Dynamics Community Forum Thread Details

Marketing email to come from Account Owner

I'm working on a new customer journey and would like the emails to be sent from the Sales Rep. I have found a way to do this if the Contact record is owned by the Sales Rep. However, there are times when others enter in Contacts for an account, and we have other system jobs that pull in records and create the contact records.

What I'm hoping to accomplish is this:

Contact->Account they are tied to->Sales Rep->Sales Rep Full Name
Contact->Account they are tied to->Sales Rep->Sales Rep Internal Email

Current config:

I would really appreciate some assistance on this.

Brandon

EDIT:

To add more complexity to this, not only are accounts owned by Sales Reps, but we have just implemented Sales Team. And there are a list of Team Members. So, I'm trying to figure out the best way to dynamically send emails from the corresponding users / team so it is more personalized, and then replies also go back to the right person.

Hi BBaker32,

Dynamic expression in marketing email could only support two hops,

as what you current config showed from posted screenshot: {{contact.contact_systemuser_owninguser.fullname}}, there are just two hops in the expression, so it's supported.

As per my understanding, the expected you want to accomplish would be some thing likes below:

{{contact.contact_account_parentcustomerid.account_systemuser_owninguser.fullname}} ▮ color relationship stands for Account that Contacts are tied to.

It couldn't be supported because it includes three hops.

Therefore, you should create two custom fields for Contact entity to save Owner data(Sales Reps or Sales Team) of account that Contacts are tied to, then add expression such as {{contact.new_accountowner_name}} and {{contact.new_accountowner_internalemailaddress}}, then run a plug-in or a workflow for contact entity to sync data from related accounts' owner.

Here is a previous thread, which would be similar to your requirement, please take it as reference:

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/370438/marketing-email-assistant-can-not-show-lookup-field-name

Regards,

Clofly

Quick Links

Subscribe to this forum!