What is included in "was sent sales email" filter? | Community
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Chelsea_Stinnet
Chelsea_Stinnet
Level 3
January 25, 2018
Question

What is included in "was sent sales email" filter?

  • January 25, 2018
  • 1 reply
  • 1479 views

We use the MSI plugin for Outlook and DCRM and I've had some conflicting information about what is included in our reporting. First, we use the sales email performance report to measure the sales insight templates, and my understanding is this only tracks templates sent from DCRM, not Outlook.  Is this correct?

We also run a separate smart list report using the "was sent sales email" filter in past 7 days.  I want to confirm that this includes leads sent emails from DCRM and Outlook using the Send and Track feature. What happens if there is more than one recipient on an Outlook email? Is everyone on the email included in the filter, or is it only the first person on the email? I can't seem to find clarification on this anywhere. Thanks in advance!

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
January 25, 2018

I was pretty sure it shows any MSI tracked email.

You could test that by sending a special email from MSI Outlook to a test record.

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