Jeff_Smith3

Level 7

Joined the community 28-01-2015

Level 7

Senior Manager, Marketing Operations

SLC, UT

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Re: Is Excel a Must with Marketo?

by Jeff_Smith3 01-03-2020

That's good to know. What would happen if I wanted to export program membership, but didn't have Excel access?

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2467 0 1
Is Excel a Must with Marketo?

by Jeff_Smith3 01-03-2020

I've always been an Excel user and have preferred it over Google Sheets in terms of usability. However, would a Google shop be able to use Marketo without Excel? When you hover over the Export button when looking at program members, it says "Export to Excel", so I'm assuming the answer is: Yes, in o...

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2559 0 3
Re: What are the permissions for "Sales Users"?

by Jeff_Smith3 12-27-2019

Hi Anna,This is for access to Account Insight, for those who have ABM.Invite Users to Access Account Insight - Marketo Docs - Product Documentation

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1955 0 0
Mapping Fields from Zoom (webinar) to Marketo

by Jeff_Smith3 07-26-2019

I've gone through this doc https://nation.marketo.com/message/207605-how-to-integrate-zoom-with-marketo and have successfully set up the integration between Marketo and Zoom to pass registrant and attendee information back and forth. I'm now trying to figure out how to pass Q&A and poll responses ba...

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2693 0 2
Re: Map lead owner to another field

by Jeff_Smith3 06-27-2019

Thank you! Looks like we might need to look for another solution to what we're after.

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1140 0 0
Re: Map lead owner to another field

by Jeff_Smith3 06-27-2019

Last response to this, I promise. I really appreciate your help!The thought was when the Marketo assignment rules assign the owner and push that over, it would also assign that person in the custom “Marketo Owner” field. When Marketo performs the Change Owner update, is it not actually pushing a nam...

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5674 0 2
Re: Map lead owner to another field

by Jeff_Smith3 06-26-2019

One follow up question if you don't mind. I'm finding that I get a sync error with my tests because the Marketo Owner field was set up in SFDC as a lookup field to the user. When I asked our admin why it was set up that way instead of as a text field, she said, "I have to have it as a lookup so I ca...

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5674 0 4
Re: Map lead owner to another field

by Jeff_Smith3 06-25-2019

So the trigger would be Owner Changes (Owner name is not empty), and the flow would be Change Data Value (Attribute: Marketo Owner, New Value: {{lead.Lead Owner First Name}} {{lead.Lead Owner Last Name}}). Is that how you'd do that? Hmm...maybe I was overthinking the need to have owner map to the cu...

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Map lead owner to another field

by Jeff_Smith3 06-25-2019

We'd like to map the owner upon assignment to a custom field. For example, when a new lead is created, the routing rules are requested, and Sally Jones is assigned the owner of the new record, we'd like Sally Jones to be the value populated on another field called "Marketo Owner" so that it lives in...

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5845 0 10
Progressive Profiling Since the Form Pre-fill Change

by Jeff_Smith3 05-10-2019

With the recent change the end of last month to how form pre-fill operates--namely that pre-fill only works if someone comes to a form from the tracking link of an email--I'm told that this doesn't affect progressive profiling functionality. I know progressive profiling doesn't need pre-fill to work...

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