4 Replies Latest reply on Mar 16, 2018 3:04 AM by Grégoire Michel

    Change "from" in several email assets in one go

    Victor Herrero Fernandez

      Hi,

      I was wondering if it would be possible to change the "from" field in a selection of emails (120+) in one go.

      We need to update the default sender name due to changes in our company (people coming, going, or changing teams).

       

      Is there some sort of script, API method or some other way to do this in one batch instead of modifying 120 emails one by one?

      Perhaps a support ticket?

       

      Thanks in advance!

       

      Victor

        • Re: Change "from" in several email assets in one go
          Grégoire Michel

          You should use program/folder tokens for these. It would enable you to make these changes in a couple of minutes.

           

          Otherwise, there is no issue to your problem (excepted an API custom development...)

           

          -Greg

          1 of 1 people found this helpful
            • Re: Change "from" in several email assets in one go
              Victor Herrero Fernandez

              Hi Grégoire Michel , thanks for your reply.

              I am using tokens... I'm afraid I should have used campaign folder tokens instead of just program tokens...

              It's hard to foresee these things.

               

              Maybe now I will pay 120+ times for my short sight, but will at least fix it

                • Re: Change "from" in several email assets in one go
                  Victor Herrero Fernandez

                  Actually, not even that will do.

                   

                  We are using the system tokens {{lead.Lead Owner First Name:default=}} {{lead.Lead Owner Last Name:default=}}

                  Our problem is the default value for when there is no owner. The person in charge is no longer with us and need to change it for all our emails.

                   

                  For us, owner depends on country (it's a mandatory field in salesforce and leads cannot be uploaded until it's filled), but many times country is not filled straight away and the lead receives communications before that.

                    • Re: Change "from" in several email assets in one go
                      Grégoire Michel

                      Hi Victor,

                       

                      Those are system maintained lead tokens, in fact. This means that there are automatically filled in from SFDC, indeed.

                       

                      There are multiple things you can improve here:

                      1. It's important that, in you emails, you set a default value to you tokens. Yours do not have one (default=). Set them as {{lead.Lead Owner First Name:default=[your company name]}} or {{lead.Lead Owner First Name:default=[someone's name in the company]}}
                      2. It is key that you have a process by which, wheh some leaves the company, all the open leads are reassigned, asw ell as named accounts and opportunities, BTW. Not just for your emails but also to makes sure that any ongoing sales action will not stop. This is a point that is very often overlooked by sales ops, but there should be no discussion and no black hole here. This type of broken process impact directly the company topline.

                       

                      -Greg