I've been asked to do a one-off email in the next week but there is some dynamic content involved, specifically referring to RMA numbers and Debit Memo IDs.
Looking at the preliminary data, it is very likely that a single email address would have multiple RMA number/Debit Memo ID pairings. One email could have 8+ records.
Part of the request is to list the RMA/Debit Memos in the email.
My first thought was just to create multiple custom fields for each of these (RMA1, RMA2, RMA3, DebitMemo1, DebitMemo2, etc.) and then use the token capabilities to pull them into the email as a list.
Are there better ways of doing this? Any tips, examples, help on how? I am sure there is some better way to use custom objects but I have not ventured forth into that realm much to date.
Thank you for your help and advice.
Yes. This is best achieved by using Marketo custom objects.
You will have to create a custom object to hold all the RMA / Debit numbers for a lead (email address)
Then you will have to upload this data in to that custom object.
Once uploaded, confirm that data is uploaded correctly by going to one of the lead's information and checking that custom object.
Then in the actual email, you will have to use 'Velocity email scripting' to loop through the custom object and print out the information in a tabular format. There are some gotchas / peculiarities involved with this. Please feel free to reach out if you get stuck Rajesh@BrightAspects.com
Here are some useful links.
Email Scripting » Marketo Developers
Script Examples » Marketo Developers
Thank you. That's a lot to learn up on in a week or so but I will see what I can do!