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Lookup and Table

Question asked by Eben Saputra on Jul 12, 2018
Latest reply on Jul 12, 2018 by Sanford Whiteman

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?

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