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: Lead Scoring: How to Add Demographic & Behavioral Together

    I have used a webhook in the past (from Hoosh, they have a free Excel Formula webhook you can use!) and it adds the two fields together whenever either value is changed. Let me know if you want more info!

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  • Re: Trigger Token off 'Fills Out Form' to Populate Program Name?

    If you have a Filled Out Form program status, you could trigger off Program Status Changes, New Status = Filled Out Form. Then {{trigger.Name}} should work.What field are you trying to populate? Are you trying to populate it at a global level?

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    2552 0 0
  • Re: Possible to automate an email to go out exactly X days after an ac...

    Two ways:1) Smart list filter looks at "today" and the flow has a wait step of 20 days before sending the email2) (Preferred method) Use 2 filters: In Past Before 20 Days, In Past 21 Days

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    Discussions
    5072 3 5
  • Re: Smartlist won't "uncache"

    A few options:Try creating a new view to force the refreshClone the smart list and use the cloned versionTry removing a filter, loading the smart list, and then adding the filter back inHopefully one of these will help!

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  • Re: How to show a Lead URL

    Try this:Create a new email in Marketo (you'll delete it so don't worry about the template or anything). Edit the body of the email, and click Insert Token {...} in the top right of the text editor. If you type "SFDC" it will show you all the fields with SFDC in the name, so find the one that has a ...

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    Discussions
    3028 0 5
  • Re: How to show a Lead URL

    {{lead.SFDC Id}}

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    3695 0 17
  • From Nurture to Negotiation: Intelligent ABM in 2018

    Miss my session at Summit? Here's a recap of my 7 steps to launching your first Account-Based Marketing strategy.Account-Based Marketing is here to stay. In the digital age, it’s easy to get bogged down in the hustle and bustle of the MarTech capabilities and lose sight of what really matters: engag...

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    Blogs
    1568 1 0
  • Re: Cloned program exists, but doesn't appear in Marketing Activities

    I've seen this happen a few times. Try logging out and logging back in - it seems silly, but it has worked for me 9 times out of 10. If that doesn't work, I'd contact support.

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    3476 0 1
  • Re: Segmentations inside segmentations

    If it's something you'll reference other places (SFDC, RCE, etc) you could also create a field for the segment (e.g. Industry Segment where the value is populated by the name of the segmentation), and create a campaign that populates the field based on segment membership.You can also reference stati...

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    Discussions
    1894 2 0
  • Re: Events held by Distributors and the People that Attended

    It all depends on if/how you want to report on this. A couple questions to consider:Does sales care about leads who attended/visited booth at distributors' events? This question impacts both interesting moments and lead scoring.Does marketing care? Will you market to these people differently having ...

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    1587 0 0

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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