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Anonymous
November 17, 2015
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Merge data into email blast

  • November 17, 2015
  • 1 reply
  • 4023 views

We have an email blast planned that will go out to about 100 contacts from our Salesforce database. My challenge is that I want to insert a custom section of content in each email that relates to each lead (i.e. their current subscription status). This content is available from an external Excel file. How best to do that? Do I have to create a custom field in Salesforce, import data into it, then insert this data as a token in my Marketo email? Or can I somehow do a mail merge in Marketo that can pull this information directly from the Excel file?

So, I am a little confused and could use some advice here.

Thanks

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Best answer by Josh_Hill13

You can do this, but it may require a velocity script if the data is more complex.

1 reply

A
Anonymous
November 17, 2015

Hi:

You are going to have to import this data into Marketo to get it into the Email.  To do so you can either sync the data from your salesforce instance, or you can create a custom field in Marketo and import the data from the excel spreadsheet it currently resides in.

Good luck!

    Josh_Hill13
    Josh_Hill13Accepted solution
    New Participant
    November 17, 2015

    You can do this, but it may require a velocity script if the data is more complex.

    A
    Anonymous
    November 17, 2015

    Great, thanks Josh. This looks it could be what I was looking for. Up until now, I had never heard of this.

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