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Preferred name for comms

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Olya_Zenchenko
Level 2

Preferred name for comms

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

1 ACCEPTED SOLUTION

Accepted Solutions
Floyd_Alvares2
Level 8

Re: Preferred name for comms

@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.

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4 REPLIES 4
Floyd_Alvares2
Level 8

Re: Preferred name for comms

@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.

View solution in original post

Olya_Zenchenko
Level 2

Re: Preferred name for comms

Thanks @Floyd_Alvares2 I appreciate your response

Where in Marketo do I put this script?

Floyd_Alvares2
Level 8

Re: Preferred name for comms

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
Level 2

Re: Preferred name for comms

Excellent thank you!!