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A
Anonymous
December 8, 2016
Question

Tracking Emails from Sales Insights

  • December 8, 2016
  • 1 reply
  • 4007 views

One of our sales reps is looking to do a segmented campaign, and wants to send the emails through the Sales Insights in Salesforce and have their statuses changed as they open, click, etc. in the emails.

I've tested this with the triggers of "Opens Sales Email" and "Clicks Link in Sales Email" with the constraint of being from this specific sales rep, but for some reason when I open and click the email, Marketo isn't moving or changing the statuses.

Does anyone have any insight on how to get a campaign like this working? Please reply if there are any questions or need of clarification.

Thanks!

Alec

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    1 reply

    Devraj_Grewal
    Devraj_Grewal
    Level 10
    December 8, 2016

    When you say you've tested it, did you include yourself as a lead that the sales email was sent to?

    A
    Anonymous
    December 8, 2016

    That's right. We have test clones of ourselves inside SFDC that we test our email campaigns with. So I sent it to myself through the Sales Insights, opened, clicked, but for whatever reason the triggers aren't changing statuses.

    Devraj_Grewal
    Devraj_Grewal
    Level 10
    December 8, 2016

    Could you list out what the filters in the smart list are? And have there been any members of the smart campaign at all? Perhaps they qualified from the smart list but didn't execute the flow steps.

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