How to use Personalization String within Journey Builder using Salesforce DataPersonalization string in email not appearing when email is sent from Journey BuilderJourney Builder contact update within JourneyHow to use a different email address in journey builder?Journey Builder: how does 'end date' within Entry Schedule workData overwrite for journey builder personalizationJourney with Salesforce Event Data - Change Contact Key of injected leadJourney Builder 'Journey Tracking Data Extensions'Journey Builder Salesforce data entry event contact evaluation/entryJourney Builder Entry Data ExtensionDynamic content within journey builder using Live Data
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How to use Personalization String within Journey Builder using Salesforce Data
Personalization string in email not appearing when email is sent from Journey BuilderJourney Builder contact update within JourneyHow to use a different email address in journey builder?Journey Builder: how does 'end date' within Entry Schedule workData overwrite for journey builder personalizationJourney with Salesforce Event Data - Change Contact Key of injected leadJourney Builder 'Journey Tracking Data Extensions'Journey Builder Salesforce data entry event contact evaluation/entryJourney Builder Entry Data ExtensionDynamic content within journey builder using Live Data
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I have created a Journey where the entry event is a Salesforce Data extension and a contact is injected into it when he creates a new record in an object named Application. When it happens, the information regarding the percent completed of the application is saved in the Journey Data Extension and, after a specific date, the system sends an email with this information (using personalization string).
My issue is that I need to map Contact Data and not Journey Data because at the begining, the percent complete is 0%, but when the email is sent the percent complete may be 50% (as an example) and I need this data updated.
How I should change the personalization string in order to map Contact Data instead Journey Data?
marketing-cloud ampscript journeybuilder
edited 7 hours ago
Adrian Larson♦
112k19123262
asked 7 hours ago
Anna JourneysAnna Journeys
61
New contributor
Anna Journeys is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
add a comment |
I have created a Journey where the entry event is a Salesforce Data extension and a contact is injected into it when he creates a new record in an object named Application. When it happens, the information regarding the percent completed of the application is saved in the Journey Data Extension and, after a specific date, the system sends an email with this information (using personalization string).
My issue is that I need to map Contact Data and not Journey Data because at the begining, the percent complete is 0%, but when the email is sent the percent complete may be 50% (as an example) and I need this data updated.
How I should change the personalization string in order to map Contact Data instead Journey Data?
marketing-cloud ampscript journeybuilder
edited 7 hours ago
Adrian Larson♦
112k19123262
asked 7 hours ago
Anna JourneysAnna Journeys
61
New contributor
Anna Journeys is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
add a comment |
I have created a Journey where the entry event is a Salesforce Data extension and a contact is injected into it when he creates a new record in an object named Application. When it happens, the information regarding the percent completed of the application is saved in the Journey Data Extension and, after a specific date, the system sends an email with this information (using personalization string).
My issue is that I need to map Contact Data and not Journey Data because at the begining, the percent complete is 0%, but when the email is sent the percent complete may be 50% (as an example) and I need this data updated.
How I should change the personalization string in order to map Contact Data instead Journey Data?
marketing-cloud ampscript journeybuilder
edited 7 hours ago
Adrian Larson♦
112k19123262
asked 7 hours ago
Anna JourneysAnna Journeys
61
New contributor
Anna Journeys is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
I have created a Journey where the entry event is a Salesforce Data extension and a contact is injected into it when he creates a new record in an object named Application. When it happens, the information regarding the percent completed of the application is saved in the Journey Data Extension and, after a specific date, the system sends an email with this information (using personalization string).
My issue is that I need to map Contact Data and not Journey Data because at the begining, the percent complete is 0%, but when the email is sent the percent complete may be 50% (as an example) and I need this data updated.
How I should change the personalization string in order to map Contact Data instead Journey Data?
marketing-cloud ampscript journeybuilder
marketing-cloud ampscript journeybuilder
edited 7 hours ago
Adrian Larson♦
112k19123262
asked 7 hours ago
Anna JourneysAnna Journeys
61
New contributor
Anna Journeys is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
edited 7 hours ago
Adrian Larson♦
112k19123262
asked 7 hours ago
Anna JourneysAnna Journeys
61
New contributor
Anna Journeys is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
edited 7 hours ago
Adrian Larson♦
112k19123262
edited 7 hours ago
Adrian Larson♦
112k19123262
edited 7 hours ago
Adrian Larson♦
112k19123262
112k19123262
asked 7 hours ago
Anna JourneysAnna Journeys
61
New contributor
Anna Journeys is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
asked 7 hours ago
Anna JourneysAnna Journeys
61
asked 7 hours ago
Anna JourneysAnna Journeys
61
61
New contributor
Anna Journeys is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
New contributor
Anna Journeys is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
add a comment |
add a comment |
1 Answer
1
active
oldest
votes
Option 1: You could retrieve the current value from the synchronized data extensions via AMPscript using the Lookup-function. As a prerequisite you need to have the desired object configured to sync to Marketing Cloud.
