7 Replies Latest reply on Feb 15, 2017 5:49 AM by Lisa Lau

    Marketo Sales Insight - possible to create a 'email sent' report?

    Nina Valtcheva

      This has been a pain point for us for a while...whenever we send a Marketo email to a specific list in a region, sales always asks to know who the email was sent to. We have company-wide rules that prevent us from sharing exportable lists with sales that contain personal info, so simply exporting the list of email recipients from Marketo is not an option. I'm trying to find a way to do this in SFDC to provide sales with a link to the report which they can view but not export. 

       

      I know email activity shows up in the Marketo Sales Insight widget Email tab but that's for each individual record so doesn't really help with our case. Is there a way to use MSI to generate a report in SFDC that shows everyone that was sent a particular email in one report?

       

      Wondering if anyone has run into a similar issue and what creative ways you use to get around this.