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Jarom_Hulon
Level 2
Oct 17, 2017 5:23 PM UTC
Solved

Dynamically Change Email Link Based on Lead Owner

Hi everyone,

We are wanting to dynamically change a calendar link in an email based on the lead owner. Do you have any suggestions on the best way to go about this?

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
Oct 17, 2017 7:56 PM UTC

That's a syntax error. You want:

#if( $lead.Lead_Owner__c == "Mark Heldt" )

<a href="https://calendly.com/mheldt">HERE</a>

#end

Also, please use syntax highlighting when posting code.

6 replies

Paul_Johnson
Level 4
Feb 15, 2018 11:19 PM UTC

Use Velocity Script

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SanfordWhiteman
Level 10
Oct 17, 2017 5:27 PM UTC

This is a standard use for a Velocity (Email Script) token. If you search my responses for "velocity" you'll see several examples of content switching based on owner.

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Jarom_Hulon
Level 2
Oct 17, 2017 7:35 PM UTC

Thanks  Sanford. This is all pretty new to me and I turned out what I have below. It currently isn't working, so if you have anything else to point me in the right direction it would be great!

#if ${lead.Lead_Owner__c} == "Mark Heldt")

<a href="calendly.com/mheldt">HERE</a>

#end

#if ${lead.Lead_Owner__c} == "Riley Payne")

<a href="calendly.com/rpayne">HERE</a>

#end

#if ${lead.Lead_Owner__c} == "Michael Dillard")

<a href="calendly.com/michaeldillard">HERE</a>

#end

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SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
Oct 17, 2017 7:56 PM UTC

That's a syntax error. You want:

#if( $lead.Lead_Owner__c == "Mark Heldt" )

<a href="https://calendly.com/mheldt">HERE</a>

#end

Also, please use syntax highlighting when posting code.

Translate