Hi, We are building a web page with information about 12 different solutions. The webpage visitor will select the Solutions they are interested in, fill out a short form and the lead will be pushed to Marketo. I have set-up a boolean field on the lead record for each of the 12 solutions. These flags will be set to TRUE as the Lead info is passed to Marketo. We want to dynamically build an email to deliver a snippet of copy for whatever combinarion of the 12 solutions the webpage visitor selects.
Here's my question:
Can we use snippets to build this dynamic email if we are not using Segmentation? We can't segment the leads by the 12 solutions because the person may select multiple.
As you have set up a Boolean field on the lead record for each of the 12 solutions, you can make a token for all Boolean fields. Either you can use those tokens in the mailers directly, or you can make a snippet for all the tokens and use them.
We have an app that allows users to select different literature that they want to be sent to them. We wanted to create and email that included only the options that the user selected.
We did something similar to what Kristen did, and it's working very well. Instead of using a snippet, we created a token that was local to the program. Within that token we used what's called "email scripts" and customized our code there. Then we included the token within our email.