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hemm
Dynamically Set the Sender From/Email to the Lead Owner on an Auto Response Rule
For an Auto Response rule, is there anything (like a merge field) that can be put into the Sender's Name and Sender's Email Address that would dynamically pull that information from the Lead Owner?
The issue is that my client is sending Auto Response emails and the email template has the Lead Owner's info in it (via merge fields), but there is no simple way to do this dynamically in an Auto Response Rule. To accomplish this, they need to create an Auto Response Rule for each Assignment Rule they have and then hardcode in who that Auto Response Rule comes from. This means that any future changes to Assignment Rules require a similar change to Auto Response Rules. There must be an easier way. Ideas?
The issue is that my client is sending Auto Response emails and the email template has the Lead Owner's info in it (via merge fields), but there is no simple way to do this dynamically in an Auto Response Rule. To accomplish this, they need to create an Auto Response Rule for each Assignment Rule they have and then hardcode in who that Auto Response Rule comes from. This means that any future changes to Assignment Rules require a similar change to Auto Response Rules. There must be an easier way. Ideas?
Thanks for your reply.
I have one other question for you. I am currently having difficulty getting my Lead Auto-Response Rules to fire at all for any of my incoming Web-to-Leads. My Web-to-Lead landing pages use custom code written in .Net and the Leads are arriving fine, but the Auto-Response Rules are not firing. Do you recall if there is a special switch that has to be activated in the Web-to-Lead code to activate the Auto-Response Rules?