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500  Points
Open - Not Planned
Open - Not Planned

Additional ownership criteria and attribute filters for Engage Alerts

Engage Alerts seem like a great idea, but in practice, our users have a lot of trouble honing the signal to noise. Mainly, they need a way to filter for relevant criteria such as: Contact vs. LeadAccount Type/IndustryAccount Status (could be record… Show more

14 comments · 2 years ago

20  Points
Open
Idea has been posted. Give it an upvote or downvote.

Engage email sends get associated to campaign

We are using connected campaigns and think it would be entirely beneficial to have functionality added so that when an Engage email is sent, the prospect is automatically put in the campaign that is associated with the Engage template. This would… Show more

0 comments · 1 month ago

630  Points
Open
Idea has been posted. Give it an upvote or downvote.

Add Send Engage Email Button to Reports

Oftentimes our sales wants to send emails to contacts based on their purchase history, cases they have created, and other contact related data. Contact list view filters, however, do not allow this type of targeting. Being able to send Engage emails… Show more

10 comments · 3 years ago

420  Points
Open
Idea has been posted. Give it an upvote or downvote.

Engage Email Activity History

When a Salesforce Engage email is sent, a Salesforce Activity History item can be recorded on the Lead or Contact to note the email was sent. Unfortunately, this Activity History includes the raw text of the email with Pardot Variable Tags in place… Show more

0 comments · 1 year ago

80  Points
Open
Idea has been posted. Give it an upvote or downvote.

Make Pardot's Dynamic Lists CRM Visible

We would like to allow our sales team to access certain dynamic lists in Pardot via Salesforce Engage to allow monthly reminder emails to go out to the predefined lists that are always up-to-date.

1 comment · 2 years ago

10  Points
Open
Idea has been posted. Give it an upvote or downvote.

Engage unsubscribe link - ability to customize the unsub tag

In Salesforce Engage, if you send to a group of 10 or more prospects, Pardot adds the unsubscribe %%unsubscribe%% tag. This tag is essentially a one-click unsubscribe. With email clients that have a spam checker, the bots are clicking that link and… Show more

0 comments · 2 months ago

350  Points
Open
Idea has been posted. Give it an upvote or downvote.

Send Engage Email from SF1

Need the ability to send Engage emails from SF1. 

4 comments · 2 years ago

10  Points
Open
Idea has been posted. Give it an upvote or downvote.

Salesforce Files Connect with Engage Emails

It would be neat to have the ability to access Salesforce Files Connect (Sharepoint) files when attaching to Engage emails. Use Case: Our Sales Team uses Engage emails that our Marketing Team has built, but would love to have the opportunity to use… Show more

0 comments · 2 months ago

20  Points
Open
Idea has been posted. Give it an upvote or downvote.

Customizeable Engage Signature

We have setup a Salesforce and Pardot email signatures. However, when trying to send an Engage email without a template a third signature is pulled as adefault wi=hich is neither of these. After opening a support case it seems this is a hard-coded… Show more

0 comments · 3 months ago

490  Points
Open
Idea has been posted. Give it an upvote or downvote.

allow tracking when sending (CCing and BCCing) in Engage

For Engage users: Pardot Engage does not allow tracking AT ALL when sending to multiple e-mails. It gives you an error. I would want Engage to allow and tracking one e-mail in the 'To' field. And then allow additional emails (and not… Show more

2 comments · 4 years ago

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