Including the Sales Rep on an Email Marketing Campaign | Community
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Anonymous
June 25, 2015
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Including the Sales Rep on an Email Marketing Campaign

  • June 25, 2015
  • 1 reply
  • 1150 views

How can I ensure that the sales reps I am sending marketing email campaigns out for are also receiving the email?  Salesforce is our CRM, and each of our sales reps are Salesforce users.  Do I need to also set them up as leads in Salesforce?

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Best answer by

Hi Christina - You will need to set up your sales reps as leads in Marketo or Salesforce. I would recommend creating a static list in Marketo that includes your sales reps. You can reference this list in your future campaigns (member of customer list OR member of List {{Sales Reps List}}).

I hope this answers your question.

1 reply

A
Anonymous
Accepted solution
June 25, 2015

Hi Christina - You will need to set up your sales reps as leads in Marketo or Salesforce. I would recommend creating a static list in Marketo that includes your sales reps. You can reference this list in your future campaigns (member of customer list OR member of List {{Sales Reps List}}).

I hope this answers your question.

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