Getting Data from deals in to an email template
Aug 20, 2018 11:33 PM
Our system allows people to customise products on our site using our web based editor. When a user saves a design we create what we call a hero image (preview of their design insitu with the product). When the user abandons the design and doesn’t order we need to trigger an email that will send that preview image in an email to the user encouranging them to complete their order.
We were initially advised to send the hero image urls into deals because in there we know if the user has ordered or not.
Then we were advised to send the hero image url into the contact and we have done this but now we are realising that we have no way of knowing at contact level whether the deal was won or not (ordered) so we could be sending emails to people inviting them to order something they have already ordered