Bill Fetter from Unfettered Marketing inspired this blog with his innovative solution of customizing Email Content.
If you’re using the new Lighting Email Builder, you regularly send emails out of Email Content.
The Email Content default page layout looks something like this:
Take a closer look at the columns in the screenshot above. The default list only displays Name, Last Modified By and Email Template. (It could be more insightful!)
If you want to see more details, like delivery rate, open rate, click rate, spam rate, etc., well, you can!
Here’s what your Email Content page could look like:
Customize your Account Engagement Email Content List View
Follow these steps to set up your Email Content list view how you want it.
1. Copy this formula to create a list view in Salesforce classic.
Where you see “YOURMYDOMAIN” in all caps, enter your Salesforce domain.
https://YOURMYDOMAIN/ui/list/FilterEditPage?ftype=EmailContent
2. Create a new list view
Populate the steps to create a new list view. Don’t worry about choosing filters because they will not not work. All emails will be displayed in the list view.
Select all the fields you want to display in your list view.
Make the list view visible to all users or just visible to you.
3. Go back into the Email Content tab and choose your new list view in the dropdown.
4. Pin the list view
Pinning the list view will make your new list view the default.
You can edit the list view in the Lightning List View controls if you need to make changes.
This Pardot article written by: Jen Kazin
Greenkey Digital
Unlock the Power of Pardot. Don’t spend tens of thousands of dollars on marketing systems to simply… send emails.
Original Pardot Article: https://greenkeydigital.com/account-engagement-customize-your-email-content-list-view/?utm_source=rss&utm_medium=rss&utm_campaign=account-engagement-customize-your-email-content-list-view
Find more great Pardot articles at https://greenkeydigital.com/
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This Pardot article written by: Jen Kazin
Greenkey Digital
Unlock the Power of Pardot. Don’t spend tens of thousands of dollars on marketing systems to simply… send emails.
Original Pardot Article: https://greenkeydigital.com/account-engagement-customize-your-email-content-list-view/?utm_source=rss&utm_medium=rss&utm_campaign=account-engagement-customize-your-email-content-list-view
Find more great Pardot articles at https://greenkeydigital.com/