Robb_Barrett

Re: Index Custom Fields in Marketo

by Robb_Barrett 11-28-2016

I upvoted your idea, I was just trying to show an example. You can add someone to a list based on a trigger like a form fillout, it's not ALL batch or manual. There are definitely easy ways to solve for your issue now, but one of the things you mentioned is boolean fields, which really don't need i...

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Re: Index Custom Fields in Marketo

by Robb_Barrett 11-28-2016

Using Static Lists instead of custom fields is a very fast alternative approach.Big Marketo, Pt 2: Use static lists instead of creating fields

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Make the Activity Log queryable, exportable and analyzable

by Robb_Barrett 11-23-2016

I'd like to see the Activity Log information be able to be quereyed, analyzed, exported, etc for true multi-attribution modeling. I would like to be able to use the Activity Log to backtrack and see changes in lead behavior using analysis tools more comprehensive than RCE, along with enriching / ove...

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2184 9 3
Re: Schedule / Approve Imports before they kick off

by Robb_Barrett 11-20-2016

We're working on that, but that's probably an expensive solution for SMBs that don't have developers. It should just be included.A few weeks ago, someone on our team imported a list with a bunch of blank records. She didn't know they were in the CSV. It ended up creating over a million blank record...

Ideas

2669 1 1
Re: Provide a mechanism to prevent import of incorrect field values

by Robb_Barrett 11-16-2016

Different english spellings alone have been killing me for months now. The non-American English oe and ae characters are popping up as are accent marks and non-American English characters. A project that was supposed to be delivered months ago has been delayed as we try to get consensus on product...

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2318 0 0
Re: Provide a mechanism to prevent import of incorrect field values

by Robb_Barrett 11-16-2016

A big problem for us comes with country code matching. We're a global company but the centralized team is U.S. based which gives everything a U.S. bias. With this, even US, not E.U. as my Latino friends might say, causes an issue when we import leads into a list with a country name, which drives a...

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2318 0 1
Re: Provide a mechanism to prevent import of incorrect field values

by Robb_Barrett 11-16-2016

Looks like we both had the same idea.

Ideas

2318 0 0
Schedule / Approve Imports before they kick off

by Robb_Barrett 11-15-2016

I think the import process should be reviewed. Working for a global company, there is no night time, no midnight. When someone imports a large list of leads in Africa or India it kills mid-day productivity in the U.S. and vice-versa. This may be "Big company problems" but for us it's a nightmare....

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"Ends With" as a Choice / Filter option to match visibility rules

by Robb_Barrett 11-15-2016

Something I realized today: I can use "Ends With" as a Visibility Rule filter but not as a constraint or choice filter. This causes issues.For example, if I want to hide Canadian people from seeing a form option, I can set a visibility rule for "Ends With .ca" but I can't make a smart list for "End...

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2449 26 3
Re: Add Form ID Column to Form Listing in Design Studio

by Robb_Barrett 10-25-2016

Form ID in the form name rules. Makes it easy to find exactly which form you're looking for.

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1665 0 0