Rachel_Noble

Rachel_Noble

Contact Me
Online Status
Offline
Date Last Visited
‎05-02-2025 12:20 PM
Level 10 - Champion Alumni
Joined the community 01-09-2015
Rank Icon Level 10 - Champion Alumni
Founder | Principal Consultant
Portland, OR Metro
  • Re: Smart List - Does lead already exist as a Lead/Contact in Salesfor...

    Try looking for Original Source Type = salesforce.com. That shows all therecords that were created in SFDC and then synced to Marketo. Hopefullythat is closer to what you were looking for!On Mon, Mar 25, 2019 at 11:12 AM Tyler Mosher

    image_type
    Discussions
    3617 1 2
  • Re: Revenue Explorer include / exclude master list as a filter

    It might be worth putting together some dashboards and utilizing Prompts so that you can simply select the lists you want. You can set the default selections in the dashboard, so you only have to change your include/exclude logic right in the dash, and it will let you change up to 9 at a time.For ch...

    image_type
    Discussions
    1816 0 0
  • Re: Smart List - Does lead already exist as a Lead/Contact in Salesfor...

    Are you looking to pull a list of all records synced to SFDC, or determine if a specific record is synced?In a smart list, there are a few ways to do this, but you can use the filter SFDC Type is not empty to pull a list of everyone who's been synced. Might be worth adding SFDC Is Deleted = FALSE as...

    image_type
    Discussions
    3617 0 4
  • solved badge Re: Use Smart Campaign to Edit Record

    Do you need the data itself changed, or are you just changing the link to put it in an email? If you're just using it in an email you can do it with velocityhttp://developers.marketo.com/email-scripting/ Otherwise you may want to look into a webhook or see if Qualtrics has an easy way to send the li...

    image_type
    Discussions
    3177 1 5
  • solved badge Re: Editing HTML in individual email

    Are you trying to keep an existing Marketo template and add Movable Ink HTML inside of it? If so, just add a richtext module and edit the HTML of that module instead.

    image_type
    Discussions
    1789 2 0
  • Re: How to deep-dive in Webhook?

    Hi! Do you have a particular platform or script you are trying to call using a webhook? If you don't mind sharing what it is, we might be able to provide some more specific documentation or background!

    image_type
    Discussions
    2016 0 0
  • Re: Confusing Action in Activity Log + Smart Campaign

    It does seem weird to me that there is a smart campaign referenced for the change, but then Marketo calls out SFDC as the reason it changed. I might reach out to support to see if they can nail down which place it originated from, and that would help narrow it down quite a bit!

    image_type
    Discussions
    3062 0 0
  • Re: Error Loading Report

    Could be too many nested smart lists or too complicated logic. Has this report worked in the past?

    image_type
    Discussions
    1433 0 0
  • Re: Confusing Action in Activity Log + Smart Campaign

    Quick check (you've probably already checked for this) - you don't have any other campaigns named Lead Source --> Web Direct do you? If you search for that record in the Database the campaign that updates it should be clickable in the activity log.

    image_type
    Discussions
    3062 0 2
  • Re: Unsubscribe for 90 days

    Love this approach - and especially that it's using a different field than the native Unsubscribe. You could even us Marketing Suspended if you want to use a system-level field. It keeps things cleaner.

    image_type
    Discussions
    4191 1 0

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Contributor2 Contributor2 Earned on 4.21.21 Earned by 93 people Select to learn more
  • Prowess Prowess Earned on 2.22.21 Earned by 7 people Select to learn more
  •  Artisan Artisan Earned on 2.22.21 Earned by 7 people Select to learn more
  • Cultivator Cultivator Earned on 2.16.21 Earned by 36 people Select to learn more
  • Coach Coach Earned on 2.16.21 Earned by 91 people Select to learn more
  • Bedrock Bedrock Earned on 2.16.21 Earned by 82 people Select to learn more
  • Contributor Contributor Earned on 2.16.21 Earned by 280 people Select to learn more
  • Seeker Seeker Earned on 2.16.21 Earned by 681 people Select to learn more
Public Statistics
Date Registered ‎09-01-2015 07:31 AM
Date Last Visited ‎05-02-2025 12:20 PM
Total Messages Posted 356
Likes Received 287