Lucho_Soto

Level 5

Joined the community 03-12-2013

Level 5

Winston-Salem

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Re: Pipeline and Revenue Generated in Program Analyzer

by Lucho_Soto 09-24-2014

Thanks, that data is currently integrated so that's great news. I have noticed that the "Account Name" and a few other fields are missing from our "Opportunity Info" tabs (screenshot below). Are any of these missing fields critical to using any of the Analytics Tools (Program Analyzer, Opp Influenc...

Discussions

1076 0 0
Pipeline and Revenue Generated in Program Analyzer

by Lucho_Soto 09-23-2014

We're in the process of integrating opportunity data with our CRM and want to use the Pipeline, Revenue, and ROI fields in the Program Analyzer. Will this be possible to do without the RCA? What fields in the Program Analyzer (if any) will not work if we don't have the RCA?

Discussions

1165 0 2
Re: Having a button and the embedded lightbox appear when clicked - Fo...

by Lucho_Soto 09-17-2014

Bao, your code worked for me as well, thank you!One thing that can improve the code slightly is to change the href from "#" to "javascript:;" . The reason why is that the "#" always takes you to the top of the page before the lightbox pops up, which can detract from the user experience, especially i...

Discussions

3173 0 0
Forms 2.0: What does "if known" mean?

by Lucho_Soto 08-27-2014

What are the minimum requirements for the custom html to show? Is having an email all that's needed or does it need to be Email, First Name and Last Name?Is there a way to set these parameters? For example, I only want the custom html to show if I already have a First Name, Last Name, Role, Org name...

Discussions

861 0 2

Lead Management
Forms for International Leads

by Lucho_Soto 08-21-2014

What are your best practices for capturing international lead info from form fillouts? We are currently debating between adding an "International" option to the "State" field or adding a "Country" field (any other suggestions are welcome). The vast majority of our customers are in the United States ...

Discussions

797 0 2

Lead Management
Re: Hide lightbox form after submission

by Lucho_Soto 08-21-2014

That code worked perfectly, thanks a lot for your help!

Discussions

5238 1 0
Hide lightbox form after submission

by Lucho_Soto 08-20-2014

I have the form code below to embed a Marketo form as a lightbox.
However, the lightbox currently does not disappear when the form is submitted, it just reloads the page and pops up again. Marketo does provide a code for this (see below), but I don’t know how to combine the two pieces of code toget...

Discussions

6284 1 33

Lead Management
Flash Object Integration

by Lucho_Soto 08-20-2014

We want to use Marketo batches and triggers to push images to an ad space inside of the interface of one of our technology products. Is Marketo capable of controlling a Flash object by changing the image source (where the image is located) and image link (where clicking on the image takes you)? The ...

Discussions

842 0 2
Email Preference Center

by Lucho_Soto 04-16-2014

Rather than having only one option to unsubscribe from all emails, I would like our Email Preference center to show what the specific user clicking on the unsub link is signed up for. I already have custom fields corresponding to each mailing category (store, newsletter, etc.) that show true/false. ...

Discussions

967 0 1

Lead Management
Scheduling Web Activity Reports

by Lucho_Soto 02-17-2014

I am trying to set up a Web Page Activity report that goes out to a salesperson on Monday, Wednesday and Friday. Unfortunately, the only options I see are "yesterday" and "this week". Is there any other way I can make this work? Otherwise, is there a way to not send a report at all on days that it's...

Discussions

593 0 1

Reports & Analytics