Can you create an email template to be sent to individual recipients as needed? | Community
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Cayce_Armstrong
Cayce_Armstrong
Level 4
June 26, 2017
Solved

Can you create an email template to be sent to individual recipients as needed?

  • June 26, 2017
  • 2 replies
  • 6321 views

The sales manager at my company wants to know if it's possible to create a few email templates in Marketo that our sales team can log in and use to send one-off emails to individual recipients as needed. I don't know of a simple way to do this that wouldn't require a good amount of training to our sales team members, who do not currently use Marketo. Does anyone know if this can be done?

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Best answer by Cayce_Armstrong

Thank you for your response, Gregoire! Unfortunately, while we do have Marketo Sales Insights, we use NetSuite for our CRM and I don't believe the email feature works with NetSuite. Our company doesn't use Outlook so that solution won't work for us either. If those are the only two ways to allow our sales team to send one off emails on an as-needed basis, it looks like we are out of luck (unless we switch to Salesforce or start using Outlook).

I appreciate your help!

2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
June 26, 2017

Hi Cayce,

This is one of the purpose of Marketo sales insight. You can create some email in Marketo (and not email templates) and publish them to Marketo Sales Insight.

Then any user with an MSI license (either in the CRM in Outlook) will be able to use these pre-packaged emails to send them to one of their contacts.

The emails can be edited by the sales prior to sending.

-Greg

    Gerard_Donnell4
    Gerard_Donnell4
    Level 9
    June 26, 2017

    Hi Grégoire,

    Does the Outlook plugin pull MSI published emails directly into outlook?

    Dan_Stevens_
    Dan_Stevens_
    Level 10
    June 26, 2017

    Yes it does.  Which can be an issue based on the number of emails published to MSI.  As you probably know, the MSI interface is very simplistic in that there's no filtering, ordering, etc. of the emails.  For a large global organization, this can become unwieldy for the sales teams.  Which is why I created this idea about 3 years ago:

    Raymond_Johnson
    Raymond_Johnson
    Level 3
    June 28, 2017

    One way to achieve this with the out of the box Marketo features is to create a Marketo landing page for Internal use only and use that to  drive a smart campaign that sends the emails you want.

    This would take some bit of work to setup, so if you aren't familiar with creating elaborate smart campaigns, using tokens, and creating and using custom fields you may want to get some outside help.

    Also, it is very important you understand the big risk here of someone access this from outside your company. So you need to make sure you take steps to prevent that from happening. For an added bit of reinsurance part of the smart campaign could be  "Don't send the email, if not a company email address, and the lead must already exists"

    Cayce_Armstrong
    Cayce_ArmstrongAuthor
    Level 4
    June 30, 2017

    Thanks for the additional suggestion, @Raymond Johnson​!

    Cayce Armstrong
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