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Send Marketo Email button in Contact and Lead Page View?

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Anonymous
Not applicable

Send Marketo Email button in Contact and Lead Page View?

I was looking at a way to add the SEND MARKETO EMAIL, ADD TO MARKETO CAMPAIGN and possible ADD TO WATCH LIST buttons in the Contact and Lead Page (not the lists or the search). Does anybody know if it is possible and how to do it?
Thanks,
Alex
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Josh_Hill13
Level 10 - Champion Alumni

Re: Send Marketo Email button in Contact and Lead Page View?

Yes, do you have Sales Insight installed in SFDC?

If you do, then you can go to the Edit Page Layout (as a sysadmin) and add those buttons.
 

See the setup instructions:


https://community.marketo.com/MarketoArticle?id=kA050000000Kyw9

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4 REPLIES 4
Josh_Hill13
Level 10 - Champion Alumni

Re: Send Marketo Email button in Contact and Lead Page View?

Yes, do you have Sales Insight installed in SFDC?

If you do, then you can go to the Edit Page Layout (as a sysadmin) and add those buttons.
 

See the setup instructions:


https://community.marketo.com/MarketoArticle?id=kA050000000Kyw9

Anonymous
Not applicable

Re: Send Marketo Email button in Contact and Lead Page View?

Thanks Josh - I thought it was a separate series of buttons - I did not realize it was in the pull down menu in the Sales Insight section. 
Anonymous
Not applicable

Re: Send Marketo Email button in Contact and Lead Page View?

I am perhaps being dense here, but I have the same question but am not clear on the answer. I'm looking for a way to send a Marketo email directly from an individual lead view, not a lead list view - do we just need to add the dropdown item to that view? The instructions don't seem to address this - apologies if I am missing it and it's in front of my face!
Benjamin_Ortiz1
Level 4

Re: Send Marketo Email button in Contact and Lead Page View?

Can the button be added to a Lead Record and not just a list view?