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Customer experience | Sales, Customer Insights,...
Suggested Answer

Dynamic Segment using a contact FIELD as the recipient

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Posted on by 5

Hi everyone, im trying to send an email to a list of email addresses, who themselves may not be contacts in our CRM, but are listed as "contact email" in a custom field on the contact entity.

basic example, my CRM contact is John Jones, and his primary email is johnjones@example.co.ch.az but on his CRM profile, he listed in a custom field, contact email: james.jay@example.email.co.ch.az

is there anyway when creating a dynamic segment, that i can add the custom field email as the recipient / targeted email for my campaign? or must it be a contact for it to be added to a segment.

Thanks for any replies
Happy to be more specific if neeed.

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    Do you mean to send the marketing emails to the custom email address field?

    If yes, it can be done by change the dynamic content of the "To address" field in the marketing email.

    pastedimage1648437230821v1.png

    Select your custom field here.

    pastedimage1648437276029v2.png

    And then the email can be sent to the address in the custom field.

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