Liz_Medeiros1

Liz_Medeiros1

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Date Last Visited
‎04-03-2025 04:22 PM
Level 4
Joined the community 08-06-2015
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Principal
Boston, MA
  • Re: How to export Campaign data in an external file

    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.

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  • Re: How to export Campaign data in an external file

    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 Subscriptio...

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    3586 1 2
  • Re: Multiple value chooser - smart lists

    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:

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  • Re: Issues with Subscription reports

    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.

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  • Re: Internal activity report

    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

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  • Re: Marketo Plug-in Issues

    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

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  • solved badge Re: Best practices for SDR follow-up on engagement programs

    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 ...

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  • Re: Sending Lists to Internal Coworkers

    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 f...

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  • Re: Add Sales Rep e-mail to marketo report?

    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...

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  • Re: Sales Insight Email Performance Report - No Template

    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 co...

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Public Statistics
Date Registered ‎06-08-2015 10:54 AM
Date Last Visited ‎04-03-2025 04:22 PM
Total Messages Posted 50
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