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Anonymous
June 11, 2015
Solved

Problem with token pulling first name

I am seeing inconsistency when I test emails using the Lead. First Name token. It does not consistently pull the first name. I need some guidance before I send my email. Please advise.

Thanks.

Catherine

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    Scott_McKeighe2
    Scott_McKeighe2Accepted solution
    Level 4
    June 12, 2015

    Josh- Can you please tell me the steps to see a test with the first name incorporated? I am anxious to get this out.

    Thanks.

    Catherine


    Hey Catherine,

    If you right click on an email asset within Marketo, you'll be presented with the option to "Send Sample." That'll bring up a window allowing you to select a lead from your database to key off of in your sample for all {{Lead.X}} values, and a recipient email address (like yours) to see how it renders in the inbox.

    If you leave the Lead field blank, the message will fall back to the default token values you've set in the email. Otherwise, they should populate with the personalized ones.

    Hope this helps!

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    9 replies

    Josh_Hill13
    Josh_Hill13
    Level 10
    June 11, 2015

    Can you be more specific? Screenshot?

    {{lead.First Name}} will pull whatever is in that field. If nothing, then it will either be blank or you can do:  {{lead.First Name:default=Colleague}}

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    Anonymous
    June 11, 2015

    Hi Josh.

    I verified that in every case, the first name field has a name in it, but my tests are inconsistent. Attached are the examples.

    I created two leads using all identical data except the email address. Not sure what I am missing...

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    Anonymous
    June 11, 2015

    Hi Catherine,

    Are you consistently choosing to send the test as if to a contact? It looks like in the examples you posted the first one is sent as if it is sent directly to that contact, but in the second, it looks like it is just sent as a generic test. When I send myself test emails from the email edit screen it seems to default to sending a test as if it's going to a contact, however, when I send it from the Marketing Programs or Design Studio lists it sends it just as a generic test (like your second one) so it always sets my name tokens to the default.

    Just something to check in case it's causing the inconsistency.

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