I upgraded last week the Marketo sales insight as requested by Marketo.
for some reason I don't see lead's or contact's upcoming emails such as scheduled nurturing emails.
Any idea ? Did I miss something ?
You need to configure it in the package settings in SFDC. https://docs.marketo.com/display/public/DOCS/Marketo+Sales+Insight+Configuration+Tab+in+Salesforce
FYI it only shows all upcoming emails and events, not just those that are relevant to the contact, so it may or may not be relevant
Thank you Amy.
I configure it from the first place, but still it shows only upcoming events and not upcoming email campaigns 😞
Hi Amy, the upcoming email campaigns tab does show all emails. However, upcoming events can be personalised in the admin settings to show all events or events specific to a lead or contact. If you choose "all events" as an admin, there is a filter available in the events tab where the end user can see "Show Invited Events Only"
Hope this helps!