List of Sales Insight Emails

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Anonymous
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List of Sales Insight Emails

What's the best way to pull a list of Sales Insight emails that are currently being used and be able to sort them by Date Created?

2 REPLIES 2
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Level 6

Re: List of Sales Insight Emails

There is really no easy way to do this from the UI.

However, here are 2 methods.

1. If you go to the Emails tab in the Design Studio, this view contains a column that says "Sales Insight".  I use an OCR screen ready to grab the names of the emails or retype them if there aren't that many

2. What I do is open up MSI in Outlook/Gmail and I use an OCR screen ready to grab the names of the emails or retype them if there aren't that many.

The easiest way to is to REST API to pull a list of all the emails and then sort through your results using the "publishToMSI:true"

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Level 7 - Champion

Re: List of Sales Insight Emails

When creating MSI sales insight emails, I create a separate top level program and put all MSI emails there if possible.  That way you have one place to go to activate and deactivate.  It also makes it a lot easier to navigate for the sales reps so they don't have to go through tons of folders.