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Ability to send a program email from different senders based on criteria

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katie_b
We have quite a few instances where we'd like to send an email communication from an Account CSM (if there is one) and if not, send from our Relationship CSM. Since these live on two separate fields, I don't believe it is possible without creating 2 separate programs and dividing our send list prior to uploading it (the particular one I'm working on is from a CSV file, not a query). Could the To, From Name, Reply to and From Email fields be set differently based on criteria? Similar to variable email templates, but from what I could see these fields had to remain constant...only fields within the variant templates could be different.

2 replies

elisa_pelegrina
Thanks for posting this idea Katie! This has also come up as a use case for us (currently we had to decide on one static sender) and I am sure it will again in the future.


kate_green
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  • Helper ⭐️⭐️
  • 262 replies
  • March 7, 2019
One idea is to use Query Builder to ingest the csv file, and transform it two times in order to create a new field "Sender". The field is then populated by either the Account CSM when that field is not null or the Relationship CSM when Account CSM is null. Then merge those two new data sets together and map that new field to the Sender field in the program.


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