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A
Anonymous
June 3, 2014
Question

adding attachments to emails

  • June 3, 2014
  • 6 replies
  • 2007 views
Has anyone else had their sales team ask about adding attachments and has anyone come up with a way around it?

Thanks!
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6 replies

A
Anonymous
June 3, 2014
Hi Ashley!

I assume you have Marketo Sales Insight? Does your sales team use the Outlook Add-in?
A
Anonymous
June 3, 2014

Hi Reza!

We have the Sales Insight, but unfortunately, the plug-in doesn’t work for our version of outlook.   Will they be able to attach something once they have that?

A
Anonymous
June 3, 2014
Attachments often times get caught by spam filters.  I always upload my sales collateral documents, datasheets, case studies, and give my sales reps clickable links to send out. 
A
Anonymous
June 3, 2014
Yes!

Once you have the outlook add-in installed your sales person can compose an email via outlook as always, add an attachemtn and click "Send & Track".

The attachement will not be tracked in any way shape or form, there will be no record of it in Marketo, but it will go through along with the email.

If you want to know if the recipient has viewed the attachement, the only way is to host the attachment in Images & Files (or elsewhere) and add a link to the file to the email as opposed to attaching directly.

I hope this helps!

Reza.
A
Anonymous
June 3, 2014
This helps a lot! Thanks for the help.
Justin_Cooperm2
Justin_Cooperm2
Level 10
June 3, 2014
If you are using Outlook 2013, our support for that will be rolling out with the June release so stay tuned!
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