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

Engage: add the functionality to be able to see who hasn't opened your email

I think it would be helpful to have this functionality added to Engage. We can currently see who opened our emails but we cannot see who hasn't opened our emails. I would like to suggest adding this functionality: create a hyperlinked list view… Show more

0 comments · 1 year ago

390  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

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

Add Pardot "Add to Nurture" Button on List Views in Salesforce

With Salesforce Engage you can add a "Send Engage Email" button to list views in the Salesforce UI. At the moment you can't add an "Add to Nurture" button to list views. It seems odd that you can mass Engage Email but not mass… Show more

5 comments · 2 years ago

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

Salesforce Engage: Send from Specific User

The new Salesforce Engage features to send on behalf of the Account or Contact Owner is quite nice. This is an idea to add a third option: Specific User.  The GUI would allow the Salesforce Engage user to select a specific user in the system to send… Show more

0 comments · 1 year ago

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

Pardot admin access for Engage Team Reports

As a Pardot admin, I want to monitor usage of Salesforce Engage and also be able to review the performance metrics of Engage emails.   With Engage Team Reporting, you must have the proper role heirarchy set up in Salesforce to see anyone else's… Show more

0 comments · 3 months ago

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

Allow Tracking When Sending An Email w Multiple Recpts In GMAIL w Engage Plug In

I would like to be able to track when a lead opens an email. However, with the Engage plug in for GMAIL, you can only do that if you're *only* emailing one person. I want to be able to email multiple people, or cc someone from my company, and… Show more

1 comment · 2 years ago

480  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

530  Points voting closed
Delivered in Summer 19
Delivered in Summer 19

Edit default Salesforce Engage email template

I would like to have the ability to edit the default email template in Engage. In particular to use variable tags for the signature and maybe the first name salutation, just like one would with an Outlook email with signature. I have created… Show more

5 comments · 2 years ago

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

Sals Engage - Ability to Amend Alerts 4 day activity cut off

Currently Sales Engage alerts only show for any activities in the last 4 days. This setting is "hard wired" at the moment and not editable. Is it possible to allow this setting to amended by admins? For example if membes of our sales… Show more

1 comment · 10 months ago

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

Engage for Outlook - On/Off Switcher Preference Option

When logging an email in Outlook as an Engage email, a user is expected to click the "Salesforce Engage Tracking" button each time. It would be great if a user, like an Inside Sales person, could pick a preference to have this toggle… Show more

2 comments · 1 year ago

Prev | 11 to 20 of 61 | Next