Skip to main content
September 5, 2013
Question

Email Blast published to Sales Insight

  • September 5, 2013
  • 8 replies
  • 1596 views
HI ... When I publish an email blast to Sales Insight, where do I find it on the SI dashboard? Cannot find it. Want to be able to direct sales team to send a one-off email using the blast. 
thanks. 
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

8 replies

September 5, 2013
You cannot send emails from the SI dashboard.  You can select the Send Marketo Email function in Lead/Contact records, views and search results only.
September 5, 2013
Thanks, Elliott... I actually found out how to send - go to Sales Insight and Actions - Send Marketo email.

September 5, 2013
Glad you found out how to send the emails.  Sorry for my misunderstanding.  "SI daashboard" typically refers to the Marketo Sales Insight tab in SFDC.  Within a Lead/Contact record this is typically referred to as the "Sales Insight section".  The subtle difference can be confusing.  The Sales Insight for the Sales Team help article has some great info about this, which we use this in our sales training.
September 5, 2013
thanks very much ... that link is helpful! 
September 5, 2013
elliott- one last question please.

For the instruction for 'Sales Insight for the Sales Team', does Marketo have a PDF? Sales would need to sign in to Marketo to see the content. Alternatively I copied/pasted it into an email but it doesn't look right.

Thanks. 
Carla 
September 5, 2013
Below and to the right of help article titles is a Print button.  If you have a PDF Printer such as BullZip (free) or Adobe installed on your machine select it and voila - you have a perfect PDF of the help article!

September 5, 2013

The help article has links to two resources that may not be active if you use a free PDF Printer tool, so you may want to provide these to your sales team separately (they don't require logging into Marketo).

Also you may want to print out the the following help articles about using the email and other features in Sales insight and its Outlook Add-in for your team.
September 5, 2013
This is extremely valuable... thank you very much!