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Sales Insight Actions Activity Glossary sales-insight-actions-activity-glossary

Last update: Mon Jul 24 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

In Sales Insight Actions, when a seller: adds a lead to a sales campaign, sends them a sales email, or makes an outbound sales call, it will be logged under the Marketo activity history for that lead. Additionally, when the lead engages with emails, opens, clicks, and replies, it also gets logged.

The activities below will be logged to Marketo from Sales Insight Actions.

NOTE
These activities and attributes are available to be consumed from our REST and Bulk API.

Activities activities

Sales Activity
Attribute
Send Sales Email
Sent By
Source
Template ID
Sales Template URL
Sales Campaign URL
Sales Template Name
Email Subject
Sales Campaign Name
Marketo Sales Person ID
Open Sales Email
Sent By
Source
Template ID
Sales Template URL
Sales Campaign URL
Sales Template Name
Email Subject
Sales Campaign Name
Marketo Sales Person ID
Clicked Sales Email
Link
Sent By
Source
Template ID
Sales Template URL
Sales Campaign URL
Sales Template Name
Email Subject
Sales Campaign Name
Marketo Sales Person ID
Replied to Sales Email
Received By
Source
Marketo Sales Person ID
Received Sales Call
Sales Call Made By
Sales Call Status
Sales Call Subject
Sales Campaign Name
Sales Campaign URL
Sales Phone Number Called
Source
Sales Call Duration
Sales Call Recording URL
Sales Call Answered By
Marketo Sales Person ID
Add to Sales Campaign
Sales Campaign Name
Sales Call Status
Sales Campaign URL
Sent By
Source
Sales Campaign ID
Remove from Sales Campaign
Sales Campaign Name
Sales Call Status
Sales Campaign URL
Sent By
Source
Sales Campaign ID
Sales Email Bounce
Details
Email
Sent By
Marketo Sales Person ID
Template ID

Descriptions descriptions

Attribute
Description
Details
Bounce error message detail.
Email
Email address that bounced.
Link
URL that was clicked.
Marketo Sales Person ID
Unique ID for person record in Sales Insight Actions.
Received By
Email address of the person who sent the email.
Sales Call Answered By
Name of person who answered the call.
Sales Call Duration
Length of call in seconds.
Sales Call Made By
Email address of sales person who made the call.
Sales Call Recording URL
URL of call recording.
Sales Call Status
Will save the final call status of the call which includes: completed, no answer, cancelled, failed.
Sales Call Subject
Call outcome that's selected by a sales user in the dialer.
Sales Campaign ID
Unique ID for Sales Campaign asset in Sales Insight Actions.
Sales Campaign Name
Name of Sales Campaign.
Sales Campaign URL
Sales Insight Actions URL for Sales Campaign.
Sales Email Subject
Subject line of email followed by a unique ID (ex: My Subject Line (SIA-12345678)
Sales Phone Number Called
Phone number called by Sales.
Sales Template Name
Name of email template in Sales Insight Actions.
Sales Template URL
Sales Insight Actions URL for email template.
Sent By
Email address of the person who sent the email.
Source
Source of the activity. Will be set as "Tout" for Sales Insight Actions activities prior to the Oct '21 Release. Will be "Sales App" for Sales Insight Actions activities after the Oct '21 Release.
Template ID
When the source is Tout, the Template ID will be the Marketo Sales Insight Actions Template ID. Use this to target a specific template instead of subject line, which could exist in multiple templates.
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