KaitlynNelson1

Hi there,    Wondering any recommendation for using tag values vs channels. Our team is asking to do a makeover on our tags section and they have campaign types with subtypes (as shown on the screenshot).    Should I create new channels for each subtype and asset type, or just tag values?  ... View more

Hi all,    Hoping to get some help with some retroactive scoring. I got this request recently:    I was doing some research to look at engagements of people created within the last 2 month from Content Syndication. When looking at some of the values, there were some red flags that should be investigated.   Issues to look into:   - Behavior score of 10 is missing for many of these. Many of these have nothing in the field and they should automatically be given to all CS people as they filled out a form (logic added in December).   - All of our CS people will have industry and company data. Many of these people should have demographic points.   - Some CS people do not have Consent Country, and all of these lists will have a country field provided when inputted.   The most pressing issue at the moment is: Some people might have had more than 1 engagement of 10 points since they entered, so I can't do a batch fix for this since everyone would have a different score. There are so many people with different interactions that I'm not sure how to go about this or even how to pull a report of it so I can then put groups into batches depending on how many points they should get.  If I could figure out how to pull a report that easily told me how many engagements they should have been scored I think I could come up with a fairly simple solution. For example, if I found 45 people who had 3 engagements that never received 10 points for, I could then create a batch fix campaign that gave them all 30points.   I hope I am making sense! I know this is a lot of info and a lot of problems to hit. I really appreciate any help!!        ... View more

I realize this is more about SFDC but wondering if anyone has experienced this issue:    We are going through the process of changing the names of some status in channels. For example: Channel- content syndication original status name- engaged then changed the name to - downloaded.    We ran a test in Marketo and saw that the status' were updating in Marketo, but not in Salesforce. A colleague of mine ran a campaign specifically asking to sync to SFDC and it still didn't change. Is there a work around for this that doesn't involve us going into each program and running batch fixes? ... View more