How do you access a Marketo Email from SFDC that has been published to MSI? | Community
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Denise_Greeenbe
Denise_Greeenbe
Level 2
February 25, 2020
Solved

How do you access a Marketo Email from SFDC that has been published to MSI?

  • February 25, 2020
  • 1 reply
  • 2407 views

I have a client who wants to make some Marketo emails available for reps to send from SFDC. I went into the settings for one email and published it to Sales Insight. But I can't figure out how to get to it from SFDC. I go to the MSI section in a Lead record and select "Send Marketo Email" but all that comes up is a blank template. I can't see the email I published to MSI. I can't find any documentation on this in the Product Docs either.

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Best answer by Denise_Greeenbe

Hi Chris - Yes, I was doing all of that. This is embarrassing - the problem was that I had forgotten to re-approve the email after changing the settings! Doh!

 

Thanks for replying!

 

Denise

1 reply

Chris_Wilcox
Chris_Wilcox
Level 8
February 25, 2020

Hey Denise,

 

Sounds like you got about 95% of the way there!  When you're on that compose screen with the blank template, there's a dropdown at the top where the Marketo folder tree will appear that shows users where any currently published to MSI Email Templates are located:

 

 

 

If you want to confirm your MSI email is published to sales insight, check the summary panel for that email asset in Marketo!

 

    Denise_Greeenbe
    Denise_GreeenbeAuthorAccepted solution
    Level 2
    February 25, 2020

    Hi Chris - Yes, I was doing all of that. This is embarrassing - the problem was that I had forgotten to re-approve the email after changing the settings! Doh!

     

    Thanks for replying!

     

    Denise

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