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Soledad_Angel
Soledad_Angel
Level 2
November 5, 2018
Solved

Email Templates editable in SFDC

  • November 5, 2018
  • 2 replies
  • 3629 views

Hello all,

Is it possible to make a Marketo template editable in SFDC? The template (once used) becomes available in SFDC, but cannot be modify for usage. Do I need to recreate it in SFDC?

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Best answer by Grégoire_Miche2

Hi Soledad,

email templates cannot be made editable in SFDC. Saes insight emails can be edited in SFDC before being sent.

What are you intending to do here?

-Greg

2 replies

F
Adobe Employee
falvaresAdobe Employee
Adobe Employee
November 5, 2018

Hi Soledad,

Does your templates have editable sections? 7 Easy Steps to Sending a Marketo Sales Insight Email: Template or No Template

Thanks

Floyd

Soledad_Angel
Soledad_AngelAuthor
Level 2
November 5, 2018

Sorry, I am not sure.... new to marketo....

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
November 5, 2018

Hi Soledad,

email templates cannot be made editable in SFDC. Saes insight emails can be edited in SFDC before being sent.

What are you intending to do here?

-Greg

Soledad_Angel
Soledad_AngelAuthor
Level 2
November 5, 2018

Yes, that answer my question.

I just believe that sending email via MSI is not very user friendly and wanted to use the standard SFDC email functionality which just takes ~3 clicks instead of ~8.

Grégoire_Miche2
Grégoire_Miche2
Level 10
November 5, 2018

Hi again Soledad,

The problem with sending email with SFDC is that they are not sent by Marketo, so not tracked by Marketo for clicks and cookies will not be reconciled if people click the email.

-Greg

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