Sales Insight Email Performance Report - No Template

Anonymous
Not applicable

Sales Insight Email Performance Report - No Template

What does No Template mean in the Sales Insight Performance Report / email name column? 


 
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Anonymous
Not applicable

Re: Sales Insight Email Performance Report - No Template

Does it represent emails sent from Outlook using the Send and Track feature?
Liz_Medeiros1
Level 3

Re: Sales Insight Email Performance Report - No Template

It means when reps select Send Marketo Email (either in Salesforce or via the Outlook plug-in), they don't pick any of the pre-loaded templates. They probably just want to send very targeted track-able emails to a lead. Our reps usually do this to follow up with a prospect after a conversation or confirm details they agreed on, confirm times for a meeting, etc.