View Sent Emails w/ Tokens in Salesforce

Hi Rebecca,

I don't believe what you are looking for is possible. Marketo does not store a version of every email that was sent out with tokens populated. Tokens are populated the same moment the email is sent. Instead, if your sales teams needs to troubleshoot an issue and see what an email might have looked like for a prospect, then I would recommend them using the preview feature on the email. In Marketo, when you preview an email, you can preview it as a lead. Just use the drop down you see below.

For this to work, your sales team would need access to Marketo and the ability to see the email that was sent (not just the template).

You might also considering adding your sales team to a seed list and sending all prospect emails to them as well so they know what communication prospects are receiving. If they can access the fields in SFDC that you are using for tokens, then they could deduce what would appear in an email for a certain prospect!

Why don't you create a shared email inbox that all of your sales team have access to.  Then just make sure to send a copy of every email to that inbox (either include it in a trigger "Email address is" in the sending smart campaign or send a sample to the email address).  Your sales team can then just click on the folder in their inbox and search for the email by subject line. 

In Marketo Sales Insights the Email tab shows you the exact subject line used so they could just copy that and search the email folder.

I would look into using the "email to salesforce feature". You first need to activate this feature in SFDC. Once this is done, each SFDC user (including you or the Marketo sync user) is given an email address that you can use to send emails to SFDC that will be added as notes to the related contacts.

In Marketo, in you smart campaigns, you will have to use an email proxy field and setup the following flow step sequence:

1. Send email (to the person's email)
2. copy the email address into the proxy field (with a change data value)
3. replace the person's email address with your email to salesforce address
4. send the email again (to email to salesforce)
5. copy back the original email address to the email field.

It takes a test though : I have not been using this for years and I do not remember if the email stored i SFDC is the HTML version or the text version. And I do not know how it behaves with high volumes. This feature was designed a long time before the event of the SFDC outook plugin.

-Greg