David_Eldred

David_Eldred · ‎01-29-2019

So far with our Marketo implementation, we've used the Marketo templates to design our emails. But I've begun reading more about the next generation of Interactive Emails, where recipients can engage with the content directly within the email. Does Marketo support this? The link below is from Litmus's Email solution. I'm not advocating for use of Litmus but would love to hear that adding Interactive Email content is on the roadmap for Marketo. Anyone know more about this? LINK: Interactive Email’s Opportunities and Challenges – Litmus Software, Inc.

David_Eldred · ‎09-19-2018

Thanks for the great suggestions! We do have a CRM, but it's not SalesForce. So our data is powered by a Custom DB where the Lead Score fields live. Sounds like the (obvious 🙂 ) suggestions by Sanford to increment the Aggregate at the same time we increment the Product Lead Score is the easiest way to go. Thanks again!

David_Eldred · ‎09-19-2018

We have a multi-model Lead Score implementation. One Product Interest Lead Score field for each of nine different Product types. I am trying to figure out how to automatically sum all of the Product Interest Lead Scores for each record in one Aggregate Lead Score field. The intention would be that any time one of the Product Interest Lead Scores is changed (incremented higher), that would trigger an update of the Aggregate Lead Score field. The reason? We want to rank our daily Leads based on the Total Engagement each lead has with our nine Products. Is this even possible?

David_Eldred · ‎05-03-2018

Yes, I agree: storing such information online is fraught with issues. But when connected, sensitive info isn't what is passed. In banking, credit history is used to identify who may qualify for a particular loan. So it's really just a filter at the credit bureau itself and the only thing passed to Marketo is the name. From a legal standpoint, also not an issue, as regulation already exists in how such data may be used. The question isn't should it be done, the question is: does Marketo have an integration partner with any of the credit bureau to enable automating the filtering and passing of customer names who qualify for an offer? I can't find any listed within the Launchpoint portal, but I have to admit, Launchpoint is not intuitive -- so I thought I'd ask the community.

David_Eldred · ‎05-03-2018

Has anyone connected to the Credit Bureau like Experian, Equifax, Trans Union, to feed credit history data into Marketo for use in automating pre-approved offers of credit? Does Marketo have any integration partnerships with any of the credit bureaus?

David_Eldred · ‎01-18-2018

Hi Jennifer: We are in what sounds like a similar situation. Our CRM is not the DB of record (it's not Salesforce), so we upload a custom DB to Marketo and wish to use a multi-model Lead Scoring solution to track engagement across 12 different product lines. I am curious what solution you settled upon? I have attached an image of the nurturing journey we have in mind and am curious how closely this may be to your vision for nurturing prospects along the path toward a specific product line?

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Does Marketo support Interactive Email?

Re: How to sum Lead Scores in one aggregate score ...

How to sum Lead Scores in one aggregate score fiel...

Re: credit bureau integrations with Marketo?

credit bureau integrations with Marketo?

Re: Managing the lead life cycle with multiple pro...