Richard_Wasylyn

Level 4 - Champion Alumni

Joined the community 16-12-2013

Level 4 - Champion Alumni

Sr Director, Marketing Operations

Vancouver

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Re: Fearless Forum 10

by Richard_Wasylyn 11-19-2019

Great content here!

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4923 0 0
Tracking Sales Emails - Generating duplicate templates in SFDC

by Richard_Wasylyn 11-23-2016

I'm wondering if anyone else is experiencing this issue. We have set up a few AEs with the email add-in, we have tracking activated on sales email sent and opened so we can give credit in activity reports in SFDC. When the AE sends the email vai gmail and has it flagged to sync marketo is writing in...

Discussions

1541 1 1

Marketing: Analytics and Metrics Marketing: Email Marketing & Brand Marketing Marketing: Lead & Demand Generation Marketing: Marketing Operations (MOPS) & Data
How can you use SFDC Queues in Smart Lists?

by Richard_Wasylyn 08-03-2016

Has anyone been able to use lead ownership by queue in their smartlists? We have a few active lead queues that we want to have alerts triggered by different queue but I can't figure out how to pull based on queue. Anyone?

Discussions

1204 0 1

Lead Management
Filter a large account list

by Richard_Wasylyn 03-11-2016

We are moving to an outsource outbound sales process were we have a number of accounts flagged as "no fly zone". I'm wondering if there is an easy way with Marketo to take the account list (about 850 accounts) and use that as a smart list to pull any leads in SFDC and re-assign them to a queue. Has ...

Discussions

952 0 2

Lead Management
Re: How long does it take to sync data?

by Richard_Wasylyn 08-11-2015

Thanks for the response Josh. It's a large chunk of data so I'll reach out to support to open up the throttle. I was running a smaller pocket before and ended up maxing out the daily API calls.

Discussions

1749 0 0
How long does it take to sync data?

by Richard_Wasylyn 08-04-2015

I have run a data append with a vendor and am going to upload the appended data to record in Marketo. I'm curious how long it would take for the data in Marketo to then write over to SFDC? Is it better to update the records in SFDC and then wait for the data to write back into Marketo?

Discussions

1794 0 2

Lead Management
Sync Lead to SFDC

by Richard_Wasylyn 07-30-2015

We had some data pushed into SFDC that should not have been. We want the leads to remain in Marketo and be synced into SFDC once they have performed a few other actions. If I delete the leads out of SFDC now and leave them in Marketo are there any potential issues we may run into in the future with ...

Discussions

1074 0 2

Lead Management
Implementing a New Lead Scoring Model

by Richard_Wasylyn 07-30-2015

I'm in the process of remodeling our lead scoring. We have defined all the scoring adjustments and I'm in the process of implementing the new campaigns. We've decided to remove all previous scoring and run batch scores to re-calibrate all leads in the system.For any behavioral activity the campaigns...

Discussions

2733 0 4

Lead Management lead scoring
Re: Lead Source Value Overwritten

by Richard_Wasylyn 03-27-2015

No lead source value on the forms at all. We have one custom field "MKTO-lead-source" with a value. Then the smart campaign that pushed that value into the lead source field if it's empty. We are using Lead Source as the first touch and the MKTO-Lead-Source as the most recent.

Discussions

1301 0 0
Lead Source Value Overwritten

by Richard_Wasylyn 03-27-2015

We use reachforce for data enrichment, we have all the reachforce values hidding on the form that write to custom Reachforce fields, these then populate the native fields in Marketo if those fields are empty.Whe have the similar set up for our lead source so we maintain the original values. Our form...

Discussions

1374 0 2

Lead Management