Email Templates editable in SFDC | Community
Skip to main content
Soledad_Angel
Level 2
Nov 5, 2018 9:12 AM UTC
Solved

Email Templates editable in SFDC

Hello all,

Is it possible to make a Marketo template editable in SFDC? The template (once used) becomes available in SFDC, but cannot be modify for usage. Do I need to recreate it in SFDC?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
Nov 5, 2018 12:55 PM UTC

Hi Soledad,

email templates cannot be made editable in SFDC. Saes insight emails can be edited in SFDC before being sent.

What are you intending to do here?

-Greg

5 replies

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
Nov 5, 2018 12:55 PM UTC

Hi Soledad,

email templates cannot be made editable in SFDC. Saes insight emails can be edited in SFDC before being sent.

What are you intending to do here?

-Greg

Translate
Soledad_Angel
Level 2
Nov 5, 2018 2:07 PM UTC

Yes, that answer my question.

I just believe that sending email via MSI is not very user friendly and wanted to use the standard SFDC email functionality which just takes ~3 clicks instead of ~8.

Translate
Grégoire_Miche2
Level 10
Nov 5, 2018 9:24 PM UTC

Hi again Soledad,

The problem with sending email with SFDC is that they are not sent by Marketo, so not tracked by Marketo for clicks and cookies will not be reconciled if people click the email.

-Greg

Translate
Employee
Nov 5, 2018 10:30 AM UTC

Hi Soledad,

Does your templates have editable sections? 7 Easy Steps to Sending a Marketo Sales Insight Email: Template or No Template

Thanks

Floyd

Translate
Soledad_Angel
Level 2
Nov 5, 2018 10:55 AM UTC

Sorry, I am not sure.... new to marketo....

Translate