Liz_Medeiros1

Liz_Medeiros1 · ‎01-31-2019

Hi Denise, It is the activities_send_email, this includes emails in nurture programs, email blast, etc. For Sales Insight emails use activities_send_sales_email.

Liz_Medeiros1 · ‎11-28-2018

Hi Dan, I feel your pain, I once had to comb through 100s of emails for similar reason. The comments above are all very helpful, but sounds like you still need to find these alert emails and update them. Are you pretty consistent in naming your assets? You could go to Design Studio > Emails (the top level) and search for "Alert." (Use your browser's search, I was never really successful with the Quick Find for these). Alternatively, go to the Campaign Inspector and using the Quick Find search for Send Alert. This will show all the smart campaigns using a Send Alert flow step. Comb through these flow steps, find the email used and update the Reply To. As Sanford pointed out, using my tokens for this would make these updates much easier in the future. Good luck! Liz

Liz_Medeiros1 · ‎12-04-2017

+1

Liz_Medeiros1 · ‎11-29-2017

Hi Brienne, Sounds like you are talking about post-MQL contacts or when contacts bubble back up from recycle status. Couple of ideas: Add lead score and/or lead rating fields to contacts views and page layouts in SFDC Create a custom field for status that maps leads and contact statuses in SFDC - so the status continues on to the contact after the lead has been converted Create a task assigned to the sales owner with details about the hand-raise activity If you have Sales Insight, expose the Urgency and Relative Score fields (the stars and flames) in contact views your sales team is using A really cool feature of Sales Insight is that your sales team can get RSS updates of the Lead Feed - that way they can get real-time alerts of interesting moments for leads/contacts they own or added to their watch lists. (Note: you have to enable RSS for Sales Insight in the Admin section first) I'm sure others will chime in with ideas as well. Liz

Liz_Medeiros1 · ‎11-28-2017

Hi Nichole, I used DemandBase in the past and was a happy customer. If you're looking to append firmographic data, their database is pretty robust and has an impressive match rate. It was great at identifying visitors from target accounts and appended custom data fields as well (e.g. this is a tier 1 account...) Liz

Liz_Medeiros1 · ‎11-28-2017

Awesome! Glad it worked!

Liz_Medeiros1 · ‎11-27-2017

Hi Ravi, Well, you can mass insert opportunity contact roles using Data Loader in Salesforce, but of course that still requires contact roles. Opportunity contact roles play an important part in reporting, if you would like to see how your leads progress from new to revenue or if you want to see how your programs impact revenue. It's key in putting the pieces together. Consider reviewing your current strategy with your sales team and creating an SLA. Maybe going forward the rule is all new opportunities need contact roles. Here's a great thread on this topic: Why Sales Needs To Use Contact Roles Best, Liz

Liz_Medeiros1 · ‎09-29-2017

Hi Olga, You could create a smart campaign where the flow would have a wait step with a date token {{lead.Date of Birth}} and check "Use next anniversary of this date." Details here (they even use the birthday example): Use a Date Token in a Wait Flow Step - Marketo Docs - Product Docs BUT The child birthday is stored in a custom object and you can't use a token from the custom object. (Since it's a one-to-many relationship, one parent can have several children custom records). I think you need some custom set-up that whenever the custom objects are updated, it would also update custom fields on the lead - something like "child name with nearest birthday" and "child DOB with nearest birthday". If this is possible... I hope this helps, Liz

Liz_Medeiros1 · ‎09-25-2017

Hi Jas, As you pointed out, it might be a good idea to sit down with your sales team and decide what happens to your portal signups... it might make more sense to have them created as leads, rather than accounts and contacts since they need to go through a qualification process. Also, when your leads signup via Marketo, maybe it would make sense to sync them over as leads earlier. That way if they also sign up for something via your portal, they are already in the database. There are several AppExchange tools that can help you manage duplicates like DupeCatcher, DupeBlocker, etc. Best,

Liz_Medeiros1 · ‎09-25-2017

Hi Jas, Yes, that field is not synced with your Salesforce. Product docs have some great descriptions on how the sync works: SFDC Sync Details - Marketo Docs - Product Docs It might be a good idea to create a smart list where SFDC Type (Lead) is not blank or SFDC ID is not blank, so you can see all the leads that synced.

Liz_Medeiros1 · ‎08-24-2017

Sherin, The 3rd option: Clicked link two times - Any email, any link. Could be same link in one email or one link in 2 emails. Sounds like a question on the MCE exam 🙂

Liz_Medeiros1 · ‎08-23-2017

Hi Kymberlee, Do you mean the "Status Header" in the Best Bets view? I couldn't find much more documentation on this than this page: Priority, Urgency, Relative Score, and Best Bets - Marketo Docs - Product Docs But from observation, it seems when the person is a lead in SFDC, the Status Header shows the lead status and when the lead is converted, it shows the last opportunity stage the contact has been associated with.

