Lead Owner & Account Owner on same alert (or tokens in other field)? | Community
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Matt_Stone2
Matt_Stone2
New Participant
March 22, 2016
Solved

Lead Owner & Account Owner on same alert (or tokens in other field)?

  • March 22, 2016
  • 3 replies
  • 4072 views

Is it possible to include the Lead Owner AND the Account Owner on the same alert? The drop down only gives options for one or the other -- and the problem with doing two separate alerts is it's two separate emails. Ideally, they could be on the same email thread.

My other thought was whether or not tokens could be used in the "To Other Emails:" section... thus allowing you to drop {{lead.Lead Owner Email Address}} into it and achieving the desired result -- but this doesn't appear to work.

Any ideas?

Best answer by Grégoire_Miche2

Hi Matt,

Normally, the token in "other email" does work. Make sure all your leads have an account owner and a contact owner, though. Only CRM contacts have an account owner, and CRM leads may not even have a contact owner if they are owned by a queue (if your CRM is SFDC). Furthermore, if the lead is in Marketo only, both lead owner email and account owner email will be empty.

I recommend that you use choices to cover the various possibilities.

the choices would be:

  1. if account owner email is not empty --> send to both
  2. if contact owner email is not empty --> send to contact owner only
  3. default ->> send to a hard coded email address

-Greg

3 replies

A
Anonymous
March 28, 2016

Trying to figure out why it's flagged as a "Duplicate Idea" now.

Dan_Stevens_
Dan_Stevens_
New Participant
March 28, 2016

Looks like the product team considers this the duplicate idea: (probably since the title is the same).  Which is troublesome since that idea is marked as "Already have it - partially".  IMO, that idea is separate and shouldn't be marked as a duplicate.  @Justin Cooperman, can you unmark this as being a duplicate so that others can vote; and hopefully be considered for a future release?

A
Anonymous
March 28, 2016

Thank you Dan.

I just sent a message to Marketo Support and their response so far was pointing me that that same Idea (which I mentioned in my Idea).

The naming was too on point to change.

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
March 22, 2016

Hi Matt,

Normally, the token in "other email" does work. Make sure all your leads have an account owner and a contact owner, though. Only CRM contacts have an account owner, and CRM leads may not even have a contact owner if they are owned by a queue (if your CRM is SFDC). Furthermore, if the lead is in Marketo only, both lead owner email and account owner email will be empty.

I recommend that you use choices to cover the various possibilities.

the choices would be:

  1. if account owner email is not empty --> send to both
  2. if contact owner email is not empty --> send to contact owner only
  3. default ->> send to a hard coded email address

-Greg

    Matt_Stone2
    Matt_Stone2Author
    New Participant
    March 24, 2016

    Hey @Grégoire Michel,

    For whatever reason, I can't get the tokens to work. I've tried using {{lead.Lead Owner Email Address}} on a record where I know there's an owner, as well as creating a local token to test it -- and no dice. Have you successfully used it before?

    A
    Anonymous
    March 24, 2016

    Hi Matt,

    As Greg pointed out above, mostly merging tokens in the 'other emails' does not work here.

    Thus even if you have those fields populated with the owner email addresses, Marketo may not be merging them when it executes the flow action.

    regards

    Rajesh

    A
    Anonymous
    March 22, 2016

    If the token does not work, there is no other way to include both

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