Edward_Unthank_

Edward_Unthank_

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Date Last Visited
‎02-27-2023 10:10 PM
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Joined the community 05-02-2015
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Seattle, WA
  • solved badge Re: Skipping Content in Engagement Programs

    Heather Van SchoiackFor Nurture Casts (aka the individual programs containing the email sends, not the engagement program), progression statuses are for reporting. Cheers,Edward

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    Discussions
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  • Re: Content recommendation engine for email nurtures?

    I do! Here are the new links (looks likes I can't edit that 2-year-old post):How to Architect a Robust and Scalable Marketo Instance Buyer Stage Scoring: Data that Guides Your Nurture - Etumos And, another very helpful one that I did at Marketo Summit last year (2016): Marketo Summit: Beyond Basic T...

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    Discussions
    2798 0 0
  • Re: Lifecycle Processing: The Operational Spine of Marketo

    Hey Sean! Sorry, just seeing this now. The trigger for hand raise forms is "fills out form, form name starts with 'Hand-Raise:'"—that way we implement naming convention for the universal forms and tag them as hand-raise forms as we create them. That way it also abstracts a bit to include Demos, Free...

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    Blogs
    4960 1 0
  • Re: How to find true waterfall on MEL, MCL for month

    Hey Tara,I'm more familiar with MAL (Marketing Accepted Leads) and MQL (Marketing Qualified Lead), so I'll talk in those terms, but you can obviously swap them out with the revenue stages that your org uses.In SFDC, you can make a nice dashboard based on a report such as this:That's my personal favo...

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    Discussions
    3829 1 0
  • solved badge Re: Engagement Program Content and Skipping Programs

    Hey Rachel!As you know, Exclusions are the way to deal with the skip/don't skip. I haven't personally tried removing persons from the program to see if that would un-skip them, but I think intuitively that would provide the desired effect—at least if you're moving them from "Exclusion" to "Not in Pr...

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    Discussions
    2145 1 1
  • Re: Salesforce Campaign Sync - Members not syncing to Salesforce

    Hey JB, interesting... We just ran into this on another client. Thinking it could be a system-wide bug? Try talking with Marketo Support. Post the answer here when you're done!

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    Discussions
    6133 2 1
  • Re: Salesforce Campaign Sync - Members not syncing to Salesforce

    Hey JB, some possible issues to look into: (1) Has your SFDC sync completed since these members have been added to the Marketo program? You could just be seeing slow delays. This is in the Admin > Salesforce tab of Marketo (top right corner in screenshot below): (2) Have all of the leads who have a ...

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    Discussions
    6133 2 2
  • Re: Targetted email list provider

    One of the leaders in the IT world for lists is DiscoverOrg. We don't personally purchase lists, but they're one of the companies that does this very frequently. Of course, it depends on your needs for the targeting, in case you're asking for something less common.Edward

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  • solved badge Re: Preventing fake emails and phone numbers

    Hey David, like Sanford mentions, we have Etumos Verify which offers this service on forms in real-time. You can check out the functionality here: Real-Time Verification in Marketo We don't have the phone verification on that demo page, but that's part of the offering—just a subset of the product th...

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    Discussions
    6521 4 5
  • Re: Salesforce Activity Sync: Help with Sales Emails VS. Marketo Send

    Short answer first—that "Send Marketo Email" isn't logged as a "Sales Email" technically and by design, nor is there a way to make it do so.It sounds like the assumption here is that you don't want to touch the method for measuring how many emails the SDRs send. I think the easiest way forward is to...

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    Discussions
    2757 3 1
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Date Registered ‎02-05-2015 10:27 PM
Date Last Visited ‎02-27-2023 10:10 PM
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