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Anonymous
September 13, 2016
Question

List of Sales Insight Emails

  • September 13, 2016
  • 2 replies
  • 2048 views

What's the best way to pull a list of Sales Insight emails that are currently being used and be able to sort them by Date Created?

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2 replies

Jim_Thao7
Jim_Thao7
Level 8
September 14, 2016

There is really no easy way to do this from the UI.

However, here are 2 methods.

1. If you go to the Emails tab in the Design Studio, this view contains a column that says "Sales Insight".  I use an OCR screen ready to grab the names of the emails or retype them if there aren't that many

2. What I do is open up MSI in Outlook/Gmail and I use an OCR screen ready to grab the names of the emails or retype them if there aren't that many.

The easiest way to is to REST API to pull a list of all the emails and then sort through your results using the "publishToMSI:true"

Jessica_Kao3
Jessica_Kao3
Level 7
September 15, 2016

When creating MSI sales insight emails, I create a separate top level program and put all MSI emails there if possible.  That way you have one place to go to activate and deactivate.  It also makes it a lot easier to navigate for the sales reps so they don't have to go through tons of folders. 

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