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Mark_Jones1
Level 1
July 12, 2017
Question

Sales insight for retrospective emails

  • July 12, 2017
  • 1 reply
  • 1562 views

Hello - can anyone tell me if it's possible to retrospectively publish an email to Sales Insight in Salesforce? If so, can you let me know how, or is it a case of creating an Interesting Moment instead - but then, how would a non-Marketo user be able to open up a link to the email?

Any help much appreciated.

Thanks, Mark

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1 reply

Gerard_Donnell4
Gerard_Donnell4
Level 9
July 12, 2017

Hi @Mark Jones​,

If you go into edit mode of any email and then click on settings the pop-up below will appear.  If you check the box for Marketo Sales Insights the email will now be able to be found in Salesforce.  One tip I would do is clone the email to a top level folder otherwise when your sales team try and find it they will have to navigate through all the same folder levels that you have in Marketo.

Have you got plans in place to stop Sales sending the same email that has already been sent through Marketo?

Thanks,

Gerard

M
Mark_Jones1Author
Level 1
July 12, 2017

Thanks Gerard. I wasn't sure whether simply ticking that box was enough or I had to also trigger something to make the sync happen. I've just checked at random and it seems to be working.

Good point ref sales sending the email - this case is actually for a division of our business that I don't usually support, but I'll pass on the tip!

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