1 Reply Latest reply on Jul 12, 2018 2:41 PM by Sanford Whiteman

    Lookup and Table

    Eben Saputra

      I work for a healthcare provider with over 150 clinics

       

      We want to send different touchpoints such as welcome email when they just created new appointment, appointment reminder for every treatment they sign up for, and thank you after finishing their treatment

       

      On each of these touchpoints, we will need to personalize the address fields based on whatever clinic they had business with.

      As you might guess, each touchpoints are sent at different times.

       

      All data is fed to Marketo from clinic level CRM system. It is a custom system we call LPS.

      This system can be programmed to have its own logic

       

      We are trying to avoid create fields for each "Recent Discharge", "Next upcoming appointment", etc, because we think it will slow down our system, as we have to push 100+ fields everytime LPS and Marketo sync.

       

      Ideally I would do something close to VLOOKUP in excel. If the clinic "Recent Discharge Clinic Name" is "Clinic A", then look for data in a table for "clinic A", then pull the address, city, etc.

       

      Any thoughts?