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Send MSI email within SFDC to report list

Question asked by Nikki Aurelio on Feb 9, 2018
Latest reply on Feb 9, 2018 by Nikki Aurelio

Hello,

Wondering if anyone has any best practices or tips/tricks on how a sales rep can send an email to multiple contacts based off a contact report in Salesforce?

 

I'm aware of the ability to Send an Email to Multiple Records in Marketo Sales Insight via these instructions.

 

However, what the sales rep is trying to do is the following:

  • Build a report in SFDC of Contacts & Accounts
  • Filter out contacts by certain account criteria in that report
  • Send a MSI email to all the contacts listed within the results that report

 

Appreciate any guidance anyone may have that I can share with my sales team!

 

Thanks,

Nicole

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