Is there a way to automatically add myself to every email campaign? | Community
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Mahurrinah_Sims
Mahurrinah_Sims
Level 2
October 29, 2018
Question

Is there a way to automatically add myself to every email campaign?

  • October 29, 2018
  • 11 replies
  • 8538 views

Hello,

I am setting up several email campaigns to go out next week. Is there a way to have myself automatically added to them before they go out for auditing purposes?

Thanks,

Mahu

11 replies

M
matjazz
Level 6
October 29, 2018

Hi,

I think no - and why would you like to do this anyway?  You ca manually send a test mail to yourself prior to approving it/campaign.

Best;m

Mahurrinah_Sims
Mahurrinah_SimsAuthor
Level 2
October 29, 2018

Hello,

I want to do this because I have other people setting up email campaigns in my instance and I want to audit all of the emails.

-Mahu

Erika_S
Erika_S
Level 2
November 1, 2018

Do you have access to the calendar? Can you audit email as they approach the deployment date and send yourself samples of them? Or maybe create global smartlists for users to use and include yourself in those smartlists. There is a chance you'd reach communication limits though.

    Kevin_McMahon1
    Kevin_McMahon1
    Level 4
    October 29, 2018

    Sending yourself a sample email is the easiest way to test it before the final version goes out to your selected database.

    Gerard_Donnell4
    Gerard_Donnell4
    Level 9
    October 29, 2018

    I would create a new internal list email address for your org and add yourself to it. This means other people could be added to it as well in the future and you can easily separate it from your personal email e.g. (emailQA@YourCompany.com).

    You could then create a list in Marketo with only that email address in it and insist that all email sends include your list e.g.( Email QA ).

      elaray
      elaray
      Level 1
      October 29, 2018

      Hi Mahu

      When setting up your smart filters use advanced filters and end your equation with (filter1, filter2, filter3....) OR filter x and set filter d as: email address is: youremail@yourcompany.com

        Kevin_McMahon1
        Kevin_McMahon1
        Level 4
        October 29, 2018

        The only issue with this is it sounded like Mahu wants to audit the emails before they go out to the selected database. Adding herself to the smart list will just allow her to receive the emails when her audience receives them.

        Gerard_Donnell4
        Gerard_Donnell4
        Level 9
        October 29, 2018

        Yeah, If there is a need to see them before they go out then I think you are out of luck. I was viewing it as almost like a record of everything sent.

        M
        matjazz
        Level 6
        October 29, 2018

        If you want to monitor all emails that go out, just add yourself as a subscriber to all mailing lists you have. But if you are a final person that confirms the emails before they are sent, as said, that is impossible to automate. Simply because the email setup is not standardized - sometimes you have all set in one go, next time you are fixing typos after 7th review. Just tell your team to send you final test email for every campaign.

        Grégoire_Miche2
        Grégoire_Miche2
        Level 10
        October 29, 2018

        Even if you could do it, you would be limited by the communication limits.

        -Greg

          Karyn_Hill
          Karyn_Hill
          Level 4
          November 1, 2018

          Marketo helped us set up an exception for our employees so that we're not caught by the daily or weekly communication limits. Our users are supposed to add the smart list for our department to every email they send. Most do, most of the time, but some forget and others think it's stupid so they don't do it. But I get every one of them that I'm copied on, which is often in excess of 10 per day. I'm able to make sure our templates are meeting everyone's needs.

          Grégoire_Miche2
          Grégoire_Miche2
          Level 10
          November 1, 2018

          Hi Karyn

          Marketo helped us set up an exception for our employees so that we're not caught by the daily or weekly communication limits.

          Support did this ? Can you provide more details to the community on this ?

          -Greg

            Suzanne_Wink1
            Suzanne_Wink1
            Level 2
            October 30, 2018

            Hi Mahurrinah,


            There is an option to auto BCC an email address on every batch email going out from Marketo but I believe this needs to be enabled by Marketo support ( I m not sure if there is an additional cost involved..). See:

            BCC Options

            Veronica_Holme4
            Veronica_Holme4
            Level 9
            October 31, 2018

            Issue with the auto-BCC is that it will copy that inbox on EVERY email sent from Marketo - so if you send 5000 emails to a list, that inbox will be BCCed 1000 times. Great for financial services archiving compliance (which was what it was built for), not so great for just copying an authorised person once on what was sent out.

            The way I usually do this is what others have recommended which is to have a static list of internal folks that must be included in every smart list for sends, however Gregoire is 100% correct, this solution falls foul of communication limits all the time, so is sub optimal. Bottom line is that Marketo really has no good solution for this issue.

              Grégoire_Miche2
              Grégoire_Miche2
              Level 10
              October 31, 2018

              In this most commented and read post : Just do it! Marketo so-called minor missing features , there are few ideas about seed lists and communication limits. Have fun reading.

              -Greg

              Natalie_Kremer
              Natalie_Kremer
              Level 4
              November 1, 2018

              We have an internal send list that is sent every email that goes out of our workspace. To get around the communication limit issue, we've built in an Email Send - Internal Smart Campaign into each of our Program Templates. This Smart List contains the internal list of email addresses to receive the email, the Flow step to send the email and the Schedule is set to ignore communication limits. This works best for us as it rarely requires updates to the Program Template and is just one more Smart Campaign to schedule when starting the campaign.

              Grégoire_Miche2
              Grégoire_Miche2
              Level 10
              November 1, 2018

              Flow step to send the email and the Schedule

              You mean the smart campaign

              Jo_Pitts1
              Community Advisor
              Jo_Pitts1Community Advisor
              Community Advisor
              November 1, 2018

              Stepping back from the excellent issues that have been raised around seed lists etc, and/or including yourself in every campaign and focusing instead on your need to Audit every email campaign.

              There are reports, and there is history.  For Audit purposes what aren't you getting from those that you'd like to?  What are you trying to Audit?

              I'd say receiving a copy on an email is a very poor form of Audit (prone to deletion, alteration, lack of reporting etc.)

                SanfordWhiteman
                SanfordWhiteman
                Level 10
                November 1, 2018

                Great points to add, Jo!

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