Can you send Insight emails from the sender and not owner? | Community
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Anonymous
January 12, 2016
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Can you send Insight emails from the sender and not owner?

  • January 12, 2016
  • 3 replies
  • 2128 views

We are wanting to be able to have a user send an Insight email to a lead/contact from their name (not the account/lead owner's name/email) and not have to change the account owner.

Is this possible?

Thanks,

AnnaBelle

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Best answer by Grégoire_Miche2

Hi Annabelle,

My understanding is that what you want to do is the stand behavior of sales insight, if you use the send sales email feature.

-Greg

3 replies

Grégoire_Miche2
Grégoire_Miche2
New Participant
January 13, 2016

Time to reactivate this old idea :

-Greg

Conor_Fitzpatri
Conor_Fitzpatri
New Participant
January 12, 2016

Hi Annabelle,

Greg is correct, Sales Insight by default will send the email from the user who is logged into SFDC, not the lead or contact owner. I wanted to add that you need to be cautious of using lead owner tokens in SI because they can only pull from the lead/contact owner. Therefore, if you're creating email signatures with tokens, it will only populate correctly if the current logged in user is also the lead/contact owner. Learned this the hard way!

Diederik_Marte4
Diederik_Marte4
New Participant
January 13, 2016

That's correct, it sends, based on the user that's logged in into Salesforce. So don't use lead owner tokes, as that would be weird. Alternatively don't use the insight emails, but request a campaign, which sends the email (but with lead owner tokens). Or you could create a shared/generic user in SFDC (sales@company.com), but that's not recommended for a variety if reasons 😉

6x Marketo Champion | Marketo Certified Solutions Architect (MCSA) | Marketo User Group Leader | International Speaker on Marketing Technology
Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
January 12, 2016

Hi Annabelle,

My understanding is that what you want to do is the stand behavior of sales insight, if you use the send sales email feature.

-Greg

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