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Send customer journey email to owner of contact/account

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Posted on by 10

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!

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Send customer journey email to owner of contact/account

    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 

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Send customer journey email to owner of contact/account

    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

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Send customer journey email to owner of contact/account

    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). 

    pastedimage1576568877285v1.png

    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,

    pastedimage1576573121782v2.png 

    This might causes confusing for us while we were viewing Insights data for a single contact record.  

    Regards,

    Clofly

  • Devuja Profile Picture
    Devuja 10 on at
    RE: Send customer journey email to owner of contact/account

    Hi Stephani,

    Thanks for your answer!

    The only problem I have is that the Assist Edit only gives the following options:

    pastedimage1576573644583v1.png

    Is there a way to get the 'Related entity' option?

    BR

  • Suggested answer
    Stephani Profile Picture
    Stephani on at
    RE: Send customer journey email to owner of contact/account

    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:

    pastedimage1576527958957v1.png

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