Marketo sales insight on SFDC doesn't show upcoming email campaigns

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Level 1

Marketo sales insight on SFDC doesn't show upcoming email campaigns

Hi Community,

 

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 ?

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4 REPLIES 4
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Champion Moderator

Re: Marketo sales insight on SFDC doesn't show upcoming email campaigns

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

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Level 1

Re: Marketo sales insight on SFDC doesn't show upcoming email campaigns

Thank you Amy.

I configure it from the first place, but still it shows only upcoming events and not upcoming email campaigns 😞

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Champion Moderator

Re: Marketo sales insight on SFDC doesn't show upcoming email campaigns

I would open a support ticket

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Marketo Employee

Re: Marketo sales insight on SFDC doesn't show 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"

https://docs.marketo.com/display/public/DOCS/Insights+Dashboard+Feature+Overview#InsightsDashboardFe...

Hope this helps!