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AlexPa4
Level 2
August 7, 2017
Question

Sales Insight - where to edits to an email save?

  • August 7, 2017
  • 1 reply
  • 1276 views

Hello,

We are looking at using Sales Insightand are in the process of reviewing this from a compliance/risk perspective. I noticed that any amendments made to a Marketo template are saved in the "My emails" tab within MSI for any sends that you have made. Is there a central place where you can review amendments made to a template by all users? Or can you only view the changes to emails you have sent?

In addition, do sends that go through MSI respect lead partitions that you have in your Marketo instance? I don't think it does but would be interested to hear other peoples experiences with this.

thanks,

alex

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
August 7, 2017

MSI Templates that are saved locally in SFDC under My Templates would be saved in SFDC.

If you have the correct settings, each send is logged to the SFDC Activity History in full.

You cannot review all users easily. As an SFDC Admin, you may be able to view all of the email templates. Not sure how though.

For your second question, what do you mean about Lead Partitions? Unless your SFDC also uses Partitions (Divisions?) that match Marketo, there are no restrictions for MSI in this way. Now, if an email asset and lead exist only in the Asia partition, then it is less likely you'd get a salesperson looking at the NA version of MSI email. But it is POSSIBLE for a salesperson to see the entire tree of MSI emails in the drop down. But I'm not entirely sure if the lead would be allowed to get an email not within her partition in Marketo. Verify in Docs.marketo.com or let's ask Support.

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