Hello,
We are using customer journeys to send a welcome mail with login to new customers based on a dynamic segment.
Is there a way to send a copy of that welcome mail to the owner of the contact/account or to send it simultaneously to the owner of the contact?
e.g. A new customer is created > the dynamic segment is updated and the customer journey sends a welcome mail to the new contact.
Simultaneously, the owner of the contact should also receive that same welcome mail.
Is there a way to incorporate this?
Thanks!
Hi Devuja,
Please let us know whether you had send marketing emails to contact's owner successfully,
and whether you still had any other problem.
Thanks.
Regards,
Clofly
Hi,
To find the option: Contextual -> Contact -> Related entity.
It would take up to half an hour for the relationship to be available in assist-edit.
If the relationship would not appear in drop-down list, try to copy relationship URL manually in Stephani's answer:
{{contact.contact_systemuser_owninguser.internalemailaddress}}
Because the relationship still not appears after I have waited half an hour, so I copied the URL manually to test, and got success to send marketing email to system users.
Regards,
Clofly
Hi Devuja,
As Stephani suggested, populate marketing email To field by assis-edit would be a useful way to send marketing email to not only contacts,
what's more, it could be possible to send marketing emails to related leads or accounts.(But contact is still based entity)
I just would like to add some supplement about the method:
By default, relationship Owing User(Contact) -> User might not be available in assist-edit,
we should enable the entity to appear in assist-edit by configuration: Advanced settings -> Marketing setting -> Marketing data configuration -> User(systemuser).
What's more, there are other two points that I would like to share:
1. Due to there is only one To field in marketing email entity, so we should create 2 same marketing emails to
let both contacts and owners of the contacts could receive emails.
2. Owner(user)'s interaction will be counted as contact's behavior.
For example, in a sent marketing email insights tab > Delivery > Sent emails, owner's primary email will be regarded as contact's email address,
This might causes confusing for us while we were viewing Insights data for a single contact record.
Regards,
Clofly
Hi Stephani,
Thanks for your answer!
The only problem I have is that the Assist Edit only gives the following options:
Is there a way to get the 'Related entity' option?
BR
On the summary tab of the Marketing e-mail, you can specify the "To address". By default, it is the contact's email - you could add the contact owner's email using the Assist Edit. Something like this:
André Arnaud de Cal...
291,979
Super User 2025 Season 1
Martin Dráb
230,848
Most Valuable Professional
nmaenpaa
101,156