You can send emails from Act-On that show in the inbox as they were sent by the Contact or Lead Owner from Salesforce. This is a powerful way to use marketing automation to grab attention of your Leads and Contacts by using a personal touch.
- Active Connection with Salesforce
- CRM Administration set up and syncing on a schedule
- Email From setup completed for your account
- Your list must contain the Owner ID field
- Your Salesforce Owners should have up-to-date contact information in their Salesforce user profile.
- As a best practice, let your Sales Team know that you will be adding their Salesforce profile into outbound emails. This informs them to keep their profile updated so their information is correct in outbound communications with prospects.
Send an Email From the Contact's Owner
To send your email from the Salesforce Owner for each Lead or Contact, open the Email Composer.
- In the Address tab, choose Salesforce Owner as your sender.
- Choose a Salesforce List for your Recipients.
Add Owner Personalization in your Email Content
When you are in the Email Composer, go to the Design tab and use a Rich Text Block.
- Click on the Personalization icon.
- Choose the Sender Field option and scroll down to the Salesforce Owner Fields section. Choose the field you wish to insert into your email and click Insert.
- Add Fallback text for the field. This will show an alternative text when there is no data for the Sales Owner available. In this example we can see an alternative fax number for Owners who don't have their own fax set up:
- Without Fallback text:
- With Fallback text:
You must add fallback text to display when there is no data to display. Otherwise, the message will fail to send for contacts whose owners have incomplete information in their Salesforce profiles.
For more information on how to use Personalization fields, read this related article: Using Personalization Fields in Emails
- Your Rich Text Block will show the personalization fields similar to this, as variables:
- Without Fallback text:
- Next, navigate to the Review tab and use the Sample Preview to review how Personalization will show for contacts in your list.
Note: This personalization works if you are sending to a list that syncs with Salesforce and contains the Owner ID field. Confirm that your list has these fields in it before sending your message.
How is this feature different than Personalized From?
There are a few ways that these features are different.
|Salesforce Owner||Personalized From|
|Availability||Salesforce CRM only||All accounts|
|Marketing List Setup||
Owner ID is required
|Owner Name and Owner Email Fields are required|
|Available Data||Use data directly from Salesforce user profiles||Use fields that are present on the Marketing List|
'Sent' Note Assignment
|Task Assigned to Salesforce Owner||Task Assigned to Connected User|
For more information on Personalized From, see our article here: Personalized From Addresses