By default – when sending an email via Sales Insight, the “From Email Address” that will be used to send the email will be the user’s email address on their User Profile. As it turns out, there is actually a way to use an alternative email address for Sales Insight!
DISCLAIMER: This doesn’t mean that users can select an email address to be used upon send (best to create an idea in the community!). However, it does allow emails to be sent out with a different From Address if users don’t want to use their default email address.
Go to Marketo > Admin > Sales Insight. If you scroll down to the bottom of the module, you will find a Settings section with an ‘Email From Field’ field. By default, the initial and only value will be Salesforce/MSD User Email Address (depending on the native CRM integration used by the customer).
In order to select an alternative email, a custom Email Address field should be placed on the User object in the CRM.
To do this in SFDC:
- 1) Go to SFDC > Setup > Build > Customize > Users > Fields
- 2) Create a custom field of type Email – refer to the SFDC docs if necessary. (https://help.salesforce.com/HTViewHelpDoc?id=adding_fields.htm)
Have the new field be visible to the Marketo Sync user.
In the below example, the custom field is labelled Alternative Email:
In Marketo:
- 1) Wait a sync cycle (or two) for the field to sync over to Marketo
- 2) Go to Admin > Sales Insight > Edit Settings and the custom field is now available
Changing this will affect following email sends from Sales Insight.
Remember, this is not a method to select email addresses on send – this will affect all sends from all users after the From Address Field is updated.
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