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How do you add email signatures when there aren't any "user." tokens?

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Anonymous
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How do you add email signatures when there aren't any "user." tokens?

I'm having trouble adding an email signature to my emails. In Salesforce I used the below code, but I don't have any "User" tokens to choose from. However, I do have "Account owner" tokens but that won't always work for me. Any suggestions?

{!User.FirstName} {!User.LastName}
LinkUp Job Search Engine
{!User.Phone}
{!User.FirstName}.{!User.LastName}@LinkUp.com

Thanks!

Molly

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Anonymous
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Re: How do you add email signatures when there aren't any "user." tokens?

Hi Molly,

I'm in your shoes as well. For events, we would like the invites to look like the come from someone on our sales team, so I use this - 

{{lead.Lead Owner First Name:default=Ashley}} {{lead.Lead Owner Last Name:default=Smith}}
{{lead.Lead Owner Job Title:default=NetGain Technologies Events Coordinator}}
{{lead.Lead Owner Email:default=asmith@netgainit.com}}

This way, if the lead does have an account owner, that will come through. If not, everything defaults back to our events coordinator. It's important to know that I have cleanup campaigns running in a folder/program that I call database management so that if there is a first name, email, etc. for a lead owner, Marketo will automatically fill in the rest of their information.

Without that, it's possible that you could have "Bill Smith, NetGain Account Executive, asmith@netgainit.com" or some variation where certain fields were filled and other (blank) ones defaulted.

We do a similar thing for nurturing, but our emails default back to our VP of marketing.

Hope that helps!

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4 REPLIES 4
Anonymous
Not applicable

Re: How do you add email signatures when there aren't any "user." tokens?

Generally "Lead Owner" is a good choice, with some default there if it isn't set.
Anonymous
Not applicable

Re: How do you add email signatures when there aren't any "user." tokens?

Hi Molly,

I'm in your shoes as well. For events, we would like the invites to look like the come from someone on our sales team, so I use this - 

{{lead.Lead Owner First Name:default=Ashley}} {{lead.Lead Owner Last Name:default=Smith}}
{{lead.Lead Owner Job Title:default=NetGain Technologies Events Coordinator}}
{{lead.Lead Owner Email:default=asmith@netgainit.com}}

This way, if the lead does have an account owner, that will come through. If not, everything defaults back to our events coordinator. It's important to know that I have cleanup campaigns running in a folder/program that I call database management so that if there is a first name, email, etc. for a lead owner, Marketo will automatically fill in the rest of their information.

Without that, it's possible that you could have "Bill Smith, NetGain Account Executive, asmith@netgainit.com" or some variation where certain fields were filled and other (blank) ones defaulted.

We do a similar thing for nurturing, but our emails default back to our VP of marketing.

Hope that helps!
Anonymous
Not applicable

Re: How do you add email signatures when there aren't any "user." tokens?

You could also create a snippet with these tokens so that you just bring in the snippet once without needing to build the tokens every time you create an email.
Michelle_Tizian
Level 10

Re: How do you add email signatures when there aren't any "user." tokens?

We use snippet too.