CristinaLeo

Thanks to putting it bluntly 😊  ... View more

Hi Michael,   Thank you very much for your patience ‌‌ The email should be sent to each sales rep to get a list of their contacts. About the buttons' action, it is not required for the link to add people to the opportunity, that's why I was thinking to create a fake link with a query string to record just the click in Marketo, for instance, www.ops-feedback.com?val=email addres, but I'm not sure if this will work. I think the solution of an Outlook email attaching an Excel file, is the easiest way and the one with fewer efforts, I've played with velocity script in the past for simple tasks, but I can't say to be a developer!   Best, Cris ... View more

Hi Michael, thanks for replying and asking these questions, they're definitely helpful to clear my ideas.   The email will be an internal distribution to be sent to the sales team. Basically, they want to make it easy for the salespeople to determine which contacts they can add to an opportunity and who can they discard.   The idea is to pull the information from an Excel file which contains the opportunity and a list of contacts associated with the account of the opportunity, the table can be managed in HTML not dynamic. Within the email, next to the contacts' email addresses, they want to see a button that will help sales select which contact can be added to the opportunity and who's not the case to add and do a report on the choice. I'm just trying to understand if this is feasible in Marketo, or if I should look for another solution.   I hope this provides more background.   Thank you! 🙂 ... View more