Sales Insight - Email Exceptions Don't sync to MSI

Sales Insight - Email Exceptions Don't sync to MSI

It would be great if we could create rules where there are exceptions to the normal system rules when synching to Sales Insight.


I can create exceptions for scoring, interesting moments but the key problem I have is actually the emails themselves synching.

We have an alert process for our clients which can generate up to 30-40 emails a day, as they are clients this can not be done via an alert email send it has to be done via the send email function. We populate the tokens each time with different information each and every time.

My issue is, I need to stop these particular emails showing up in MSI. 
There is absolutely no benefit to our users having these emails in MSI, we have that information stored elsewhere.

It would great If we could have a filter example - 
Exclude from Sales Insight IF email CONTAINS Client Alert

We were eventually going to look at Marketo for Survey as well, I don't think that is an option if it's going to clog the MSI feed either. We really need to only see our National Marketing and Sales emails in MSI only.
7 Comments
Anonymous
Not applicable
This would be so helpful for us, there should be the ability to define criteria of when to sync to Sales Insight
Anonymous
Not applicable
We need the flexibility to exclude or include particular emails in MSI. 
Anonymous
Not applicable
Definately need this, we need the ability to control what is syncing!
Anonymous
Not applicable
Thought this would be a basic feature of MSI but alas there was no option to define what is and isn't shown. Definitely need this! 
Anonymous
Not applicable
Great idea - we need this! 
Anonymous
Not applicable
Agree, alerts in MSI serve no purpose and will potentially undermine the value of this functionality with sales/account management
kh-lschutte
Community Manager
Status changed to: Open Ideas