Liz_Medeiros1 · ‎08-23-2017

Hi Waqas, In your smart list, maybe put a filter - Member of Program with the constraint for the desired member statuses. Jitterbit is also available for Marketo, saw them listed on Launchpoint.

Liz_Medeiros1 · ‎08-22-2017

Hi Waqas, Do you need the files from a Salesforce campaign or from the Marketo program? If Marketo: If you want to download at a specific time interval, create a smart list where you filter for the program members. In the Lead view select all the columns you want to export. Add a Smart List Subscription as described here: Subscribe to a Smart List - Marketo Docs - Product Docs. This will send a csv file at the times you set. If Salesforce: You can create a report type campaign with campaign members or campaign with leads and download. Or you can set a query to run at specific times using Data Loader. (I use Jitterbit Harmony - they have a free version and very easy to use) Liz

Liz_Medeiros1 · ‎08-22-2017

Hi Stuart, Yes, you can only select one smart list at a time. Drag the Member of Smart List filters multiple times to the canvas and pick the smart lists you want to filter for separately. Like this example:

Liz_Medeiros1 · ‎05-08-2017

Hi Sargam, This seems really strange. Do the subscribers' email addresses still work? Maybe try creating a new subscription, see if that works. And definitely log a ticket with Support.

Liz_Medeiros1 · ‎04-25-2017

Hi Melissa, Check out Audit Trail - I think that's what you are looking for. You need admin access for this. Here's more: Audit Trail Overview - Marketo Docs - Product Docs Best, Liz

Liz_Medeiros1 · ‎04-25-2017

Hi Lexi, I found that a lot of sales reps "live" Salesforce. It might make sense to show them how to send Sales Insight emails from Salesforce for when Outlook is down - just in case. Best, Liz

Liz_Medeiros1 · ‎02-22-2016

Hi Kelly, I would separate the engagement program by lead life cycle status. So first start with an early stage nurturing program, and only when leads meet MQL criteria assign the lead and take off from early stage nurture. Then you can add to an MQL nurturing program, where the lead owner stays the same and you can create a follow-up cadence with emails and calls. We don't generally create tasks from Marketo, but reps call using lead views in Salesforce. As for round robin, while it makes the lead distribution fair, we found it to be a pain when we get a large set of leads (e.g. from a trade show) and there are several leads from the same company. It's better if the same rep owns leads from the same account. As our team grows we are considering switching from round robin to territory assignment. Liz

Liz_Medeiros1 · ‎09-15-2015

If your sales guys use Salesforce on their mobiles and tablets (or laptops), how about a workaround? Sync the registered leads to a Salesforce campaign. Create a lead/contact view using the campaign name and Registered status. That way they can see registrations in real time and don't have to wait for your email.

Liz_Medeiros1 · ‎08-21-2015

If you use the Sales Insight Email Performance Report type, you can group the emails by sales rep - but it's only their name, not their email address...

Liz_Medeiros1 · ‎08-21-2015

It means when reps select Send Marketo Email (either in Salesforce or via the Outlook plug-in), they don't pick any of the pre-loaded templates. They probably just want to send very targeted track-able emails to a lead. Our reps usually do this to follow up with a prospect after a conversation or confirm details they agreed on, confirm times for a meeting, etc.

Liz_Medeiros1 · ‎08-21-2015

Scott, I have the same issue. The work around I do is in the activity reports add a filter for subject. If activity type is blank, subject starts with Was Sent Sales Email.. and the blank activity type in the report means sales email... something like this: Filtered By: (1 AND 2) OR 3 Edit 1. Subject starts with Was Sent Sales Email 2. Activity Type equals 3. Activity Type not equal to I know this is not perfect... but at least the sales emails roll up somewhere

Liz_Medeiros1 · ‎07-23-2015

Thanks Courtney! That's how we have the setting, the "Sales email sent" box is checked. But they don't show in Salesforce. I figured I check here, in case I need to do something else as well. But sounds like I need to submit a ticket to support.

Liz_Medeiros1 · ‎07-23-2015

Part of our sales team's compensation is follow up activity on leads. This includes emails sent as well. They use Sales Insight to send sales emails via the Outlook plug-in. In our admin settings we have the sync Email Sent enabled, yet they do not show up on the Salesforce side. Any ideas? Thanks!

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