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Carly Berman

Allow custom object fields to be used as email tags

Marketing & Content Tools

Users would like to be able to use field values from custom objects in emails to prospects. This would also require a rules system to define which related custom objects are used for email tags for each prospect. Thanks to Dan Van Kley for the idea!

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Latest Comment from Salesforce

Heather Stables - 10 months ago

At this time, we do not have a release date for this feature. We completed our pilot and decided to take the solution in a slightly different direction, so we're still working towards that solution, but we don't have a planned release date at this time. Thank you to everyone who has taken the time to participate in the pilot and to comment on this post.

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Comments ( 33 )

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Danielle Sensley - 6 months ago

I had this feature in Oracle Eloqua and it would be great if Pardot had it too.
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Matthias Rothkoegel - 6 months ago

This would allow for so many new possibilities with Pardot:

Referencing details from contracts
Sending communications specifying the details of a case
Following up on particulcar details of a quote
Following up on certain answers in surveys
...

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Elisa Landgraf - 6 months ago

This functionality is exactly what I was looking for today. Sad that it's not available right now. Looking forward to updates though! Has anyone had any success with a work around? If so, what was your work around?

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Michele Lougheed - 10 months ago

Very disappointing that this feature isn't available in the Winter '20 release! Our organisation needs this feature and was looking forward to it finally being available this month.
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Heather Stables - 10 months ago

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Henri Soropogui Viret - 1 year ago

Hi Bryan,

I received an update from Salesforce this week:

"This feature is currently in pilot and we expect the first iteration to be delivered in the Winter'20 release this year (which will happen in October 2019)"

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Bryan Snyder - 1 year ago

The last update on this states "We are still recruiting more participants for a pilot", but when you click the link you get a message which states "We are no longer accepting nominations for this pilot program." Which is it and if the pilot is over, when will we see this GA?

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Henri Soropogui Viret - 1 year ago

Hello,

Could we please receive an update about this idea that has been raised 5 years ago now....

Thanks a lot

Henri
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Richard Blumer - 1 year ago

Upvoted!
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Nik Friedman TeBockhorst - 1 year ago

Can this be merged with https://success.salesforce.com/ideaView?id=0873A000000E52HQAS?
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Mihai Plavitu - 1 year ago

Not sure if mentioned before but having 'list membership' as a rule would also enable a lot of possibilities.
How are things going with the pilot, any chances we would such features?
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Heather Stables - 2 years ago

We are still recruiting more participants for a pilot program about using Salesforce object data in Pardot emails and have made some updates since my last post. Would you like to try out our functionality and give us your feedback? We’d love to have you!

A pilot program is a way for customers to get access to cutting edge, not yet generally available features and for us at Pardot to get feedback so we can learn and change and make the best possible product. Sound like something you'd like to participate in? Read on to learn see if you might be a good fit for our pilot:

You need to sync objects from Salesforce to Pardot as Custom Objects in order to include them in Pardot emails, which means you either need to be Ultimate customers or Professional with the Custom Objects add-on.
There is limited filtering on which custom objects records associated with a prospect will appear in an email, and this is one thing we’d love you to experiment with and give us your feedback on.
Any email containing data from a custom object will be prevented from sending if there are more than 50,000 recipients in the single send.
Any customer accepted to the pilot will need to sign a Pilot agreement before gaining access to the pilot functionality.

Interested? Nominations are open. Apply to join here: http://www2.pardot.com/l/1/2018-04-03/3wtz4k

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Mareike Biswenger - 2 years ago

I vote for this feature!! How did the pilot turn out?
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Lisa Allen - 2 years ago

@Heather Stables. I'm late to the game but would appreciate the opportunity to be in the pilot if possible.

Lisa
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Heather Stables - 2 years ago

@Jessica Hanna

That's a great question. You WILL be able to select which fields from the object, but not which objects. Maybe an example is the best way to show what I mean. Say you want to include Events for a prospect. You can choose to put in the event name, date and leave out the event location field, but you can't filter down to only the Events for the month of November.