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Thank you very much for these steps. These are great! About data governance policy, is there anything specific to Marketo that was developed or someone has shared insights into? Thanks
Thank you. In the smart campaign, how can I set up a condition for not changing the source of these leads which are from CRM. This is specially when I'm importing leads. If I'm importing leads for a seminar, I have the the lead source set for those leads related to the seminar but I want the CRM lea...
I need to create a smart list to look for records originating from CRM. I'm having a little difficulty putting this together. Kindly help. Thanks.
I'm working on a long term, sustainable data management plan for our Marketo instance. I thought I saw an article/post here on this topic, but I cannot find it anymore. Perhaps I'm being delusional? Anyway, I'm looking to put something in place, like a quarterly or half-yearly plan that will allow m...
Hello! We are building an exclusion list with all competitor email domains. This list will filter out all competitor leads entering our database both via form fills for download forms and lead imports. I want to however make sure the leads coming via contact us forms on the website are not filtered ...
Thank you for your response. I concur with the approach you've recommended. Additionally, do you advise that leads not yet meeting the MQL criteria due to an insufficient score should also be assigned to the generic user in both Marketo and SF? Thanks for your input.
I apologize for the initial lack of clarity in my question. I'm seeking clarification on the use of a generic user in Marketo and SF. This pertains not only to recycled leads but also to any leads that have not yet reached the MQL status and are unassigned to specific sales teams. Should assigning t...
Hello! We are trying to set up a lead lifecycle within Marketo. On a high level, the leads that are not MQL'd will remain in a recycle bucket and owned by the Marketing team. What is the best practice in terms of who these leads should be assigned to in Marketo & in Salesforce? Thanks
I'm looking for some best practices/tools for normalizing the data coming into webforms and through imports into Marketo. Apologies if this info is already available somewhere. Thanks.
Thank you.Are there any templates available (worksheets) for campaign/program framework?Is there any problem in using underscores in the program names?