6 Replies Latest reply on Sep 14, 2017 6:10 PM by Kristy Murphy

MSI - Lock that e-mail down

Kristy Murphy Sep 13, 2017 6:42 AM

Challenge - We create an e-mail that think it looks pretty good, brand approved, and legal signed off. We load it to MSI and then a sales rep goes in to the e-mail and changes pricing or adds comments which totally aren't approved by brand/legal. Is there anything that we can do other than using images to stop this?

When I say "we" above it for sure isn't "me" that is creating it. That said, if we had to use images as other threads from 2015 note - can we still link those images? We want to get tracking info.

Any help would be appreciated.

Kristy

Re: MSI - Lock that e-mail down

Joy Martinez Sep 14, 2017 5:08 PM (in response to Kristy Murphy)

Hi 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.
1 of 1 people found this helpful
Like Show 0 Likes(0)

Actions
- Re: MSI - Lock that e-mail down
  
  Kristy Murphy Sep 14, 2017 5:41 PM (in response to Joy Martinez)
  
  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!
  
  Like Show 0 Likes(0)
  
  Actions
  - Re: MSI - Lock that e-mail down
    
    Joy Martinez 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
    
    Like Show 1 Likes(1)
    
    Actions
    - Re: MSI - Lock that e-mail down
      
      Katie Abbott Sep 14, 2017 5:53 PM (in response to Joy Martinez)
      
      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
      
      Like Show 0 Likes(0)
      
      Actions
    - Re: MSI - Lock that e-mail down
      
      Kristy Murphy Sep 14, 2017 6:10 PM (in response to Joy Martinez)
      
      Joy,
      It looks like based on my last reply w/attachment that it doesn't lock it down for plugins.
      Kristy
      
      Like Show 0 Likes(0)
      
      Actions
Re: MSI - Lock that e-mail down

Kristy Murphy Sep 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

IMG_6340.PNG 738.8 KB

1 of 1 people found this helpful
Like Show 0 Likes(0)

Actions

Go to original post

Lock Sales Insight Template