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Solution for changing tokened account owner email address

Question asked by Megan Rublee on Sep 30, 2019
Latest reply on Oct 1, 2019 by Sanford Whiteman

Hi all! My company has a welcome email that is generated after a lead's first deal is funded. In the email, there is a lead token used to pull in the account owner's email address. The data cleanliness at my company is not great and we have some customers in our database who's account owner is under a generic name, such as "Service Account." When a customer who is owner by Service Account receives this Welcome email, the sentence will read something like "You'll be hearing from me (your account manager). Please reach out at any time with questions or additional needs by emailing" I would like to prevent new customers from having this type of experience. Any ideas on how I can make this a better experience and prevent customers from receiving emails from Service Account rather than a person?


Thank you!