Send Marketo templates though Salesforce

Forum|Forum|11 years ago
September 26, 2014
8 replies
2489 views

At the risk of having one or more of you repeating yourself...just know i have googled and searched this before posting on here! :)

I'm trying to allow our sales team to send Custom Marketo HTML custom emails through Salesforce. I'm aware that Marketo Sales Insight has a bit of integration with Salesforce but everything I see is mostly Activity and Scoring based. I don’t see anywhere about sending an email!? How can I get this to work! I'm aware of outlook plug-ins and Gmail...
But I would like to apply a button on the Account / Leads that the sales team and click to send a MARKETO email! So we can track it and whatnot.

Also on a somewhat related note... about adding leads into Marketo Campaigns though salesforce?
We have Marketo Sales Insight. I thought all i would have to do it configure it right but I think I missed something!? Am I missing somewhere here?

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A

Anonymous

The screenshot are a little out of date but this should cover it

Josh_Hill13

Level 10

You can do two things here:

expose the desired email to Sales Insight by checking this box in the Email Settings. This email will now be visible to Sales via the Marketo Sales Insight tab as well as in the Templates tab on SFDC.
create a campaign flow that does certain emails and is triggered by Requested Campaign from Sales Insight

See
http://www.marketingrockstarguides.com/sell-faster-with-marketo-sales-insight/

A

Anonymous

Ahhhhh I'm missing the "actions" tab / menu. How do I get that on my Sales Insight?

A

Anonymous

If it's not there it means that :

A you are looking at an account
B that record contact/lead is not in sync with MKTO

A

Anonymous

Alright thanks guys. I'll need to look into why it's not showing :-/

A

Anonymous

so I just checked at I found leads and updated a field and it did change over into Salesforce so I know it's syncing. Any other thoughts? I'm very confused why that option isnt showing up?

A

Anonymous

Are you looking for the buttons on a list view?
Or on the sales insight panel on a particualr lead?

Probably quickest to give support a call or log a case so they can do a screenshare with you.

A

Anonymous

From what I can tell the button / option should be in the Sales Insight Panel? Yeah, maybe you're right. I'll just call in and see what i'm missing :-/

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