Parfitt_David

Parfitt_David
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Date Last Visited
‎11-30-2022 02:24 PM
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Joined the community 19-01-2017
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Marketing Operations Manager and Sales Dev Team Manager
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  • Re: Marketo Form Fill Pushes as an Activity Record in SFDC - How to Cu...
    by Parfitt_David name dot 09-01-2020

    Thanks Sanford! As far as the timing issue is concerned, could I work around that by adding a waitstep before the task is created? That way, the form fields have time to update with the newest values so that when the task is created, and tokens are used, they should be picking up the updated values?

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    3181 0 1
  • Marketo Form Fill Pushes as an Activity Record in SFDC - How to Custom...
    by Parfitt_David name dot 08-31-2020 quickview

    When someone fills out a form in Marketo, when it syncs over to Salesforce, an "Activity" is created on the record as a "Task". If John Smith fills out a form, Marketo pushes that activity to SFDC and logs the activity called "Filled Out Form: Website where Form was filled".In John Smith's SFDC rec...

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    Discussions
    3216 0 3
  • Revenue Explorer Lead Analysis Report - Need Help
    by Parfitt_David name dot 05-28-2020 quickview

    Hi EveryoneIn Revenue Explorer, specifically under the "Lead Analysis" Report type, I have a measure called "Number of Leads (Converted to Opportunity)": Does anyone know the definition of this measure? Is it:Leads in SFDC that were directly converted from Lead Object to Opportunity Object? (I'm do...

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    Discussions
    7442 0 2
  • Anyone using a Scheduling Tool for Forms?
    by Parfitt_David name dot 08-27-2019 quickview

    Hi everyone,For upcoming trade shows, we typically attempt to drive people to either our events web page, or to an event Marketo LP where we list a particular trade show we will exhibit at. Our goal is to fill up our sales teams' schedules with meetings, so we ask prospects if they would like to sch...

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    Discussions
    5463 0 7
  • Collecting Country and State Data on a Lead or Contact
    by Parfitt_David name dot 02-26-2019 quickview

    Hi everyone,This might be a silly question but I've been pondering it lately nonetheless. My question is around our FORMS and asking for Country, City, and State. Here's my question upfront: When a Lead or Contact is filling out a form, and we require "Country" as a required field, do we want to k...

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    Discussions
    1662 0 1
    Marketing: Marketing Operations (MOPS) & Data
  • Re: GDPR - Island Territories of EU Countries
    by Parfitt_David name dot 01-28-2019

    Eric- Thank you kindly for the incredibly quick response I agree with you, and will err on the side of caution. Out of curiosity, do you know of a master list of EU countries with territories listed? I guess I can go through the EU list and look up each country for their territories, but I'm wonder...

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    Discussions
    6865 0 1
  • GDPR - Island Territories of EU Countries
    by Parfitt_David name dot 01-28-2019 quickview

    Our GDPR process manages the people who are residents of the countries of the EU but my concern is we are not covering the territories/islands/lands which belong to said EU countries. Should Islands/Territories/Lands of these EU countries follow the same GDPR process as the mother country?Is there a...

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    Discussions
    7326 2 8
    Marketing: Marketing Operations (MOPS) & Data Products
  • Re: What Operator to use for Country Normalization Campaigns
    by Parfitt_David name dot 11-27-2018

    Thank you for the quick reply! I think I will go with "IS" and just continue to add to the scenarios.-Dave

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    Discussions
    3727 1 0
  • What Operator to use for Country Normalization Campaigns
    by Parfitt_David name dot 11-27-2018 quickview

    Hi EveryoneI am going through all of the (inherited) country normalization campaigns in my instance, and some of them use CONTAINS or IS. Here's an example:One campaign has USA Normalization - "Country IS USA" Change to United StatesAnother example is "Country CONTAINS United States of America" cha...

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    Discussions
    3869 0 7
  • solved badge Is the Marketing Suspended Field Timed?
    by Parfitt_David name dot 06-22-2018 quickview

    I've been reading a lot of posts about the purpose of the Marketing Suspended field, but still have a specific question. If a person becomes Marketing Suspended, is there a time constraint by default? Will Marketo automatically un-suspend them after a certain amount of time? Or, do we have to manual...

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    Discussions
    3407 1 2
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Date Registered ‎01-19-2017 07:22 AM
Date Last Visited ‎11-30-2022 02:24 PM
Total Messages Posted 36
Likes Received 7
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