Sales insight emails - preventing multiple sends

[Anonymous]

Our BDMs and Account Manager's have access to Marketo Sales Insight. They will have access to offer and news emails. On some occassions these emails will be sent out by the marketing team but will stil be available in Sales Insight.

Is there any way to ensure a client is not sent the same email twice (i.e. one from a campaign and one from Sales Insight)?

[Anonymous]

When the marketing team sends an email, they can add a filter to the smartlist that excludes anyone who was sent the sales email, using the filter "Not Was Sent Sales Email."

When sales sends the email, it's a little more tricky, but there are two options:

1. Change something about the email in MSI that shows it's clearly not a mass marketing email - add customization or simplify the layout. This way, even if they receive the email for a second time, it looks more like a personalized sales follow up than the same marketing eblast twice
2. Have sales use the "Add to Campaign" action rather than "Send Marketo Email." When sales adds a lead to the campaign, put a filter in the smart list that excludes anyone who was sent the marketing email by using the "Not was sent email" filter.

[Anonymous]

Hi Delinda! Thanks so much for the reply. All three options look promising!