Sales Insight - Send Marketo Email to Members in SFDC Campaign

[Anonymous]

This feature is available on the lead/contact level in SFDC but I don't see this as an option within campaigns. Is this possible?

We want to give our internal team the option to send their own emails (using Marketo templates) to a group of individuals that they've defined using SFDC campaigns.

[Anonymous · Accepted solution]

Go to the Leads tab in SFDC

select a list

click Go

Select all

Click Send Marketo Email button

Edit email

Send

Easy Peasy!

[Anonymous]

Thanks, Jamie.

The trick is to create the appropriate views for them. Didn't think of that.

[Anonymous]

No Problem, glad to help

[Jenn_DiMaria2]

If the campaign contains BOTH leads and contacts, does this mean we have to create the views in two different places? I can't imagine sales being too pleased with having to do the same work twice.

[Josh_Hill13]

you can send up to 200 emails this way.

Also can do this via Contacts.

[Anonymous]

Some of these campaigns include 200+ contacts. For example, 1 campaign has 650 contacts. How do I hit all 650 contacts and make sure that nobody receives a duplicate email through the use of Marketo Sales Insight?

[Abaran]

Hi Andrew,

Did you manage to do this via MSI?

I am having a similar issue:

• Need to send email to more than 200 people at a time
• Some Account fields missing Contact view in SFDC so i would create a report and add the contact to an SFDC or Marketo Campaign
• Do have send via MSI button on campaign page in SFDC

Thanks

Axel