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speacher
speacher
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Mar 3, 2025 5:19 PM UTC
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Jouney orchestrator email template based on logic for Toekns

I’m looking for a way to build logic into the tokens for Mass Journey Orchetrator emails in order to place Book A Meeting links based on the Rep assigned to the account.  Is it possible to use logic for Tokens currently?

    dayn.johnson
    dayn.johnsonAnswer
    VIP ⭐️⭐️⭐️⭐️⭐️
    Mar 4, 2025 6:21 PM UTC

    Depending on your JO source, it should be possible!

    Sending using the Company JO model (we use a Redshift User object with lookups to the Company object for most of our customer-facing programs), if you have a field for “Rep Meeting Link” or the like, you should be able to map that field to the token, and have the email load the correct meeting link depending on which rep is tied to the account.

    Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
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    dayn.johnson
    dayn.johnsonAnswer
    VIP ⭐️⭐️⭐️⭐️⭐️
    Mar 4, 2025 6:21 PM UTC

    Depending on your JO source, it should be possible!

    Sending using the Company JO model (we use a Redshift User object with lookups to the Company object for most of our customer-facing programs), if you have a field for “Rep Meeting Link” or the like, you should be able to map that field to the token, and have the email load the correct meeting link depending on which rep is tied to the account.

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    Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
      speacher
      speacherAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      Mar 4, 2025 6:39 PM UTC

      Thank you.  Can you point me to some documentation that shows how to use the logic to insert a token for a meeting link based on the assigned account rep?

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      Serena Peacher, Business Analyst @ Inovalon
        dayn.johnson
        dayn.johnson
        VIP ⭐️⭐️⭐️⭐️⭐️
        Mar 4, 2025 8:20 PM UTC

        You’ll need to make sure it’s mapped/included in the program source, or brought in using a calculated field -- are you using dynamic JO, or the old (current) advanced JO? This post has a good description of URLs with tokens.

        ❗IMPORTANT -- if you’re using dynamic JO, you won’t be able to map custom fields in your source, so using a calculated field may be the best way to map the URL to a token.

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        Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
          speacher
          speacherAuthor
          Contributor ⭐️⭐️⭐️⭐️⭐️
          Mar 5, 2025 2:53 PM UTC

          Thank you but I do not know the answer to your question.  I don’t know how to tell which version I am on as I have only used one version in the last year.  I am looking for documetation or a tutorial that has step by step instructions on how to set up what you are suggesting.  I’ve not been able to find this information in the community or in the GU.  I’ll look to join office hours to see if that can provide me with direction.  Thank you for your help. 

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          Serena Peacher, Business Analyst @ Inovalon
          dayn.johnson
          dayn.johnson
          VIP ⭐️⭐️⭐️⭐️⭐️
          Mar 5, 2025 3:03 PM UTC

           I’ll look to join office hours to see if that can provide me with direction.

          ​@sdrostgainsightcom has some fantastic sessions! https://communities.gainsight.com/meetings-office-hours-3

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          Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
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