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Anonymous
May 6, 2015
Solved

Interesting Moments - Sales Insight Salesforce

  • May 6, 2015
  • 1 reply
  • 1155 views

I'm fairly new to Marketo and Sales Insights (Salesforce).  When I send an email that includes one or more hyperlinks to a non-Marketo hosted webpage, the Interesting Moments in Sales Insight doesn't showing the salesperson which URL the recipient clicked on.  This makes it difficult for the salesperson to know how to follow-up with the recipient.  Does Marketo only provide that information if the link is to something that Marketo hosts?  If not, any other suggestions?

Also, is there a way to change the Sales Insights tab layout in Salesforce?  For example, we don't want our salespeople to be distracted by the Anonymous Web Activity data so we would like hide that tab from Sales Insight.    

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Best answer by JeffSm6
Hi Christina,

In your Interesting Moment flow step, put something like this in: "Clicked Link in Email: {{trigger.Name}} | Link: {{trigger.link}}". By using tokens, your sales team can see the specific URL within the email that was clicked.

1 reply

J
JeffSm6Accepted solution
Level 6
May 6, 2015
Hi Christina,

In your Interesting Moment flow step, put something like this in: "Clicked Link in Email: {{trigger.Name}} | Link: {{trigger.link}}". By using tokens, your sales team can see the specific URL within the email that was clicked.
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