Rachel_Noble

Rachel_Noble

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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: Marketo History

    Not sure if it's available in the UI, but if you contact support they should be able to pull this information for you.

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  • Re: Form Results - Reporting

    Awesome, glad to hear it!

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  • Re: Form Results - Reporting

    Gotcha. It would take a bit more digging to figure out why the report is throwing errors. Do any of the smart lists or campaigns show errors?What you can do in this report, however, is go to the Setup tab and Group By email address instead. This will give you a complete list of leads who filled out ...

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    4531 1 4
  • Re: Ensuring Leads are only in One Engagement Program

    It's true that segmentation won't prevent leads from being in multiple engagement programs. However, since segmentations are mutually exclusive, here's what I would recommend (we do something very similar, it works well) :Create 'Nurture' segmentation with each of your scenarios listedCreate a "Tr...

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    2671 3 0
  • Re: Smart Campaign Trigger not working

    Instead of Link, can you use Web Page and find it there?

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  • Re: Smart Campaign Trigger not working

    Alok has it - we've had this same problem. If you paste the URL directly into the Web Page constraint it won't work.

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  • Re: Form Results - Reporting

    I didn't test this so my apologies if it doesn't work but...It seems like you could make a (Lead) Performance Report with the Smart List requiring them to be in that campaign (or program, however you have it set up). Then, create a separate smart list for each of the distinct landing page/forms you ...

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    4530 2 1
  • Re: Finding and Removing Duplicates

    Do you know what caused the duplicates? Was the original list uploaded without email addresses? Or was it due to the import?

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    3437 0 1
  • solved badge Re: Remove a specific lead from an engagement program stream

    Search for the lead in the Lead Database. Select this lead, then click on Person Actions>Programs. You have two options:-Change Engagement Program Cadence, [select engagement program] new cadence = paused-Change Program Status, [select engagement program] new status = not in program

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    1736 0 1
  • solved badge Re: Record update during import, but not add new lead

    Definitely a bummer. If you come up with a better way please let me know! Would love to avoid that here too

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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