Ideas - Salesforce Trailblazer Community
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350  Points
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Custom Templates for Salesforce Engage

I am rolling out Salesforce Engage to my users and they would like to have personal templates in addition to the Marketing Templates available in Engage. This was an option in Salesforce (my sales templates) but is not available in Salesforce Engage.

2 comments · 4 years ago

90  Points
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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 · 2 years ago

50  Points
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Customise the Salesforce Engage Alerts criteria based on time and campaigns

At the moment the criteria filters on Salesforce Engage Alerts are pretty restrictive. I read an article that says it shows the past 4 days of activity. There isn't an option to amend this like you can on Salesforce reports. We want to be able to… Show more

0 comments · 10 days ago

90  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

2 comments · 1 year ago

20  Points
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Salesforce Engage alerts - colour coding and pardot score

We noticed that the colour coding of the alerts on the app has disappeared.  Our sales team actually preferred the colour coding so they could see the type of activity that was happening at a glance. It would also be great to see an individual's… Show more

0 comments · 1 year ago

20  Points
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Log activity on both Opp and Contact if 'Send Engage Email' button is on Opp

We track activity at the opportunity level and have the 'Send Engage Email' button on the opportunity page.  Currently, the email task/activity for sending that email is only logged on the contact record and which creates extra steps for reps… Show more

0 comments · 5 months ago

430  Points
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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

40  Points
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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 · 2 months ago

20  Points
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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 · 3 months ago

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

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