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Re: MSI - Lock that e-mail down
8a05476579b514dcf46f8b5211fc38a8e034792a Sep 14, 2017 5:08 PM (in response to Kristy Murphy)1 of 1 people found this helpfulHi Kristy! You are in luck!
Marketo is releasing this feature in the next release (Summer '17). Here are the release notes on this:
Release Notes: Summer '17 - Marketo Docs - Product Docs
Lock Sales Insight Template
Ensure consistency of message and content by preventing edits to your sales templates. This helps standardize templates and maintain professional communications.
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Re: MSI - Lock that e-mail down
Kristy MurphySep 14, 2017 5:41 PM (in response to 8a05476579b514dcf46f8b5211fc38a8e034792a)
Terrific news!!!
Will this lockdown happen only in emails sent from Salesforce or will it also lockdown those sent by of the outlook plugin? Just curious!
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Re: MSI - Lock that e-mail down
8a05476579b514dcf46f8b5211fc38a8e034792a Sep 14, 2017 5:47 PM (in response to Kristy Murphy)Great question! I do not have insight into that, but can definitely hop back in here and update you if I'm able to find out that info
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Re: MSI - Lock that e-mail down
Katie Abbott Sep 14, 2017 5:53 PM (in response to 8a05476579b514dcf46f8b5211fc38a8e034792a)This looks great but I hope it can be done on an individual email template level, rather than all or nothing.
We have multiple countries and brands using MSI, so locking down for all isn't applicable for us. Our users use MSI to send their own emails in branded templates, as well as sending approved emails that shouldn't be altered.
Just my 2c worth
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Re: MSI - Lock that e-mail down
Kristy MurphySep 14, 2017 6:10 PM (in response to 8a05476579b514dcf46f8b5211fc38a8e034792a)
Joy,
It looks like based on my last reply w/attachment that it doesn't lock it down for plugins.
Kristy
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Re: MSI - Lock that e-mail down
Kristy MurphySep 14, 2017 6:09 PM (in response to Kristy Murphy)
Katie,
I just read that you'll have the ability to do it at the individual email level or in mass if you elected to go that route. That is positive news for sure.
I just got this from my PS consultant. See attached.
Kristy
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