beth-corby

@AdeleBriggs One other thing to consider in the future is event integrations and automating some of the manual tasks off your team, especially if you're hosting numerous events throughout the year. Tools like AtEvent or Cvent can feed lead data directly into Marketo in near real-time. Some even let...

Your approach is solid and follows best practices. Here are a few validation points and tips to fine-tune it: Cloning and Segmenting by UTM: Creating a new program and Salesforce campaign for tracking utm_campaign=special_offer submissions is a smart way to keep segmentation clean and reporting accu...

That's a really good point. I can think of a handful of people who would have benefited from that resource before running into those sync issues. Opportunities can be especially tricky, with all the automations, formula fields, and random marketing-unfriendly fields in the mix. And yes, keeping an e...

Referrer (in Marketo) = the URL of the page where the form lives and was submitted, even on non-Marketo pages like WordPress. Surprisingly, it is the more reliable constraint for embedded forms. Web Page = only works consistently when the form is filled out on a Marketo-hosted landing page. This fie...

This is such a smart move. Cleaning up legacy programs and campaigns can dramatically improve performance, usability, and scalability, especially in an instance that’s been around for over a decade. Here’s how I’d recommend approaching each part: Programs to ArchiveIn addition to last modified date,...