Preferred name for comms

[Olya_Zenchenko]

Hi marketo community,

Our sales team wants us to use preferred name (where available) in our comms.  Currently I use token Dear {{lead.First Name:default=Adviser}}, but wondering is we could use preferred name and if it is not available then 'first name' token?

Dear {{lead.First Name:default=Adviser}},

Dear {{lead.Preferred Name:default=Adiser}}

I am just not too sure how to set this up and not to make mess out of it!

Thanks team,

Olya

[Floyd_Alvares2 · Accepted solution]

@Olya_Zenchenko 

You can use email scripting (velocity scripting) tokens to achieve this and put the {{my.token}} value in your email.

#set($preferredname = $lead.Preferred_First_Name__c )
#if ($preferredname.isEmpty())
#set($Salutation = "${lead.First_Name}," )
#else
#set($Salutation = "${preferredname}," )
#end
${Salutation}

 This is just an example and you would need to replace lead.Preferred_First_Name__c with your preferred name field and same with First Name.

[Olya_Zenchenko]

Thanks @Floyd_Alvares2 I appreciate your response

Where in Marketo do I put this script?

[Floyd_Alvares2]

Hi @Olya_Zenchenko 

https://experienceleague.adobe.com/docs/marketo/using/product-docs/core-marketo-concepts/programs/to...

You could create the 'My Tokens' either in the program or the campaign folder.

[Olya_Zenchenko]

Excellent thank you!!