MSI - Lock that e-mail down

Question

Challenge - We create an e-mail that think it looks pretty good, brand approved, and legal signed off. We load it to MSI and then a sales rep goes in to the e-mail and changes pricing or adds comments which totally aren't approved by brand/legal. Is there anything that we can do other than using images to stop this?

When I say "we" above it for sure isn't "me" that is creating it. That said, if we had to use images as other threads from 2015 note - can we still link those images? We want to get tracking info.

Any help would be appreciated.

Kristy

Anonymous · Accepted Answer

Hi Kristy! You are in luck!Marketo is releasing this feature in the next release (Summer '17). Here are the release notes on this:Release Notes: Summer '17 - Marketo Docs - Product DocsLock Sales Insight TemplateEnsure consistency of message and content by preventing edits to your sales templates. This helps standardize templates and maintain professional communications.

KristyleeMu · Answer

Katie,I just read that you'll have the ability to do it at the individual email level or in mass if you elected to go that route. That is positive news for sure.I just got this from my PS consultant. See attached.Kristy

Lock Sales Insight Template

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