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Email Templates editable in SFDC

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Soledad_Angel
Level 2

Email Templates editable in SFDC

Hello all,

Is it possible to make a Marketo template editable in SFDC? The template (once used) becomes available in SFDC, but cannot be modify for usage. Do I need to recreate it in SFDC?

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Grégoire_Miche2
Level 10

Re: Email Templates editable in SFDC

Hi Soledad,

email templates cannot be made editable in SFDC. Saes insight emails can be edited in SFDC before being sent.

What are you intending to do here?

-Greg

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5 REPLIES 5
Floyd_Alvares2
Level 7

Re: Email Templates editable in SFDC

Hi Soledad,

Does your templates have editable sections? 7 Easy Steps to Sending a Marketo Sales Insight Email: Template or No Template

Thanks

Floyd

Soledad_Angel
Level 2

Re: Email Templates editable in SFDC

Sorry, I am not sure.... new to marketo....

Grégoire_Miche2
Level 10

Re: Email Templates editable in SFDC

Hi Soledad,

email templates cannot be made editable in SFDC. Saes insight emails can be edited in SFDC before being sent.

What are you intending to do here?

-Greg

View solution in original post

Soledad_Angel
Level 2

Re: Email Templates editable in SFDC

Yes, that answer my question.

I just believe that sending email via MSI is not very user friendly and wanted to use the standard SFDC email functionality which just takes ~3 clicks instead of ~8.

Grégoire_Miche2
Level 10

Re: Email Templates editable in SFDC

Hi again Soledad,

The problem with sending email with SFDC is that they are not sent by Marketo, so not tracked by Marketo for clicks and cookies will not be reconciled if people click the email.

-Greg