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Corporate account team member in email to the contact

Katharinam
Participant
0 Kudos

Hi Experts,

we would like to include the name of the corporate account's account team memeber (depending on the role) in an email to the contact of this corporate account (personalization).

Is this possible and how?

Thank you!

Katharina

Accepted Solutions (0)

Answers (4)

Answers (4)

BACKESSI
Product and Topic Expert
Product and Topic Expert

Dear Katharina,

Could you please give an example what you exactly want to include depending on a role.

Kind regards,

Silvia Backes

Katharinam
Participant
0 Kudos

Hi Silvia,

only the first and last name of the account team member depending on the role (see screenshot in the discussion with Kunal above).

Kind Regards

Katharina

BACKESSI
Product and Topic Expert
Product and Topic Expert

Dear Katharina,

Please find the Advanced Send on Behalf Using Account Team members with our 2308 release. See https://help.sap.com/docs/SAP_MARKETING_CLOUD/fd4e354968fd432db74bff1992c3a1fb/a2d2d26a559e4d15b52dc....

Feel invited to the upcoming webcast for our B2B enhancements, please register here https://gateway.on24.com/wcc/eh/2983783/lp/4280987/sap-marketing-cloud-b2b-enhancements?partnerref=c...

Kind regards,

Silvia Backes

Katharinam
Participant
0 Kudos

Hi silvia.backes but these are just email settings like who is in the sender of the e-mail?

I want the account team member to be in the footer of the email, for example.

KunalBansal
Active Contributor

Hi markertk,

I beleive you can only do so with the contact marked as Main Contact.

I hope this helps to close the thread.

Best Regards,

Kunal

Katharinam
Participant
0 Kudos

bansal.kunal maybe you meant Key Member instead of Main Contact?

I can't find it in the API documentation or in the Upload Template for Account Team Members.

API Reference | Marketing: Corporate Account | SAP Business Accelerator Hub

KunalBansal
Active Contributor
0 Kudos

Yes, Key Member (main contact) in new terminology.

Katharinam
Participant
0 Kudos

Do you know where i can set this?

BACKESSI
Product and Topic Expert
Product and Topic Expert
0 Kudos

Hi Katharina,

The account roles are now already available as attributes and can be used explicitly, e.g. Support Engineer, Presales Specialist. This can be used in the footer of the email, for example.

Or to what kind of role are you referring to?

Kind regards,

Silvia