Piggybacking on our Email Templates Types enhancement, your sales reps can now send marketing approved email templates from within salesforce.com. The email template drop down will be restricted to Email Templates you have designated as One to One so your sales reps won’t have to wade through list emails, drip emails, etc.
Sales reps can also choose to create an email from scratch, preview it, and send it to a prospects. If the prospect does not already exist in Pardot, it will be created behind the scenes, synced with salesforce.com, and assigned to the user sending the email.
Enabling the Send Pardot Email button
- You will need to install the latest Pardot for Salesforce.com AppExchange package to install the button. Install now>>
- Add the button to your Lead and Contact layouts
Notes:
Emails sent in this manner will be synced up to salesforce.com as activities behind the scenes if you have enabled that setting in your connector.
This is awesome, my sales reps have been asking for this!
Awesome — glad to help. This feature, combined with the new single sign-on feature we rolled out (where you can just enable it on behalf of your reps) makes things much easier in salesforce.com.
Great feature Pardot! And for those who don’t know how to add the button in Salesforce, it’s in Setup>Customize>Leads/Contact>Page Layout
Thanks for the note on how to add the button Lia — I’ll add that to the post!
Will a feature like this be created for sending mass emails from SFDC or will it remain strictly for individual emails?
Hi Ashlie — that’s a possibility in the future. Would you see this being for sales reps to use or just for marketers? It’s a bit scary to have sales reps sending out mass emails (you’d probably want some governors in there regarding recency and frequency).
Can you please hyperlink from this post to the Email Template Types documentation so I don’t have to search for it separately every time?
Good call. Just did that for you!