Robb_Barrett

Robb_Barrett

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Date Last Visited
‎11-26-2023 11:21 PM
Level 10
Joined the community 07-01-2014
Rank Icon Level 10
Sr Business Consultant
Tampa, FL
  • Schedule / Approve Imports before they kick off

    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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    3234 13 6
  • "Ends With" as a Choice / Filter option to match visibility rules

    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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    2813 26 3
  • Re: Add Form ID Column to Form Listing in Design Studio

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

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    2044 0 0
  • Re: Have any of you ever created an "Efficiency Metric" in your use of...

    We just put together a dashboard showing Marketing Influenced and Marketing Sourced opportunities to show the value Marketing has on the overall funnel. Marketing Sourced = a lead generated by Marketing. Marketing Influenced means a lead generated by sales but touched by Marketing.

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  • solved badge Re: "Lead is Created" trigger - best practices on when to use

    Remember that Marketo sees these as separate transactions.Let's say you have a SC with three triggers: Lead is Created, Fills Out Form, Data Value Changes. In actuality, this COULD trigger three times (if the DVC is in a flow step.) I like "Fills Out Form" because it gives the record a couple of s...

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    6009 1 0
  • solved badge Re: How do Communication Limits Handle Duplicates?

    Marketo claims that a smart list will never send an email to the same address twice at the same batch unless you have custom dupe rules.

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    4320 0 0
  • Re: Changing out text using Email Script

    Two emails is the easiest, most secure way. If you want a script you're adding a token. Just make a clone of the email.As a Best Practice, if this is a truly email only campaign you're best off creating two different campaigns. I know that seems all sorts of complicated but you're sending a differe...

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    1790 0 1
  • Re: Discrepancy between email opens in report vs. smart list

    Diane Schmid wrote:However, when I run a smart list using the opened email filter, I get a lead count of 3,190. So is the 3,190 the unique opens where the 3,238 is the total opens? And if so, is there an easier way to arrive at the unique opens besides running a smart list? BTW, Opens is Total Opens...

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  • Re: Add Form ID Column to Form Listing in Design Studio

    Save all your forms in the Design StudioPut the form number in its name

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    2044 0 0
  • Re: Mass Updating Company Information Fields

    My advice: create a smart list to identify the leads using company name and email domain. You will probably need to tweak the criteria a few times as you'll find companies that use multiple email domains and company names that are spelled differently. Export that list, make a copy of the file, then ...

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    2015 0 0

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Public Statistics
Date Registered ‎01-07-2014 09:57 AM
Date Last Visited ‎11-26-2023 11:21 PM
Total Messages Posted 925
Likes Received 1014