I upgraded last week the Marketo sales insight as requested by Marketo.
for some reason I don't see lead's or contact's upcoming emails such as scheduled nurturing emails.
Any idea ? Did I miss something ?
You need to configure it in the package settings in SFDC. https://docs.marketo.com/display/public/DOCS/Marketo+Sales+Insight+Configuration+Tab+in+Salesforce
FYI it only shows all upcoming emails and events, not just those that are relevant to the contact, so it may or may not be relevant
Thank you Amy.
I configure it from the first place, but still it shows only upcoming events and not upcoming email campaigns 😞
I would open a support ticket
Hi Amy, the upcoming email campaigns tab does show all emails. However, upcoming events can be personalised in the admin settings to show all events or events specific to a lead or contact. If you choose "all events" as an admin, there is a filter available in the events tab where the end user can see "Show Invited Events Only"
Hope this helps!