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September 21, 2015
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Sales Insight - Send Marketo Email to Members in SFDC Campaign

  • September 21, 2015
  • 2 replies
  • 3601 views

This feature is available on the lead/contact level in SFDC but I don't see this as an option within campaigns. Is this possible?

We want to give our internal team the option to send their own emails (using Marketo templates) to a group of individuals that they've defined using SFDC campaigns.

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Best answer by

Go to the Leads tab in SFDC

select a list

click Go

Select all

Click Send Marketo Email button

Edit email

Send

Easy Peasy!

2 replies

Josh_Hill13
New Participant
September 22, 2015

you can send up to 200 emails this way.


Also can do this via Contacts.

September 23, 2015

Some of these campaigns include 200+ contacts. For example, 1 campaign has 650 contacts. How do I hit all 650 contacts and make sure that nobody receives a duplicate email through the use of Marketo Sales Insight?

Abaran
New Participant
June 30, 2016

Hi Andrew,

Did you manage to do this via MSI?

I am having a similar issue:

  • Need to send email to more than 200 people at a time
  • Some Account fields missing Contact view in SFDC so i would create a report and add the contact to an SFDC or Marketo Campaign
  • Do have send via MSI button on campaign page in SFDC

Thanks

Axel

Accepted solution
September 21, 2015

Go to the Leads tab in SFDC

select a list

click Go

Select all

Click Send Marketo Email button

Edit email

Send

Easy Peasy!

September 21, 2015

Thanks, Jamie.


The trick is to create the appropriate views for them. Didn't think of that.

September 21, 2015

No Problem, glad to help