Account-Based Marketing Virtual User Group

Cristina Daroca in Account-Based Marketing Virtual User Group4 months ago (Show more)

How do I upload a list of accounts to an Account List in the ABM Module?

Hi, I have a list of ~1,000 accounts on a spreadsheet that I want to upload to Marketo ABM as an Account List. Can I upload them in bulk? I understand I can pick accounts from the Named Accounts section to add to my list, but I don't want to have to find 1,000 accounts manually. Thank you! Cristina

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Liana Vagharshakian

(to Cristina Daroca) 4 months ago (Show more Show less)

Hello Cristina, Yes, this is feasible. Use the import functionality: Import Named Accounts - Marketo Docs - Product Documentation Ensure that you de-dup using the domain or name in order to ensure duplicate accounts are not created.

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Ashley Belcher in Account-Based Marketing Virtual User Group4 months ago (Show more)

Use a form for forgot password communication

Can we utilize a form to update forgotten password communications? OR is there any other advice out there to set something like this up via Marketo...?

Kathryn Stone in Account-Based Marketing Virtual User Group7 months ago (Show more)

Trigger alert - activity from multiple contacts

Our company is looking to do some account-based marketing initatives, via Marketo. We currently do not have the abm module. Specifically, I am looking to create an alert which checks for contacts on the account having at least 2 interesting activities between them in the last 90 days. It would then trigger an email send to the account owner.… (Show more)

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Liana Vagharshakian

(to Kathryn Stone) 4 months ago (Show more Show less)

Right now, the ABM tool will not solve for this use case since it doesn't listen for Account wide activity. We do however have projects on our roadmap that will solve for this. Stay tuned.

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