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Customer experience | Sales, Customer Insights,...
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Email tracking tokens for 1 entity only -> "Use own token with workflow instead of MS generated"?

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Hi,

I have a custom entity where all the emails i send from this is send from a specific mailbox. If the customer replys to the emails we wan't all emails to be added to the custom entity record.

All the records in our custom entity get a unique inremented number. This number is also used in the subject when sending emails. Ex. 7561 etc.

Currenly we have enabled the smart matching however it doesn't work all the times (Subject have a unique number included, however sometimes it doesn't mach).

So i want to use the tracking token instead - however i dont want to enable it for all emails send from CRM.

My idea was to create a workflow on email that will populate the tracking token field with the unique number from the custom entity record (before the email is send).

The question is, will this work? Also if i haven't enabled tracking token in setting, will CRM still use the tracking token field on the email if populated?

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