One email multiple accounts | Community
Skip to main content
M
mpaladhi
New Participant
September 26, 2022
Question

One email multiple accounts

  • September 26, 2022
  • 1 reply
  • 3296 views

Hello, 

We have a B2B2C setup where we have one email address associated with multiple accounts / multiple subscriptions. Our need is to be able to send one email with multiple account details.

Not all email addresses are associated with multiple accounts.

So if the email address is - abc@abc.com
Associated with account # - 111, 222, 333

if this person placed an order for 111 and 222 accounts on the same day, I want to send one order confirmation email with the qualified information. How can we do that?

 

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

SanfordWhiteman
SanfordWhiteman
New Participant
September 26, 2022

I assume you don’t mean “Account” in the typical CRM sense (firm = company = account) but rather another business concept.

 

Is that correct? Because if you do mean account on the CRM side, you need to explain what CRM that is and how you have it config’d.

M
mpaladhiAuthor
New Participant
September 29, 2022

Hi Stanford, We use Microsoft Dynamics. Ours is a B2B2C structure in education industry, we have instances where 1 contact person is associated with 2 or 3 companies.

Example -
Contact: Samantha Jacob is associated with School - "Academy Middle School of Pittsburgh" and "Academy High School of Pittsburg". Each of these schools will be given an account # - 
Academy Middle School of Pittsburgh - 123123
Academy High School of Pittsburg - 678678

So samantha.jacob@email.com will be associated with both these account #s
I should be able to send an email to Samantha with information associated with respective accounts at the same time if she makes a purchase for both these schools. The order confirmation should go to her for both schools.

SanfordWhiteman
SanfordWhiteman
New Participant
September 29, 2022

Are you certain this multi-account schema is accurately reflected in Marketo in the first place? What do you see as the (single-valued) Account Number when you output the corresponding {{Company.token}}?

Terms & ConditionsAccessibility statement

Loading footer...