Problem:
What Company Name will show up on the Unsubscribe Footer from an Email Marketing Campaign for customer records with different subsidiaries from OneWorld accounts?
"This message was sent from [Company Name] [Company Address]."
a. Send Email Preview
b. Customer A from Subsidiary A
c. Customer B from Subsidiary B
Solution:
To test:
1. Create 2 customer record with the following Subsidiaries
a. Customer A from Subsidiary A
b. Customer B from Subsidiary B
2. Create an email marketing campaign & save.
Results:
a. On Send Email Preview, the Company Name will come from the Subsidiary of the employee who created the email marketing campaign.
b. Customer A will show the Addressee from Subsidiary A from their customer record.
c. Customer B will show the Addressee from Subsidiary B from their customer record.
For Bulk Merges:
Requisite:
1. Create an email template via Documents> Templates> Email Templates> New
2. Enter a Name, Subject and a Message on the Text Editor
3. On the Marketing tab, check both options:
- Add Unsubscribe Link to Message Footer in Bulk Merges
- Add Company Address to Message Footer in Bulk Merges
4. Save the template
Solution:
To test:
1. Create 2 customer record with the following Subsidiaries
a. Customer A from Subsidiary A
b. Customer B from Subsidiary B
2. Create and send a Bulk Merge
Results:
a. On Send Email Preview, the Company Name will come from the Subsidiary of the employee who initiated the Bulk Merge.
b. Customer A will show the Addressee from Subsidiary A from their customer record.
c. Customer B will show the Addressee from Subsidiary B from their customer record.
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