Add Templates to Marketo Salesforce Emails | Community
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A
Anonymous
January 7, 2014
Question

Add Templates to Marketo Salesforce Emails

  • January 7, 2014
  • 3 replies
  • 1987 views
I'm trying to create templates for our sales team to use while they are in Salesforce and using Sales Insights, but I can't find how to create new templates to the drop down list. Where or how would I go about creating them?
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3 replies

A
Anonymous
January 7, 2014
Alec,

You enable emails as MSI templates in Marketo. Go to your desired Email, click on Email Settings and check the box "Publish to Sales Insight".

As a practice, I actually create a new program for Sales Insight emails and clone emails from other programs into it so I can track Sales activity vs. the original program.
    A
    Anonymous
    January 7, 2014
    When you edit the email in the Marketo Editor, click on 'Edit Settings' and check 'Publish to Marketo Sales Insights'

    More information:
    http://community.marketo.com/MarketoArticle?id=kA050000000L9imCAC

    R    ajesh

    A
    Anonymous
    February 12, 2014
    Would Marketo Sales Insight be the only route to send a marketo email via SFDC? What about the out of the box Send Email button on contacts and leads; then, choosing from the email templates in SFDC. Is this a possible route?
    Thanks,
    Alvin
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