All Ideas

Idea Details

Post an Idea

This idea has been delivered and can no longer be voted or commented on. If you’d like to add to this conversation, please post a new idea.

340 Points voting closed

Delivered in Summer 20

Mark Jones

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

Salesforce Engage

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 Add to Nurture.

One particluar use case is for outbound sales teams who want to automate their follow up emails:
Engage Email -> Add to Nurture List -> Engagement Studio fires off sequence of emails, listens for opens/clicks and creates tasks as such.

· Flag

Latest Comment from Salesforce

Rahmaan Lodhia - 1 year ago

This feature functionality was delivered in Summer '20 release through the new Add to Pardot List and Add to Engagement Studio List platform actions. Details can be found here. #LightningOnly
- Flag

Comments ( 6 )

Sort By

Rahmaan Lodhia - 1 year ago

This feature functionality was delivered in Summer '20 release through the new Add to Pardot List and Add to Engagement Studio List platform actions. Details can be found here. #LightningOnly
- Flag
Audrey Child - 1 year ago

This would be a huge hit for our team, please add.
- Flag
Christopher Cunniff - 3 years ago

Yes please. We have a lot of scenarios where our outbound sales needs to be able to add groups of people to a nurture rather than doing them as one off entries.
- Flag
Pauline De Sevin - 3 years ago

I really don't understand why this functionnality isn't already available.
- Flag
Ciaran Roe - 3 years ago

Essential. The absence of this functionality as standard is, quite frankly, startling.
- Flag
Lisa Edington - 3 years ago

Absolutely! That would also allow sales team to send stalled leads directly into the appropriate nurture/engagement campaigns so that they don't fall into a black hole. Great idea!
- Flag