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10  Points
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Remove the 4 character search minimum on salesforce engage

It used to be the salesforce engage allowed you to search for emails templates with as little as one character.  Now it requires 4 characters to be put in before it will turn up any search results.   Please turn off the 4 character minimum.  We have… Show more

0 comments · 6 days ago

10  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Do not indent folder in salesforce engage

Salesforce Engage is a great tool, and the concept of having folders is a good one, but identing them to the right means that we often can not read the name of the email template which is incredibly frustrating.  This happens on mobile browers and… Show more

0 comments · 6 days ago

500  Points
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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 · 1 year ago

70  Points
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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

30  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 · 7 months ago

540  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

5 comments · 2 years ago

40  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 · 1 year ago

470  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

940  Points voting closed
Delivered in Spring 19
Delivered in Spring 19

Create Folders for Email Templates in Salesforce Engage

In Salesforce Engage, it would be awesome to have a folder structure in place for the email templates. Where you can organize the email templates based on a certain theme or division of business.

16 comments · 2 years ago

330  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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.

1 comment · 3 years ago

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