Sales Insight Do's and Dont's

[Anonymous]

We're putting together a refresher training fro our Sales Insight users and will provide them a sheet with the following Dos and Don'ts.  What else should we be including on the list?

• DON’T send emails to email addresses that are not the primary email address in an existing Salesforce contact record
• DON’T copy and paste links from a previously sent or received Marketo email into a new email you are sending using Sales Insight / Send and Track as the tracking code will malfunction
• DON’T forward Marketo emails you’ve sent or received to someone else as the links are tied to the original recipient and if someone else clicks them, their activity no longer will be tracked in their Marketo contact record
• DON’T create email signatures in Outlook that also have your email content above the signature block as this will cause open / click tracking to malfunction
• DO send emails to multiple contacts at once from a customized “Contacts” view or search results in Salesforce
• DO create templates in Marketo that can be used & tracked on an ongoing basis
• DO send emails to contacts in Salesforce from the “Marketing Sales Insight” section on the contact record
• DO exclude any contacts from your views that have a “Bogus Info” revenue model stage or whose Email Invalid field is checked when sending mass emails to increase deliverability

[Josh_Hill13]

You may want to remind them there is a limit on the # of SI emails a user can send. I think it was 200 unless that limit was removed.

The Forward suggestion is pointless because an SI user would be unlikely to do that...it's the target that will end up doing so. Unless Sales was actually testing the email and then sending that version on.

[Anonymous]

Thanks Josh - 200 is still the limit, but we discourage them from sending more than a few dozen at a time, especially to the same email domain :0)  I'll definitely add this.

Our sales guys do forward their sent emails (from Send and Track) to each other more often than I'd like and invariably either they or the person they sent it to copies a section of the email with a link and pastes it into another email or click a link in the email, which then results in inacurate tracking.  I'm curious if others out there have to deal with this problem and if they have any way of preventing it other than continuing education.

Here are a few more I'm going to include.

• Don’t click links in the emails you’ve sent using Send and Track
• Don’t send more than a few emails at the same time to the same email domain as this can trigger spam filters.
• Don’t attach large files as this can trigger spam filters – use links to collateral instead.
• Do watch for Email Bounced email alerts after sending a large number of emails and follow the suggested steps to determine the cause and your appropriate actions.