Can you view the actual campaign email in SFDC? | Community
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April 26, 2016
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Can you view the actual campaign email in SFDC?

  • April 26, 2016
  • 1 reply
  • 1766 views

Is it viewable at single lead level?

Is it just the template that's visible or the actual email sent to lead?

Do you need to have the plug-in Marketo Sales Insight fully operations to be able to see the email in SFDC?

Will the frontline SFDC staff (without Marketo access/login) be able to view the full email sent to lead?

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Best answer by Grégoire_Miche2

Hi Vibha,

In Marketo, when you preview an email, you can choose a list of leads and render the email with all the tokens replaced so that the exact email sent to a specific lead is rendered.

In Sales Insight, if you look to the email tab of a given lead and click the email, you will the the email with the text, not just the templates, but the tokens will not be rendered.

And yes, you will need the Sales Insight plug-in to view the email in SFDC. But you do not need to access Marketo. Just SFDC with the Sales Insight plugin.

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
April 26, 2016

Hi Vibha,

In Marketo, when you preview an email, you can choose a list of leads and render the email with all the tokens replaced so that the exact email sent to a specific lead is rendered.

In Sales Insight, if you look to the email tab of a given lead and click the email, you will the the email with the text, not just the templates, but the tokens will not be rendered.

And yes, you will need the Sales Insight plug-in to view the email in SFDC. But you do not need to access Marketo. Just SFDC with the Sales Insight plugin.

-Greg

May 9, 2016

Great - thank you Greg for the info!

Grégoire_Miche2
New Participant
May 9, 2016

You welcome.

Pls mark the question as answered, so that it gets out of the radar.

-Greg