JayLevine

JayLevine
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‎03-15-2022 07:19 PM

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Re: Automating Email creation using API

by Level 1 in Product Discussions
‎03-10-2022 12:17 PM
‎03-10-2022 12:17 PM
Thanks for the reply and your insights! I did mean that the template would be updated, not created new every time.   In looking at the smart campaign batch/schedule that's where the tokens are updated and the email is scheduled. Our usual workflow includes a QA of the email before we send it. Is there a way to do this with the smart campaign? I know there's an option to schedule out in the future...but if we schedule for a day later so we can QA, we'd still need to be sure to reschedule for sooner, or cancel (or whatever the correct term is).   It looks like we should create smart campaigns within a program to take advantage of program features.    I can see we would likely have 4 or 5 tokens for the email. One of them would be the list of all the new content we are highlighting (which could be 2 activities, or 10 or 15 depending on the week). I see token details defined in the "Understanding My Tokens in a Program" document where there's a limit for text tokens of 2 MB but doesn't list any limits for the other tokens. Are there limits for the RTF token type?   Also, I see for the email endpoints there are options to send samples, and view a preview. Is there a way to do that with the smart campaign?   Thanks again! Jay ... View more

Automating Email creation using API

by Level 1 in Product Discussions
‎03-04-2022 01:09 PM
‎03-04-2022 01:09 PM
Hello, I have an automation that I created for Hubspot that I need to recreate in Marketo. I'm looking for insight into whether there are API endpoints to do these same things, or maybe a different workflow. Maybe point me at what endpoints to look at.   I have read through the API documentation, and it looks like this should be possible. But the documentation doesn't have enough details for me to be sure.   I have a data file with new activities. I use that data file to create a new email, listing all the activities in a "template" that was created for this automation. With Hubspot process currently is: check if images for activities are in the file library, get their URL if they are, or upload if not upload template (updated with file URLs from above) clone the latest version of the email using this template this creates a draft email with the new template just uploaded it copies any email lists assigned to the old email replace the subject and preview in the email with new info This currently works great in Hubspot. One of the marketing people clicks to start the process in my application. Then goes to Hubspot to send a test email, and if all looks good then hits send.   Also, could you point me to where I can find tokens to replace pre-defined footers, unsubscribe blocks...   Thanks, Jay ... View more
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Date Registered ‎01-26-2022 09:33 AM
Date Last Visited ‎03-15-2022 07:19 PM
Total Messages Posted 2
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