How can I personalize email according to contact's Account Owner using Velocity Script? | Community
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freeza
New Participant
February 7, 2023
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How can I personalize email according to contact's Account Owner using Velocity Script?

  • February 7, 2023
  • 1 reply
  • 4028 views

I have to send a personalized email to contacts according to who their Account Owner is.

These fields will be changing according to their account owner. 

From Name

From Address

Reply to Address

Signature

 

Can I know how this can be archived using velocity Script. 

For example we can use these 2 Account owners that's located under these fields.

[$company.accountOwnerFirstName] [$company.accountOwnerLastName]

Silvia Alex

Ben Ford

 

Thank You!

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Best answer by Darshil_Shah1

Apologies if I'm missing out on anything here, but you could directly use the Account Owner tokens instead of adding account field values using a velocity script.

You'd need velocity if you'd like to populate lead owner/other catch-all details in case a person doesn't have an account owner. Is that your requirement?

 

1 reply

Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
February 7, 2023

Apologies if I'm missing out on anything here, but you could directly use the Account Owner tokens instead of adding account field values using a velocity script.

You'd need velocity if you'd like to populate lead owner/other catch-all details in case a person doesn't have an account owner. Is that your requirement?

 

    F
    freezaAuthor
    New Participant
    February 7, 2023

    Oh right! That didn't go through my head. Thank You!

     

    But yeah I do have a general one too. If the contact's account owner is neither of the 2 and someone else then their email should be personalized as a general email with team names. 

    Darshil_Shah1
    Darshil_Shah1
    Community Manager
    February 7, 2023

    You could refer to this article by Sandy where-in he has added the script to use the lead owner values in case the account owner data is absent. You could use it as a reference and update it according to your use case, i.e., use the general email with the team names. Let us know if you need any help in making the updates.

     

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