AMPscript for Dynamic Sender Profile

ampscriptmarketing-cloud

I'm trying to setup a dynamic sender profile by only changing the Sender Name based on my records sales rep. I have 2 basic data extensions I need to use, one being my sales rep table as a reference, and the table I am sending to.

My sending table:

SubKey	Salutation	Name	Email
12345	Dr.	John Doe	[email protected]
12346	Dr.	Jane Doe	[email protected]

My sales rep reference table:

Name	Email	Phone	SubKey
Sailor Jerry	[email protected]	123-456-7899	12345
Pirate Pete	[email protected]	321-654-9987	12346

The SubKey is the similar column between the two tables. I am trying to perform a Lookup and pull the Name from my Sales Rep table and paste the name in the sender profile.

This is the AMPscript i'm gaving trouble with:

%%[ 
var @SubKey, @SubscriberKey, @SalesRep
set @SubscriberKey = [SubscriberKey] 
set @SubKey = Lookup(“SendingTable”,”SubKey”,”SubKey”,@SubscriberKey) 
set @SalesRep = Lookup(“SalesTable”,”SubKey”,”SubKey”,@SubscriberKey) 
set @SalesRep = ProperCase(@SalesRep) 
IF Empty(@SalesRep) THEN SET @SalesRep = “Captain Kangaroo” ENDIF 
]%%

%%v=(@SalesRep)=%%

I plan on having the above AMPscript as a snippet, and in the sender profile to pull it by using the ContentBlockbyKey to print out the results in the sending name.

How can I make this AMPscript work to pull my SalesRep name that's associated with the record I'm sending to?

Best Answer

I would suggest to go though this article first, to understand different ways of setting up of Dynamic Sender profile.

Dynamic Sender profile ways to personalize the "from" and "reply to" address.

Also note you can use _SubscriberKey to pull the subscriberkey, without using Lookup from Sendable DE.

Dynamic From-Name

/* Use this snippet ID as ContentAreaID for FROM NAME in your Sender profile */
%%[ 
    var @SubscriberKey, @SalesRep_Name
    set @SubscriberKey = AttributeValue("_subscriberkey")
    /* set @SubKey = Lookup("SendingTable","SubKey","SubKey",@SubscriberKey)  */
    set @SalesRep_Name = Lookup("SalesTable","Name","SubKey",@SubscriberKey) 
    set @SalesRep_Name = ProperCase(@SalesRep_Name) 
    IF Empty(@SalesRep_Name) THEN 
        SET @SalesRep_Name = "Captain Kangaroo"
    ENDIF 
]%%
%%v=(@SalesRep_Name)=%%

Dynamic From-EMAIL

/* Use this snippet ID as ContentAreaID for FROM EMAIL in your Sender profile */
%%[ 
    var @SubscriberKey, @SalesRep_Email
    set @SubscriberKey = AttributeValue("_subscriberkey") 
    /* set @SubKey = Lookup("SendingTable","SubKey","SubKey",@SubscriberKey)  */
    set @SalesRep_Email = Lookup("SalesTable","Email","SubKey",@SubscriberKey) 
    set @SalesRep_Email = ProperCase(@SalesRep_Email) 
    IF Empty(@SalesRep_Email) THEN 
        SET @SalesRep_Email = "[email protected]"
    ENDIF 
]%%
%%v=(@SalesRep_Email)=%%

Related Solutions

[SalesForce] Need AMPScript to create Dynamic Sender Profile

You'll need to reference the Relationship Manager ID in your lookup.

I'd approach it something like this. The AttributeValue() function handles null values gracefully.

%%[
var @rmId, @fromName, @fromEmail

/* set the var from the sending DE */
set @rmId = AttributeValue("RelationshipManagerID") 

/* retrieve fromName using @rmId */
set @fromName = lookup("ReferenceDE","fromName","RelationshipManagerID", @rmId) 

/* retrieve fromEmail using @rmId */ 
set @fromEmail = lookup("ReferenceDE","fromEmail","RelationshipManagerID", @rmId)

/* handle if no matching row was found */
set @fromName = iif(empty(@fromName),"Default From Name",@fromName)
set @fromEmail = iif(empty(@fromEmail),"default@example.com",@fromEmail)
    
]%%

Then in your Dynamic Sender Profile you'd reference the @fromName and @fromEmail like this.

From Name: %%=v(@fromName)=%%

From Email: %%=v(@fromEmail)=%%

UPDATE - 2018-03-22

Yeah, this doesn't work properly since the sender profile is processed by the OMM before everything else. This excellent answer outlines the proper solution:

Create a content box and set an External Key e.g. SenderEmail

Create a content box and set an External Key e.g. SendName

Inside your Content Boxes add your ampscript to set Email Name, Email address - though could be done as a simple Set @FromName = 'something' or you could also do a lookup to a data extension.

In you sender profile, add the following to your From Name / From Email boxes %%=ContentAreaByKey("SenderEmail")=%%

[SalesForce] Dynamic RMM Configuration

I'd suggest starting with adding the AMPScript for all four content areas to the body of your email to ensure they function properly.

Your #2 and #3 examples should work, but without knowing what's in your content areas, we don't have much to go on.

Update

I'm not a big fan of utilizing raw personalization strings. It's much better to code it defensively, assuming that either RepID won't exist in the sending audience or won't be found by the lookup. Here's an example for the reply email:

%%[

var @RepID, @sendName
set @RepID = AttributeValue("RepID")
set @sendName = Lookup("SendasSalesRep","SalesReplyeMail","RepID", @RepId)

if not empty(@sendName) then
  output(concat(@sendName))
else
  output(concat("Your Friend"))
endif

]%%

You can put this in a Content Area and reference in the RMM config, or you can paste it directly in the RMM field.

Best Answer

Related Solutions

[SalesForce] Need AMPScript to create Dynamic Sender Profile

[SalesForce] Dynamic RMM Configuration

Related Topic