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Send eCard to gift recipient on behalf of buyer

Question asked by Averil Case on May 15, 2018
Latest reply on May 15, 2018 by Sanford Whiteman

Hi there,

 

I am trying to set up a program in Marketo where a person can use our website to select a Ecard (e.g. birthday, mothers day etc.) to send to a gift recipient.

 

The flow should be:

1. send confirmation email to buyer

2. wait step - (selected date/time of send)

3. send ecard to gift recipient referencing the buyer as the the gifter

 

I have thought of doing this by creating new fields in the buyers record, eg. giftRecipientEmail, giftSendDateTime, giftFirstName and then in the program flow step adding giftSendDateTime as a token in the wait step and giftRecipientEmail as a token in send alert.

 

Screen Shot 2018-05-16 at 2.30.04 pm.png

 

 

However the problem is that if the buyer selects another gift before the previous gift is fulfilled, the fields will be overwritten.

 

I have also considered creating a record for the gift recipient and marking them as not opted in, but I'm not sure how to reference the buyer in the gift email.

 

Any help on this would be much appreciated!

 

Thanks,

Averil

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