PROD_-_Deborah_

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Joined the community 24-07-2015

Level 2

Winston Salem

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Re: Using Salesforce Custom Fields as Tokens Question

by PROD_-_Deborah_ 04-14-2017

Follow-up question. I'm trying to use the Salesforce field in the "Other Email" field in the Alert Send. This will determine who should receive the Alert. I'm assuming I can use the field this way. Is that correct?

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Using Salesforce Custom Fields as Tokens Question

by PROD_-_Deborah_ 04-14-2017

For person fields, the tokens are referenced using Lead in front. For example - "Lead.First Name".For company fields, the tokens are referenced using Company in front. For example - "Company.Name". For Salesforce custom fields, I'm not sure of the naming convention. What would replace "Lead" ...

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6352 1 6
Re: Using Salesforce Custom Fields as Tokens

by PROD_-_Deborah_ 04-14-2017

Thanks

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Using Salesforce Custom Fields as Tokens

by PROD_-_Deborah_ 04-13-2017

For person fields, the tokens are referenced using Lead in front. For example - "Lead.First Name". For company fields, the tokens are referenced using Company in front. For example - "Company.Name". For Salesforce custom fields, I'm not sure of the naming convention. What would replace "Lead...

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5200 0 10
Re: Sending a monthly email to people who fill out a form online.

by PROD_-_Deborah_ 08-29-2016

Jenn, thanks for the explanation. It's been very helpful. It sounds like there isn't a way to set it up to automatically run each month with the new email. Modifying the token each month will be the best way to handle it.Matt, I wasn't concerned about duplicates. My concern was how to setup a p...

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2403 0 1
Re: Sending a monthly email to people who fill out a form online.

by PROD_-_Deborah_ 08-27-2016

Hi Sanford. Thanks for the quick response. I'm new to Marketo. Can you point me to documentation that would describe how this would work or could you go into detail? I'm not sure how the token can be used to substitute for an email name. I'm also not sure how to make it dynamic enough to automati...

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2403 0 1
Sending a monthly email to people who fill out a form online.

by PROD_-_Deborah_ 08-26-2016

We are in the process of transitioning an email campaign currently being managed in another system to Marketo. There are two input files. The first is a manual file created monthly and loaded into Marketo. The second is a list of potential recipients who have filled out a form online. The goal is...

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2439 0 6