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Sales Engage reporting

Sales Engage Reporting - To be able to export all the data into a spreadsheet.  Want to extract the names of the people who opened or clicked on a the link.

0 comments · 4 months ago

30  Points
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Move Engage Email Attachments to the Top of the Email

Currently when an attachment is associated to an Engage email it appears at the bottom of the email. We have gotten feedback from the recipients that they were unaware of the attachment. It would be less confusing and more impactful from a business… Show more

0 comments · 4 months ago

20  Points
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Pardot admin access for Engage Team Reports

As a Pardot admin, I want to monitor usage of Salesforce Engage and also be able to review the performance metrics of Engage emails.   With Engage Team Reporting, you must have the proper role heirarchy set up in Salesforce to see anyone else's… Show more

0 comments · 1 year ago

100  Points
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Make Pardot's Dynamic Lists CRM Visible

We would like to allow our sales team to access certain dynamic lists in Pardot via Salesforce Engage to allow monthly reminder emails to go out to the predefined lists that are always up-to-date.

1 comment · 2 years ago

510  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

3 comments · 5 years ago

80  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 · 9 months ago

40  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 · 1 year ago

50  Points
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Customizeable Engage Signature

We have setup a Salesforce and Pardot email signatures. However, when trying to send an Engage email without a template a third signature is pulled as adefault wi=hich is neither of these. After opening a support case it seems this is a hard-coded… Show more

0 comments · 11 months ago

50  Points
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Add Engage component to Home Page

We are implementing Salesforce Engage and would like to surface the latest data on the Home Page of our Sales users, so they can click straight through rather than go into the Alerts tab.

0 comments · 5 months ago

50  Points
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Idea has been posted. Give it an upvote or downvote.

Email Preference Center for SF Engage

It would be great if we could utilize our email preference center in Engage email sends. Currently the default is the global unsubscribe. We are finding that many customer respond much better to Engage emails vs marketing offers and would like to… Show more

0 comments · 3 years ago

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