Re: Sales Insights question - can reps schedule emails at future times - CRM Dynamics

Dave_White
Level 1

Sales Insights question - can reps schedule emails at future times - CRM Dynamics

Can sales reps schedule mass email blasts in the future using Marketo?  We have Sales Insights.  The way we want our reps to use Marketo is to use the Outlook plugin.  Does anyone know if they can schedule and send blasts using this method?

We are using Microsoft Dynamics.

3 REPLIES 3
Jay_Jiang
Level 10

Re: Sales Insights question - can reps schedule emails at future times - CRM Dynamics

Outlook plugin is purely for 1 to 1 communications (it doesn't add a unsubscribe links to your email) so no there is no way to schedule "email blasts" via the outlook plugin.

Dave_White
Level 1

Re: Sales Insights question - can reps schedule emails at future times - CRM Dynamics

Thanks Jay!  So if we use the Sales Insights within CRM Dynamics, will reps be able to schedule emails for future dates?

Jay_Jiang
Level 10

Re: Sales Insights question - can reps schedule emails at future times - CRM Dynamics

Yes, you will be able to use Add to Campaign to trigger future sends. It'll also be up to how you design the program.