@hunterjoseph12 Unsure if this is exactly what you’re looking for / if it fulfills this request, but instead of having to use the taxonomy, could you just create different email variants and apply filters in those variants based off their roles? Example:
- Email variant 1: Role = Security (or you could do Role contains “Security” depending on what you’re looking for)
- Email variant 2: Role = CISO
- Email variant 3: Role = Product Manager
etc etc etc.
Or, if the taxonomy needs to be used, I’m sure you could accomplish corresponding that with role by adding case expressions. Using your example, you could create a string case expression like so:
- CASE when role = Security & Risk THEN custom “Security”
Just an idea - hopefully this helps in some way!
@hunterjoseph12 Unsure if this is exactly what you’re looking for / if it fulfills this request, but instead of having to use the taxonomy, could you just create different email variants and apply filters in those variants based off their roles? Example:
- Email variant 1: Role = Security (or you could do Role contains “Security” depending on what you’re looking for)
- Email variant 2: Role = CISO
- Email variant 3: Role = Product Manager
etc etc etc.
Or, if the taxonomy needs to be used, I’m sure you could accomplish corresponding that with role by adding case expressions. Using your example, you could create a string case expression like so:
- CASE when role = Security & Risk THEN custom “Security”
Just an idea - hopefully this helps in some way!
ah this was so incredibly helpful! I was going to default to the email variants - but the case expressions is exactly what i was looking for (and i was not aware about its existence!)
