Re: Add Templates to Marketo Salesforce Emails

Anonymous
Not applicable
I'm trying to create templates for our sales team to use while they are in Salesforce and using Sales Insights, but I can't find how to create new templates to the drop down list. Where or how would I go about creating them?
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3 REPLIES 3
Anonymous
Not applicable
Would Marketo Sales Insight be the only route to send a marketo email via SFDC? What about the out of the box Send Email button on contacts and leads; then, choosing from the email templates in SFDC. Is this a possible route?
Thanks,
Alvin
Anonymous
Not applicable
When you edit the email in the Marketo Editor, click on 'Edit Settings' and check 'Publish to Marketo Sales Insights'

More information:
http://community.marketo.com/MarketoArticle?id=kA050000000L9imCAC

R
ajesh

Anonymous
Not applicable
Alec,

You enable emails as MSI templates in Marketo. Go to your desired Email, click on Email Settings and check the box "Publish to Sales Insight".

As a practice, I actually create a new program for Sales Insight emails and clone emails from other programs into it so I can track Sales activity vs. the original program.