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300  Points
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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

4 comments · 1 year ago

580  Points
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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

6 comments · 3 years ago

50  Points
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Allow Libraries files to be attached in Engage emails

The new attachment feature is a game changer for using Engage, however I was surprised that there is not an option to attach files from Libraries. Our company uses the Libraries to store all our marketing materials and it just seems like an easy win… Show more

1 comment · 10 months ago

140  Points
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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
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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 · 3 years ago

10  Points
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Approval Process for Salesforce Engage emails sent by Reps

It would be great if you could set up an Approval Process for emails sent through salesforce engage in salesforce by the reps so if they send x or more at a time, i.e. send an email to 10 or more people at a time, it would be sent internally to an… Show more

0 comments · 1 month 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
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Idea hasn't met the 2,500-point review threshold. 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 · 6 months ago

80  Points
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Idea hasn't met the 2,500-point review threshold. 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

370  Points
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Idea hasn't met the 2,500-point review threshold. 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

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