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Amber_Hobson
Amber_Hobson
Level 8
October 25, 2013
Question

A way to see email with merge fields within SFDC

  • October 25, 2013
  • 3 replies
  • 1169 views
Hello! We recently sent out our customer appreciation campaign which included a lot of merge fields showing various items (credit amoutns, eligible products, etc) that were very customized per contact record in Salesforce. I have had a lot of the reps ask for copies of an email for a particular contact so that they can see everything that was merged in and can send the email out to the contact as a follow up.

Is there any way to allow them to get at this themselves? We have Sales Insight. I tried looking in there, but when I click on the email to do a preview, it doesn't contain the merge fields. I'm wasting a lot of time going into Marketo and sending myself a sample for a particular contact each day!
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3 replies

A
Anonymous
October 25, 2013
Hi Amber,

There is a way to do this.  Seems a little more complicated than it should be but it works - http://community.marketo.com/MarketoIdeaDetail?id=08750000000ISyKAAW


A
Anonymous
October 28, 2013
Tokens are not populated in the Sales Insight preview. It would be great to have that option too.
Amber_Hobson
Amber_HobsonAuthor
Level 8
October 28, 2013
I put in the idea to have tokens previewed within Sales Insight. The other work around is great for those of us with Marketo access, but for the sales reps, it's just too difficult for them to actually use it. We all know that in order for a rep to do something, it can only take 2 steps max! :)

http://community.marketo.com/MarketoIdeaDetail?id=08750000000J58JAAS
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