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New Participant
April 12, 2019
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Tokens nested in snippets

  • April 12, 2019
  • 2 replies
  • 3107 views

We've got email signature snippets set up. The issue is, the titles of our team members change and then it's quite a manual process to go in to each of the snippets and update them.

We've put tokens in the snippets, but they don't seem to bring up the information from the relevant fields. They just come up as blank. Any tips for successfully nesting tokens in snippets would be amazing. Thanks!

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Best answer by Bryan_Epstein

Can you show us the code that you are using within the snippet? Are you not using a default value in the token? Also, when you are testing the email, are you previewing as an lead record with the team member's title?

2 replies

Bryan_Epstein
Bryan_EpsteinAccepted solution
New Participant
April 12, 2019

Can you show us the code that you are using within the snippet? Are you not using a default value in the token? Also, when you are testing the email, are you previewing as an lead record with the team member's title?

New Participant
April 14, 2019

Thanks Jay and Bryan, yes the tokens nested inside the snippets were actually working all along. However, when previewing them , Marketo displays the what a 'default' contact would see. By selecting a specific contact, and viewing the preview from their perspective, we were able to see the correct information populating the snippet.

Another way we found this worked was by sending a test email, but ensuring that 'default' wasn't selected, rather (same as above) selecting a specific contact example.

Thanks heaps.

Minna

Jay_Jiang
New Participant
April 12, 2019

Tokens definitely work in snippets. I'd check if the token field on the lead record you're testing actually has a value or not

If you're sales owner job title tokens and you're synced with salesforce.com, the sales person needs to update their profile in salesforce for the data to flow through.