About Kimi_Heskett1

Kimi_Heskett1 · ‎12-12-2013

https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016beeEAA - you can't find it by searching on the appexchange.

Kimi_Heskett1 · ‎12-12-2013

Go here, and look for type = classroom. http://community.marketo.com/MarketoCourses Also be sure to find your local user group! http://pages2.marketo.com/UserGroupSignUp.html

Kimi_Heskett1 · ‎12-11-2013

Hi folks, we're trying to set up a new twitter card with marketo integration. Our first one we had people opt in and sent a follow up email with the content. This time we'd like to gather their info and send them to a marketo landing page instead of sending a follow up email. Is this possible? Or do you have to use the form submit button like this?

Kimi_Heskett1 · ‎12-10-2013

Here's how we do it, using a channel and status:

Kimi_Heskett1 · ‎12-10-2013

Echoing Jeff... sorry, nope. 😞

Kimi_Heskett1 · ‎12-10-2013

I run into this sometimes too, I just figured the link changed and I usually ask support for access to it wherever it lives now.

Kimi_Heskett1 · ‎12-10-2013

I think you can only batch that behavior once in that fashion. You could build smart lists and say has visit 1 page, run flow + 10 pts., has visited 2 pages, run flow another +10, etc etc etc.

Kimi_Heskett1 · ‎12-10-2013

Just refresh! 🙂 And be patient... 🙂

Kimi_Heskett1 · ‎12-10-2013

Agree with Jeff, just need to put in a Marketo support case.

Kimi_Heskett1 · ‎12-09-2013

Congrats again on the new gig, Adam! Missed ya!

Kimi_Heskett1 · ‎12-09-2013

Nice Asset.

Kimi_Heskett1 · ‎11-25-2013

Do you treat leads as people or as a pre-cursor to an opportunity? I'm assuming most of you treat them as people (since that is how MKTO and SFDC are set up). How do you address things like add-ons, etc? Also, if you treat leads as people how do you deal with contacts in SFDC that you want to nurture as a lead as it is related to lead queues (since leads can't be in a lead queue)? We are using InsideSales to help with this, but now have run into the issue there is no changing of a contact status to drop them out of a calling list.

Kimi_Heskett1 · ‎11-25-2013

Any update on this? It's a bummer to see our seats go unused as the sales team upgrades to 2013.

Kimi_Heskett1 · ‎11-15-2013

Hi Terri, HSIDB is our workflow tool which is actually a product our company develops that we use internally.

Kimi_Heskett1 · ‎11-04-2013

yay for you. yes. i'm a little jealous.

Kimi_Heskett1 · ‎11-01-2013

We utilize SFDC campaigns. Every nurture campaign has a corresponding SFDC campaign. Anyone in SFDC in that nurture campaign is tagged with that SFDC campaign. If someone syncs to SFDC later on we have a back end workflow that will add tha appropiate SFDC campaigns to their history.

Kimi_Heskett1 · ‎10-28-2013

I'm in! 🙂

Kimi_Heskett1 · ‎10-15-2013

We recently changed the values for our Country and State picklists in SFDC. We are working to update all the values but in the meantime folks are failing to sync because of a filed integrity issue on these fields. What filter would you use to pull a smart list of anyone who failed to sync because of these?

Kimi_Heskett1 · ‎10-09-2013

To have it go out continually each year I would build a flow with several send email/wait send email/wait steps. I would also have slightly different emails for each years emails. Personally I would use the wait until and day of the week wait step so that they receive it on a business day but that might not be appropriate or matter to you. Someone might have a better solution than that though. ------- As far as folks whose 'go live' field is already populated you could run a mass update of the 'go live' date to the same go live date using tokens I'd think... while having a trigger listening for 'data value changed' with no constraints just to run while you run this update.

Kimi_Heskett1 · ‎10-09-2013

We created a channel for these.

Kimi_Heskett1 · ‎10-09-2013

You should look into workspaces for something like this. http://community.marketo.com/MarketoDeepDive?id=kA5500000008QMtCAM

Kimi_Heskett1 · ‎10-09-2013

For trigger on that try using Data Value Changes and use value of Go Live and new value is not empty.

Kimi_Heskett1 · ‎10-09-2013

Raj, I considered that... but then would you reccomend running a smart campaign to split the name into the first and last name fields?

Kimi_Heskett1 · ‎10-07-2013

We are setting up our first twitter card test. The instructions say to use 'Full Name' on the form you build for this, but 'Full Name' is not a field you can use on forms. Any guidance here?

Kimi_Heskett1 · ‎10-01-2013

I'd email lcourter@marketo.com for help. 🙂

Kimi_Heskett1 · ‎10-01-2013

Thanks Erik, I submitted a support case right before I posted here. The issue is still ongoing. Going to become an issue for me when I need to use that filter this afternoon.

Kimi_Heskett1 · ‎10-01-2013

Anyone else having this issue?? No statuses to choose from? They should still be there.

Kimi_Heskett1 · ‎09-18-2013

Currently our calling team is calling on leads – obviously. They also call on contacts that are really leads. But since they are already a contact in SFDC they can’t be a lead or in a lead queue. We are remedying this calling list by using both tasks and/or insidesales. It was brought up to possible create leads on everything, even if they are already a contact. That lead is then either disqualified or qualified and then the opp is attached to the contact that was already in the system. We feel that we are missing out on excellent marketing reporting by not being able to report on the lifecycle of the ‘leads’ (that are already contacts). Do anyone do this? Intentionally create duplicates? If so, tell me more!

Kimi_Heskett1 · ‎09-17-2013

Great topic! We do a combination of these usually. On our form page we may say it will be emailed to you which we do but it's also offered on the TY page.

Kimi_Heskett1 · ‎09-10-2013

I'd just view a smart list of anyone whose lead score is not empty and add lead score as a column on the view, then export and sort by score.

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