marketo Docs - Product Docs

Josh_Hill13
Level 10 - Champion Alumni

Re: Personalize lead owner photo using tokens in emails

Hi Geno,

There were some threads on this if you look up Lead Owner photo or signatures.

Some ideas:

  • upload photos to Marketo
  • Note URLs in a sheet
  • Create a Marketo only field called Lead Owner Photo URL
  • Create a Segmentation by Lead Owner (assumes you have under 100 owners.
  • Create a Snippet that's DYnamic based on Lead Owner Email Address
  • Add Signature Snippet to your emails.

The other way may be to do Steps 1,2, then create a SFDC Lead/Contact field that syncs to Marketo, upload the URLs there and make it Dynamic based on Lead Owner (within Apex code on SFDC). Requires some amount of maintenance.

There are steps I'm sure I missed, but that's the idea.

Dan_Stevens_
Level 10 - Champion Alumni

Re: Personalize lead owner photo using tokens in emails

We do this today using some of the info that Josh suggested:

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Eben_Saputra
Level 3

Re: Personalize lead owner photo using tokens in emails

If there are no pictures available for dynamic content, is it possible to use placeholder images?

Thanks,

Eben

SanfordWhiteman
Level 10 - Community Moderator

Re: Personalize lead owner photo using tokens in emails

Of course, why not?

Jason_Raisleger
Level 4

Re: Personalize lead owner photo using tokens in emails

Yes, for instance if we have an account that doesn't have a rep assigned yet, it would just come from our Customer Care team with our logo where the headshot would normally be

Iryna_Zhuravel4
Level 8 - Champion Alumni

Re: Personalize lead owner photo using tokens in emails

You could also do it through a velocity token (my personal preference), this method gives more flexibility in defining the logic; also I am just not a big fan of creating segmentations when I don't have to.

Here is more on this topic Velocity script tokens as an alternative for dynamic content