About Julz_James

Julz_James · ‎03-19-2015

Thanks guys. I want to track 'overall' success of all the emails and landing pages within the track, so I think what I've done is correct. 'Clicked Link in Email' = All in Nurture Track = Nuture>clicked so even if they get sent 3 emails, but only click in 1 they'll sit in the 'clicked' status? Thanks Juli

Julz_James · ‎03-18-2015

Hi, I've set up an engagement program and I want to set up Program Statuses, but obviously multiple emails will be going oout, along with multiple landing pages etc. I want to be able to show leads progress through the various statuses, however, I'm worried that leads could jump back and forth through the statuses as the multple emails and landing pages are interacted with. Can anyone confirm if leads will go back and forth in an engagement program? Thanks Juli

Julz_James · ‎03-16-2015

Hi everyone, I've run the smart list counts against the segmentation counts and I get the following: Competitor: Segment - 285; Smart List - 285 Employee: Segment - 4656; Smart List - 4651 Partner: Segment - 30103; Smart List - 30091 Default: Segment - 172737; Smart List - 172695 And then I did a count for 'Segment is not' any of the above and have found 18823!! How do I get these leads into their correct segment? Thanks Juli

Julz_James · ‎03-12-2015

Hi, How would I add a segment NULL? I thought this is the Default segment, where all other data that doesn't fit into customer, competitor or employee goes?

Julz_James · ‎03-12-2015

Hi, There are no other segments set up. I have 3 lead paritions and I'm only talking about the International one. In this partition the 'Lead Database' states 226227 Leads. However in the segmentation I have set up (Partner, Competitor, Employee, Default) this only adds up to 207687. I would assume that both would read the same number as they are counting the same thing. Thanks Juli

Julz_James · ‎03-12-2015

Hi, I am trying to do some overall lead counts and the totals aren't adding up. I have set up some international segmentations and the total for these is: 207687 However, the International Lead Database says the count is: 226277 Can anyone explain the difference? Thanks Juli

Julz_James · ‎03-06-2015

Wow! Thanks for the response...glad its not just me having the problems then! I'll give that a go and see what what happens. Good old Excel! Thanks Juli

Julz_James · ‎03-06-2015

Hi there, I've got a set of data in my Marketo which is from France, so there are names with different characters etc in there. Most of these show up fine in Marketo (in the smart list I've created), however when I export these leads and open in Excel the special characters have all done awry. Can anyone help? Thanks Juli

Julz_James · ‎02-23-2015

Thanks guys...I'd tried that Josh, but both emails were still happening. I'm going to try Laura's option....such a simple resolution! Thank you!

Julz_James · ‎02-23-2015

Hi guys. I've set up a form which has the 'standard' form fields (like name, email, address etc). However at the bottom of this form I have a further 2 check boxes which are 'Contact me now' and 'I have a project'. Now depending on what they tick I want an auto responder to send - one per check box. This is the easy bit! The problem is, if the lead ticks both boxes they'll get 2 emails - how do I stop this happening? If they tick both boxes I want them to ONLY recieve the 'i have a project' follow up email. Can anyone help? Thanks Juli

Julz_James · ‎02-23-2015

Set up a smart list with 'Fills out form' as a trigger, and then set up your 'view' on the Leads to show all the fields in the form so when you download it'll download the fields filled in that are on the form.

Julz_James · ‎02-13-2015

Aweseome guys thanks! I thought it was but didn't think it would be so simple! Thanks again..have a great weekend. Juli

Julz_James · ‎02-13-2015

Have you checked in the Admin section in Marketo to check they're linked up in there also? There are some fields which can only be read from Marketo I believe too.

