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Send customer journey email to owner of contact/account

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Posted on by Devuja

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!

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Stephani on at

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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:

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Devuja 16 on at

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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

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cloflyMao 25,210 on at

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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

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cloflyMao 25,210 on at

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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

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cloflyMao 25,210 on at

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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

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