DocumentationMarketo EngageMarketo Guide

Using Quick Actions to Speed Up Your Workflow using-quick-actions-to-speed-up-your-workflow

Last update: Fri Jul 21 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

There are two types of quick action columns that exist in the email grid. Email Actions, which allows you to take action on the email, and Follow Up Actions, which allows you to take engagement actions with a few quick clicks.

Email Actions email-actions

Email quick actions are dynamic and update depending on the most relevant actions for the status of the email you’re looking at. There are a maximum of two email quick actions visible for each email status. You can see what email quick actions will be available for each status below.

Delivered

Status
Description
Archive
Will add the email to the archived folder and stop all disable view and click tracking for that email.
Success
Will mark the email as successful to be reported on in template analytics.

Archived

Unarchive
Will move the email back to the delivered folder and reactivate view/click tracking.
Delete
Will delete the email.
Note: Emails that were sent as a part of a campaign cannot be deleted.

Draft and Scheduled

Edit
Will open the email in the compose window to be edited.
Delete
Will delete the email.
Note: Emails that were sent as a part of a campaign cannot be deleted.

Failed, Bounced, and Spam

Retry Send
Will immediately attempt to resend the email.
Delete
Will delete the email.
Note: Emails that were sent as a part of a campaign cannot be deleted.

Follow-up Actions

Function
Description
Send Follow Up Email
Opens the compose window with the selected inline email body appended and ready to be sent to the recipient.
Make Call
Opens the sales phone to make a call to the email recipient.
Send InMail
Redirects to LinkedIn to send the person an InMail message.
Create Task
Opens the create task pop-up to create a reminder task.
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