Segmentation not working in Sales Force Email Templates | Community
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Allison_Proehl
Allison_Proehl
New Participant
March 29, 2017
Solved

Segmentation not working in Sales Force Email Templates

  • March 29, 2017
  • 1 reply
  • 2047 views

I created segmented content in Marketo so that the signature line would change based on who the Account Manager of the lead was. When I did all my testing in Marketo, everything was populating correctly based on who the Account Manager of the lead was. (Aka Mary is the Account Manager and so Mary's signature line populates the bottom of the email.)

However as soon I published these email templates to Marketo Sales Insight and tried to test them, segmentation stopped completely.

Anyone know how to fix this?

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Best answer by Josh_Hill13

Hi,

Do you mean that Segmentation/Snippets did not work when the email was sent from MSI? Yeah, that won't work.

Dynamic Content/Segmentation/Snippets are for Marketo only.

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
New Participant
March 29, 2017

Hi,

Do you mean that Segmentation/Snippets did not work when the email was sent from MSI? Yeah, that won't work.

Dynamic Content/Segmentation/Snippets are for Marketo only.

    Allison_Proehl
    Allison_ProehlAuthor
    New Participant
    March 29, 2017

    Well that's a bummer. Thanks for your reply Josh

    Carrie_Chandle1
    Carrie_Chandle1
    New Participant
    June 5, 2017

    Major bummer - I was just having the same problem. Does your Sales team type in their name every time? We include the person's picture, name, email, and phone (via snippets) which will be a huge pain to add manually every time.

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