Instead of the personalization string you would use a line similar to this:
%%=Lookup('NameOfYourSyncDE','FieldYouLikeToQuery','Id', @VariableContainingTheRecordId)=%%
Option 2: An alternative way is to directly query the record in Sales Cloud using the RetrieveSalesforceObjects-function.
%%[
VAR @rs, @row, @value
SET @rs = RetrieveSalesforceObjects('NameOfYourSFDCObject', 'Id,FieldYouLikeToQuery', 'Id', '=', @VariableContainingTheRecordId)
IF RowCount(@rs) == 1 THEN
SET @row = Row(@rs, 1)
SET @value = Field(@row, 'FieldYouLikeToQuery')
ELSE
SET @value = 'Fallbackvalue'
ENDIF
]%%
The above snippet retrieves a value from Sales/Service Cloud and writes it to the variable @value. In order to write it to the email, you need to use the following snippet:
%%=v(@value)=%%
For both options you'd use the Salesforce Record-ID as identifier. Note, that for option 1 there is a delay as synchronization can only appear once every 15 minutes (or even longer intervals, depending on the data source configuration).
Related documentation:
- Lookup-function
- RetrieveSalesforceObjects-function
- RowCount-function
- Row-function
- Field-function
answered 7 hours ago
Markus SlabinaMarkus Slabina
6,78011432
add a comment |
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1 Answer
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1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
Option 1: You could retrieve the current value from the synchronized data extensions via AMPscript using the Lookup-function. As a prerequisite you need to have the desired object configured to sync to Marketing Cloud.
Instead of the personalization string you would use a line similar to this:
%%=Lookup('NameOfYourSyncDE','FieldYouLikeToQuery','Id', @VariableContainingTheRecordId)=%%
Option 2: An alternative way is to directly query the record in Sales Cloud using the RetrieveSalesforceObjects-function.
%%[
VAR @rs, @row, @value
SET @rs = RetrieveSalesforceObjects('NameOfYourSFDCObject', 'Id,FieldYouLikeToQuery', 'Id', '=', @VariableContainingTheRecordId)
IF RowCount(@rs) == 1 THEN
SET @row = Row(@rs, 1)
SET @value = Field(@row, 'FieldYouLikeToQuery')
ELSE
SET @value = 'Fallbackvalue'
ENDIF
]%%
The above snippet retrieves a value from Sales/Service Cloud and writes it to the variable @value. In order to write it to the email, you need to use the following snippet:
%%=v(@value)=%%
For both options you'd use the Salesforce Record-ID as identifier. Note, that for option 1 there is a delay as synchronization can only appear once every 15 minutes (or even longer intervals, depending on the data source configuration).
Related documentation:
- Lookup-function
- RetrieveSalesforceObjects-function
- RowCount-function
- Row-function
- Field-function
answered 7 hours ago
Markus SlabinaMarkus Slabina
6,78011432
add a comment |
Option 1: You could retrieve the current value from the synchronized data extensions via AMPscript using the Lookup-function. As a prerequisite you need to have the desired object configured to sync to Marketing Cloud.
Instead of the personalization string you would use a line similar to this:
%%=Lookup('NameOfYourSyncDE','FieldYouLikeToQuery','Id', @VariableContainingTheRecordId)=%%
Option 2: An alternative way is to directly query the record in Sales Cloud using the RetrieveSalesforceObjects-function.
