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Email Templates editable in SFDC

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Soledad_Angel
Level 2

Hello all,

Is it possible to make a Marketo template editable in SFDC? The template (once used) becomes available in SFDC, but cannot be modify for usage. Do I need to recreate it in SFDC?

1 ACCEPTED SOLUTION
Grégoire_Miche2
Level 10

Hi Soledad,

email templates cannot be made editable in SFDC. Saes insight emails can be edited in SFDC before being sent.

What are you intending to do here?

-Greg

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5 REPLIES 5
Grégoire_Miche2
Level 10

Hi Soledad,

email templates cannot be made editable in SFDC. Saes insight emails can be edited in SFDC before being sent.

What are you intending to do here?

-Greg

Soledad_Angel
Level 2

Yes, that answer my question.

I just believe that sending email via MSI is not very user friendly and wanted to use the standard SFDC email functionality which just takes ~3 clicks instead of ~8.

Grégoire_Miche2
Level 10

Hi again Soledad,

The problem with sending email with SFDC is that they are not sent by Marketo, so not tracked by Marketo for clicks and cookies will not be reconciled if people click the email.

-Greg

Floyd_Alvares2
Level 8

Hi Soledad,

Does your templates have editable sections? 7 Easy Steps to Sending a Marketo Sales Insight Email: Template or No Template

Thanks

Floyd

Soledad_Angel
Level 2

Sorry, I am not sure.... new to marketo....