Preferred name for comms

Forum|Forum|4 years ago
September 9, 2021
1 reply
2562 views

Hi marketo community,

Our sales team wants us to use preferred name (where available) in our comms. Currently I use token Dear {{lead.First Name:default=Adviser}}, but wondering is we could use preferred name and if it is not available then 'first name' token?

Dear {{lead.First Name:default=Adviser}},

Dear {{lead.Preferred Name:default=Adiser}}

I am just not too sure how to set this up and not to make mess out of it!

Thanks team,

Olya

Marketo

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Best answer by falvares

@olya_zenchenko

You can use email scripting (velocity scripting) tokens to achieve this and put the {{my.token}} value in your email.

#set($preferredname = $lead.Preferred_First_Name__c )
#if ($preferredname.isEmpty())
#set($Salutation = "${lead.First_Name}," )
#else
#set($Salutation = "${preferredname}," )
#end
${Salutation}

This is just an example and you would need to replace lead.Preferred_First_Name__c with your preferred name field and same with First Name.

F

falvaresAccepted solution

Employee

@olya_zenchenko

You can use email scripting (velocity scripting) tokens to achieve this and put the {{my.token}} value in your email.

#set($preferredname = $lead.Preferred_First_Name__c )
#if ($preferredname.isEmpty())
#set($Salutation = "${lead.First_Name}," )
#else
#set($Salutation = "${preferredname}," )
#end
${Salutation}

This is just an example and you would need to replace lead.Preferred_First_Name__c with your preferred name field and same with First Name.