How to use tokens to personalize the sender, from address, reply to, and signature line? | Community
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Laurie_Johnson
Laurie_Johnson
New Participant
March 1, 2019
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How to use tokens to personalize the sender, from address, reply to, and signature line?

  • March 1, 2019
  • 2 replies
  • 5538 views

Hey fellow marketers!

We're trying to find a way to use tokens dynamically to personalize our email sends from different sales reps. Does anyone know how to do this and what kind of tokens I would create to accomplish this? Thank you in advance!!

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Best answer by AnkitDu3

You can just add the lead token in the email ( lead.Salesforce field) in which you are passing the values of Lead development rep. The token should automatically pick the assigned value of the rep.

2 replies

A
AnkitDu3Accepted solution
New Participant
March 1, 2019

You can just add the lead token in the email ( lead.Salesforce field) in which you are passing the values of Lead development rep. The token should automatically pick the assigned value of the rep.

    Laurie_Johnson
    Laurie_JohnsonAuthor
    New Participant
    March 1, 2019

    Thank you Ankit and Sanford!

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    March 1, 2019

    You're describing one of the most basic uses of {{lead.tokens}} or (Text) {{my.tokens}}. Have you... tried it? What hasn't worked?

    Laurie_Johnson
    Laurie_JohnsonAuthor
    New Participant
    March 1, 2019

    My apologies, Sanford. As a somewhat newer Marketo user who hasn't had to delve into using Tokens much (if at all), I don't have experience with using those yet. I'll try the lead tokens and text my tokens as you commented.

    Thanks.

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    March 1, 2019

    As Ankit illustrates, if the value exists verbatim in a lead field, use a {{lead.token}}. For values shared by all assets in a Program or Folder, use a {{my.token}} at the highest relevant level of the MA tree.

    If you need further manipulation or logic applied to a stored value before outputting it, use a Velocity ("Email Script") {{my.token}}.

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