%%[
VAR @rs, @row, @value
SET @rs = RetrieveSalesforceObjects('NameOfYourSFDCObject', 'Id,FieldYouLikeToQuery', 'Id', '=', @VariableContainingTheRecordId)
IF RowCount(@rs) == 1 THEN
SET @row = Row(@rs, 1)
SET @value = Field(@row, 'FieldYouLikeToQuery')
ELSE
SET @value = 'Fallbackvalue'
ENDIF
]%%
The above snippet retrieves a value from Sales/Service Cloud and writes it to the variable @value. In order to write it to the email, you need to use the following snippet:
%%=v(@value)=%%
For both options you'd use the Salesforce Record-ID as identifier. Note, that for option 1 there is a delay as synchronization can only appear once every 15 minutes (or even longer intervals, depending on the data source configuration).
Related documentation:
- Lookup-function
- RetrieveSalesforceObjects-function
- RowCount-function
- Row-function
- Field-function
answered 7 hours ago
Markus SlabinaMarkus Slabina
6,78011432
add a comment |
Option 1: You could retrieve the current value from the synchronized data extensions via AMPscript using the Lookup-function. As a prerequisite you need to have the desired object configured to sync to Marketing Cloud.
Instead of the personalization string you would use a line similar to this:
%%=Lookup('NameOfYourSyncDE','FieldYouLikeToQuery','Id', @VariableContainingTheRecordId)=%%
Option 2: An alternative way is to directly query the record in Sales Cloud using the RetrieveSalesforceObjects-function.
%%[
VAR @rs, @row, @value
SET @rs = RetrieveSalesforceObjects('NameOfYourSFDCObject', 'Id,FieldYouLikeToQuery', 'Id', '=', @VariableContainingTheRecordId)
IF RowCount(@rs) == 1 THEN
SET @row = Row(@rs, 1)
SET @value = Field(@row, 'FieldYouLikeToQuery')
ELSE
SET @value = 'Fallbackvalue'
ENDIF
]%%
The above snippet retrieves a value from Sales/Service Cloud and writes it to the variable @value. In order to write it to the email, you need to use the following snippet:
%%=v(@value)=%%
For both options you'd use the Salesforce Record-ID as identifier. Note, that for option 1 there is a delay as synchronization can only appear once every 15 minutes (or even longer intervals, depending on the data source configuration).
Related documentation:
- Lookup-function
- RetrieveSalesforceObjects-function
- RowCount-function
- Row-function
- Field-function
answered 7 hours ago
Markus SlabinaMarkus Slabina
6,78011432
Option 1: You could retrieve the current value from the synchronized data extensions via AMPscript using the Lookup-function. As a prerequisite you need to have the desired object configured to sync to Marketing Cloud.
Instead of the personalization string you would use a line similar to this:
%%=Lookup('NameOfYourSyncDE','FieldYouLikeToQuery','Id', @VariableContainingTheRecordId)=%%
Option 2: An alternative way is to directly query the record in Sales Cloud using the RetrieveSalesforceObjects-function.
%%[
VAR @rs, @row, @value
SET @rs = RetrieveSalesforceObjects('NameOfYourSFDCObject', 'Id,FieldYouLikeToQuery', 'Id', '=', @VariableContainingTheRecordId)
IF RowCount(@rs) == 1 THEN
SET @row = Row(@rs, 1)
SET @value = Field(@row, 'FieldYouLikeToQuery')
ELSE
SET @value = 'Fallbackvalue'
ENDIF
]%%
The above snippet retrieves a value from Sales/Service Cloud and writes it to the variable @value. In order to write it to the email, you need to use the following snippet:
%%=v(@value)=%%
For both options you'd use the Salesforce Record-ID as identifier. Note, that for option 1 there is a delay as synchronization can only appear once every 15 minutes (or even longer intervals, depending on the data source configuration).
Related documentation:
- Lookup-function
- RetrieveSalesforceObjects-function
- RowCount-function
- Row-function
- Field-function
answered 7 hours ago
Markus SlabinaMarkus Slabina
6,78011432
edited 7 hours ago
answered 7 hours ago
Markus SlabinaMarkus Slabina
6,78011432
answered 7 hours ago
Markus SlabinaMarkus Slabina
6,78011432
answered 7 hours ago
Markus SlabinaMarkus Slabina
6,78011432
6,78011432
add a comment |
add a comment |
Anna Journeys is a new contributor. Be nice, and check out our Code of Conduct.
Anna Journeys is a new contributor. Be nice, and check out our Code of Conduct.
Anna Journeys is a new contributor. Be nice, and check out our Code of Conduct.
Anna Journeys is a new contributor. Be nice, and check out our Code of Conduct.
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