Julz_James · ‎02-13-2015

Hi Guys. I have just set up a landing page with a form for a white paper download, however I wanted to know if it's possible to track where the lead is coming to the landing page from - i.e. Twitter, LinkedIn etc? For example - I post a link to the LP on Twitter, LinkedIn, Facebook and send an email. How do I track how each lead is coming to the landing page? Thanks Juli

Julz_James · ‎02-03-2015

Hi, Thanks for the answers. All leads will be sitting in a Cloud nurture engagement program (via purchased data to start with and then via web visists and form fills) - so everyone no matter is SMB or Enterprise will be sat in the same program. What I want to then do is split the SMB's and Enterprises out when they fill in a form on a landing page, so that the below 250 employees go to one stream within the program, and the 250+ employees go to another stream within the program so they'll get targeted with other more relvant data, but all within the cloud nurture program. Does this make more sense? I think I will need to do a trigger and then a filter. Thanks

Julz_James · ‎02-03-2015

Hi there, I'm setting up some transition rules for an engagment program, but I want to know if I can set up the rule as follows: Transition 1 - SMB Email Delivered & (Filled out Form & Data value changed to 1-49, 50-149, 150-249) or Form not filled out Transition 2 - Enterprise Email Delivered & Filled out Form & Data value changed to 250-2499, 2500+ Essentially what I'm trying to do is split SMB and Enterprise leads into 2 different streams within an engagement program. However, I also need to make sure that anyone who didn't fill out the form still sits in the SMB track. Should I be doing this using all triggers, or just have 'email delivered' as the trigger and the rest as filters? Thank you!

Julz_James · ‎01-30-2015

Thanks everyone! The issue is because we sync across so many fields (most of which are not needed or used) some of the overwritiing in SFDC is causing issues. However the infromation about restricting what leads sync across to SFDC set up WS/LP is very useful. We have different criteria for MQL's between International Markets and American Markets, so at the moment everything in Marketo is being sync'd across and sitting in a Marketing Queue. In International we only want MQL's or certain Form Fills to trigger a sync. The workspaces and paritions are seperated so International leads only sit in the International Parition and Workspace.

Julz_James · ‎01-30-2015

Hi everyone, We have a number of workspaces and partitions in our edition of Marketo, and this maps through to SFDC. However, for some reason we have a large number of SFDC fields (400+) syncing across. What I wanted to know was - can we pick and chose what syncs across by workspace/partition? Or am I able to have a full sync on one workspace/parition and then have a rule set so only MQL's are sync'd across in another workspace/parition? Any help would be much appreciated 🙂 Thanks Juli

Julz_James · ‎01-14-2015

Is there any updates on this issue? I'm having exactly the same problem. I'm trying to score 'download' links that are clicked and its saying the URL's that the links exist on aren't valid. Thanks

Julz_James · ‎12-18-2014

Thanks, I've done all that now, for some reason I think I added two older lists, and I couldn't figure out how to remove the unwanted data...simple answer...remove and restart! Thanks Juli

Julz_James · ‎12-18-2014

I've used Company Name contains, but I thnk because there are different variations of the names it is missing some of them. I've tried shortening some of the company names i'm trying to exclude to see if it will pick up the missing names. Thanks for your help everyone 🙂

Julz_James · ‎12-18-2014

I've done the 'Not In Program' bit and removed everyone, now I need to add some of that data back in - do I just do this using the Smart Campaign? Thanks

Julz_James · ‎12-18-2014

Hi, I'm trying to create a smart list that excludes a number of companies - I am using the 'Company Name' and 'Inferred Company' filters in the smart list, however when I then look at my leads all of these 'excluded companies' are in the list. In my list the field title in Company, not Company Name, but there is no 'Company' in the filter selection in the Smart List set up...can anyone help please??? Thanks Juli

Julz_James · ‎12-18-2014

Hi there, I'm hoping you guys can help! I've added a number of leads of an engagement stream and there was some eroneous data in the list I added (via a smart campaign) - I've now removed that data from the smart campaign so when I re-run the 'add to nurture program' i thought it would remove the data that is no longer in the smart list, but it hasn't. I've also tried a 'remove from engagement program' for the bad data but when I go look at the members of the nurture stream even thought the smart campaign to remove the leads says its been successful, the members of the program still shows the 'bad data' as waiting to send... Can anyone help me? Thanks Juli

Julz_James · ‎12-09-2014

I hope you guys don't mind me adding a question on to this - if I want to use a form on Multiple Non-Marketo Landing Pages, am I able to use a hidden field to track what page the form was filled out on? If so, how would I do this?

Julz_James · ‎11-14-2014

Hi, I'm trying to view the reason the emails bounced in a certain campaign. Is this possible in bulk rather than having to check each email? Thanks Juli

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Date Registered	‎10-27-2014 04:57 AM
Date Last Visited	yesterday
Total Messages Posted	475
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