Sales insight Email Tracking

[Anonymous]

Is there any way to track email results from emails sent via sales insight to measure the effectiveness of each template?

thanks,

Adam

[Edward_Masson]

I think this is coming soon. At least Marketo is possibliy going to show at the Summit in April.
At the moment its several discussion and ideas around MSI email reporting.

[Anonymous]

Great to hear this, thanks Edward! - Jeff

[Anonymous]

I have a program that specifically monitors Sales Insight emails, so I can at least measure opens, clicks, etc. I clone emails from other programs into this program specifically for MSI use.

[Anonymous]

Jason - do you mind sharing how your created a program that specificially monitors Sales Insight emails? We would like to measure these stats as well but can't wrap our heads around it. Thanks!

[Anonymous]

Here are the elements of the program:


Each of the Smart Campaigns is based on a Trigger that listens for Sales Email activity. Here's an example of the Opened smart campaign:


For us, "Conversion" is being added to an Opportunity if someone was ever sent a sales email (ie. Sales Insight had a "piece" of the opportunity process):



Hope this helps!

[Kim_Allen]

Hey Jason-

Did you create a separate channel for Sales Email? If so... what is the advantage to this vs just an email blast channel? Also - do you do this just as a program for all SI emails or is there a timeframe you do this by?

Thanks!

[Anonymous]

I did create a separate channel...this is different from the Email Blast channel b/c this is sales sending it out vs. marketing and it is 1-to-1 or 1-to-few vs. 1-to-many in marketing email sends. I leave this program running at all times just to keep track of things.

[Kim_Allen]

@Jason - How do you deal with unsubscribes. I don't see an option to specify "Unsubscribed from SALES email". Do you have a work around like - unsubscribed = true and was sent sales email in past day?

You can't receive emails through SFDC MSI if you are unsubscribed but you can through the plug-in right?

[Anonymous]

All of my Sales Insight emails are contained in that program, so if they unsubscribe from an email that is part of that program, they will hit that smart campaign.