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Re: Sales Insight - Send Marketo Email to Members in SFDC Campaign

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Anonymous
Not applicable

Sales Insight - Send Marketo Email to Members in SFDC Campaign

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.

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Anonymous
Not applicable

Re: Sales Insight - Send Marketo Email to Members in SFDC Campaign

Go to the Leads tab in SFDC

select a list

click Go

Select all

Click Send Marketo Email button

Edit email

Send

Easy Peasy!

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7 REPLIES 7
Anonymous
Not applicable

Re: Sales Insight - Send Marketo Email to Members in SFDC Campaign

Go to the Leads tab in SFDC

select a list

click Go

Select all

Click Send Marketo Email button

Edit email

Send

Easy Peasy!

View solution in original post

Anonymous
Not applicable

Re: Sales Insight - Send Marketo Email to Members in SFDC Campaign

Thanks, Jamie.


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

Anonymous
Not applicable

Re: Sales Insight - Send Marketo Email to Members in SFDC Campaign

No Problem, glad to help

Jenn_DiMaria2
Level 10 - Champion

Re: Sales Insight - Send Marketo Email to Members in SFDC Campaign

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
Level 10 - Champion Alumni

Re: Sales Insight - Send Marketo Email to Members in SFDC Campaign

you can send up to 200 emails this way.


Also can do this via Contacts.

Anonymous
Not applicable

Re: Sales Insight - Send Marketo Email to Members in SFDC Campaign

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
Level 5

Re: Sales Insight - Send Marketo Email to Members in SFDC Campaign

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