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William_Maxwell
William_Maxwell
Level 2
August 27, 2015
Solved

Customized Campaign Integration with Salesforce

  • August 27, 2015
  • 1 reply
  • 1850 views

Our Sales Team often wants to see creative in context with a lead record when talking to a customer in order to help see what the customer is responding to. With a print activity we typically upload a PDF of the creative to the campaign in Salesforce. We can do similar for an email, but with A/B testing and other variables it becomes too time consuming to do manually.

Has anyone had success using Marketo to pass a graphic representation (JPG, PNG, etc.) of the creative from Design Studio or a link to the email into a Salesforce campaign? I'm wondering if it is possible, worth the time, etc.

Thanks,

Bill

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Best answer by Jenn_DiMaria2

This can be done with Marketo Sales Insight, but not directly within campaigns. If you have the MSI module installed, the sales team can look at the contact's recent Email activity and drill down into a preview by clicking on the subject line:

1 reply

Jenn_DiMaria2
Jenn_DiMaria2Accepted solution
Level 10
August 27, 2015

This can be done with Marketo Sales Insight, but not directly within campaigns. If you have the MSI module installed, the sales team can look at the contact's recent Email activity and drill down into a preview by clicking on the subject line:

William_Maxwell
William_MaxwellAuthor
Level 2
August 28, 2015

Thanks Jennifer!

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