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Amanda Benjamin

Allow for Operational Email sending out of Engagement Programs

Automation & Engagement Studio

Have an Operational checkbox for the entire Engagement Program OR set up at the Send Email step a way to check if the send taking place (albeit a template) is Operational for this purpose since right now it is only possible through List Emails.

We have clients who need to send operational emails frequently and are by law required to track engagement with those emails. They would ideally use Engagement Programs to automate making sure if they didn't open it or acknowledge it through some other desired action on the first send that there is logic built into program to send follow-ups or specifc paths based on who they are and what they've done or not done.

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Ruairidh Legge - 4 days ago

This Operational Email sending out of Engagement Programs is gonna be a great way to lessen workload. Check Among Us game by innersloth and start gathering your team mates and plan your strategy on how to survive the game if you are both a crewmate in the game.It is a free to play on pc and mobile so try it today!

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Cem Kolukisa - 12 days ago

Is this on the roadmap, will we ever see it? We have to jump through hoops to get simple operation email automation in Salesforce, Pardot is the best tool to handle those operational email automations with ease.

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Astrid Weber - 14 days ago

This is a much needed functuality to automate processes you legally have to follow.
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Zarina Bhimani - 18 days ago

Very much needed. How do we get this on someone's radar. it can't be difficult to do.
Example use case:
We use Pardot forms to get people to sign up for an online event via our website. I want to email them 1) an confirmation, via an autoresponder and 2) login details the day before the event, via an engagement campaign.
I have no way of sending them the login details if they are opted out of commercial mailings. I can;t include in the autoresponder as sales team want to review before login info is supplied.

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Kerry Jones - 27 days ago

Not being able to do this is crazy. As a result we're having to look into other alternative platforms and in the process of putting together a migration plan.
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Mark I - 1 month ago

Limited by this lack of functionality
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Amanda Hudgins - 2 months ago

Can we please get this into production? It really is harboring issues with automation.
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Akhilesh Golusula - 3 months ago

This would be very much helpful. This resolves some of the issues for my team.
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Bill Fetter - 3 months ago

I'll conditionally upvote this with the commment that marketing automation is not necessarily intended for transactional automation. There are no doubt legitimate use cases here, particularly in light of current circumstances, but generally we should consider that transactional messaging ought to come wherever possible from the transactional system and not the marketing automation system.

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Cassidy Hodge - 4 months ago

It'd be great if operational emails were also reportable in Salesforce and part of the B2BMA app. We send safety notifications regarding products and are currently unable to use B2BMA to report on results.

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EileenCh Kapp - 6 months ago

We could really use this feature! We're sending out COVID-19 Test Kits to research study participants and we'd like to automate following up with the recipients, using an Engagement Program, even if they've opted out of marketing emails (after the test kit was shipped). I'm starting to think of a workaround for this.

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Isabel Rittenberg - 6 months ago

I absolutely endorse this feature! I am at a lose as to how to set up triggered, transactional emails - which seems to be a key feature of any effective ESP / marketing automation platform. Please, please, please develop this functionality!

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Susan Bruch - 6 months ago

We absolutely need this ability.

Use case: daily trade confimations are uploaded to Salesforce. Then need to send a template with HML of # shares and amount to the investor. It's automating a manual process! I can't believe email templates (whether for Engagement Studio or Automation Rules) are not able to be created as Operational emails for a financial transaction confirmation!

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Samantha Knoll - 6 months ago

This is absolutely necessary!!!!
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Zarina Bhimani - 7 months ago

Agree with Brian below. The designation of 'Operational' needs to be on the template rather than when sending. Most ofour operational emails are sent like this in response to other events in Salesforce. For example, event details as Brian mentions below (we could automate sending out confirmation email as soon as person is tagged for that event in SF), Support contract renewals - automatic email advising of expiration of customer's support contract based on date in SF, Welcome email to new customers based on closing of an order. So many things that aren't marketing yet we have no way of doing them right now. This functionality is so desperately needed. Also, having it on the template would make it easy to audit use of operational designation - far more so than it only being on sent emails.

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Amanda Benjamin

3 years ago

3,800 Points Open

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