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Can you create an email template to be sent to individual recipients as needed?

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Cayce_Armstrong
Level 4

The sales manager at my company wants to know if it's possible to create a few email templates in Marketo that our sales team can log in and use to send one-off emails to individual recipients as needed. I don't know of a simple way to do this that wouldn't require a good amount of training to our sales team members, who do not currently use Marketo. Does anyone know if this can be done?

Cayce Armstrong
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Cayce_Armstrong
Level 4

Thanks again for the help, Grégoire Michel​! It's good to know that I have another option, even though it's a bit of a round about way. Thank you also for the info on Tout App. I'll have to take a look at that to see if it is going to work with NetSuite.

Cayce Armstrong
Raymond_Johnson
Level 5

One way to achieve this with the out of the box Marketo features is to create a Marketo landing page for Internal use only and use that to  drive a smart campaign that sends the emails you want.

This would take some bit of work to setup, so if you aren't familiar with creating elaborate smart campaigns, using tokens, and creating and using custom fields you may want to get some outside help.

Also, it is very important you understand the big risk here of someone access this from outside your company. So you need to make sure you take steps to prevent that from happening. For an added bit of reinsurance part of the smart campaign could be  "Don't send the email, if not a company email address, and the lead must already exists"

Cayce_Armstrong
Level 4

Thanks for the additional suggestion, Raymond Johnson​!

Cayce Armstrong