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

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Anonymous
Not applicable

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.

1 ACCEPTED SOLUTION
Anonymous
Not applicable

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
Josh_Hill13
Level 10 - Champion Alumni

you can send up to 200 emails this way.


Also can do this via Contacts.

Anonymous
Not applicable

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

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

Anonymous
Not applicable

Go to the Leads tab in SFDC

select a list

click Go

Select all

Click Send Marketo Email button

Edit email

Send

Easy Peasy!

Jenn_DiMaria2
Level 10

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.

Anonymous
Not applicable

Thanks, Jamie.


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

Anonymous
Not applicable

No Problem, glad to help