Hi,
I have run a customer journey and email were sent properly, however I can't see any activity record being generated at contact level.
Thank you! I can see them now. I appreciate your help.
Thank you! I can see them now. I appreciate your help.
Yes - you should be able to switch forms as mentioned by Yen. If you see only one form then you probably need more permissions.
If you're within the Marketing module you should be able to do a form switch in Contact, see below as an example.
Hi,
I am having the same issue and just came across your post. Thank you for posting the fix to this. Can you share where we would switch the Contact form to the Insight form? Is this in the backend custom configurations? Thank you.
All interactions related to Marketing module
On the Insights form would you see only the marketing emails or ALL the activities for that contact?
Hi Yen,
Thanks for the reply. I changed to insight view and I can see all interactions.
Hi,
The emails in the Marketing module are not sent via the generic CRM email functionality through Exchange/ServerSync/EmailRouter. It is sent via the Marketing module's back end engine and this is why they don't appear in the Activity Email list.
However, if you switch the Contact form to the 'Insight' form you'll be able to see what Marketing emails they have received in the past.
André Arnaud de Cal...
292,111
Super User 2025 Season 1
Martin Dráb
230,934
Most Valuable Professional
nmaenpaa
101,156