We are trying to automate Leasing updates for our properties.
We have a custom object called Leasing Updates, where we put SQFT, Tenant name, Property name etc.
When this object is created, we want to dynamically insert this data via tokens in a marketing email, and send to a list of Investors in that property.
So If I create a record for Demi’s Shopping Center with all info on the new lease aquired, I want to push the data to an email via tokens and then send to the list titled “Demi’s Shopping Center Investors”.
This would require that custom object to be associated with each contact in that list, right? Otherwise it would just pull in blank data tokens.
I was also trying to think of a way to push this data to all contacts in that list then running the workflow and email that way, so the data pulls. But I’m also not sure how to push to all contacts in that specific list.
Yes you would need a contact to send an email to, so the custom object would need to be associated to know which person to send the email with that data to.
If it’s specific data, you could update the custom object via workflows too, you could set a specific value or copy a value from another object into your custom object properties too.