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We are planning to do an integration of Marketo form with a calendar app. On schedule a meeting page, basis the location of the user, we want to create a meeting in the calendar of the corresponding sales rep. Has anyone ever done similar integration? Currently, we are exploring vCita, Calendly.
As Josh mentioned, you can not use Acquisition Program is a system field. You can select Data Value Changed with Acquisition Date, and in a separate filter of Acquisition Program, select the program is which the leads were wrongly added.
Tara Rowe A token from GoToMeeting is a program level token. It would not render in your test emails. It would work only when you register for the webinar, your program status changes and then the confirmation email goes out via Marketo campaign. I would recommend creating an actual lead and testing...
Melissa ClaveriaDrop a line at info@grazitti.com. We have a free, ready to use and well tested master email template created using Email Editor 2.0. We will send you the zip file along with installation details.
Rob CrossleySee inline...Is the entry in the Activity Log for that Lead deleted?No. I believe you discovered this yourself as well. Nothing would be deleted from the activity log.How is the Activity Log affected?Like you mentioned, the link of the smart campaign which logged all the edits will not b...
I created monthly Email performance Reports in Revenue Explorer. However, when I create a similar report in Analytics using a standard Email Performance Report, there is a small difference in the numbers. The different is not very big but can not be ignored. Any idea why this might be happening?
Tara RoweTry updating 'Refresh from Webinar Provider' under 'Event Actions' at the program level. Also, something I would recommend for the future programs:- Create a smart campaign which triggers when the registration form is filled. In the flow, just have Change Program Status = Registered. Do NOT...
Marketo filters allow you to select the constraint for Is Task in the 'Activity is Updated' filter. I discussed this with our SFDC Admin and he recommended a work around. When a task gets completed in Salesforce, the subject of the task will be updated and we will include 'Completed' in the subject ...
Aubrey MorganFrom what you have mentioned, looks like there are campaigns running in a daisy chain series. We have run into issues like these in the past, and I am not sure if MKTO support will be able to help you much. The best way is to break down your batch campaigns into smaller segments and run...
Josh, do we have the option to pause the cadence for a lead in an engagement program at stream level? I believe teh cadence will be paused for the entire program. However, it would be a good idea to move the leads from Stream 1 to Stream 2, and then when required, trigger them to move back to Stream...