Create a Token for An Opportunity Field | Community
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A
Anonymous
August 30, 2016
Solved

Create a Token for An Opportunity Field

  • August 30, 2016
  • 2 replies
  • 4899 views

I need to trigger an e-mail to send based on a status change of a salesforce opportunity.

I need to include in the e-mail the content of a field on the opportunity - a reason/description field.

How can I get or create a token to pull that field from the opportunity and insert it in the body of the e-mail?

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Best answer by Roxann_McGlump1

Hi David,

You can use script tokens to pull info from the Opportunity object into an email.  http://docs.marketo.com/display/public/DOCS/Create+an+Email+Script+Token

2 replies

A
Anonymous
August 30, 2016

Awesome, thank you.

Roxann_McGlump1
Roxann_McGlump1Accepted solution
New Participant
August 30, 2016

Hi David,

You can use script tokens to pull info from the Opportunity object into an email.  http://docs.marketo.com/display/public/DOCS/Create+an+Email+Script+Token

B
BP_chloecurtis
New Participant
March 17, 2023

Hi all, how do you ensure that the right token is pulled through when a person may have multiple opportunity contact roles? How is this differentiated? 

I am trying to pull a token through to an email, an opportunity field (e.g. a personalised link for that client), and then send an email to the opportunity contact role, pulling through this link to the email. 

 

I can filter for the contact on the opportunity no problem, but I am struggling to ensure the link on the opportunity is being pulled through to the right opportunity contact role email sent.  I have tried using an email script token with no luck. Thanks

 

@roxann_mcglump1 

 

Darshil_Shah1
Darshil_Shah1
Community Manager
March 17, 2023

Well, you can loop through the OpportunityList and pick the correct Opportunity record or you can also sort the OpportunityList based on a certain field and then pick data from the first element. If you let us know on what basis you wish to pull the Opportunity record from the OpportunityList (in case a particular field on the Opportunity record equal to a certain value or the latest updated opportunity, etc.), we could help you with the script.

 

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