Liz_Medeiros1

Liz_Medeiros1

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Date Last Visited
‎04-03-2025 04:22 PM
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Joined the community 08-06-2015
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Boston, MA
  • Re: What is the Activity Type in API for Engagement Program Cast?

    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.

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  • Re: Person left company, how to find/update all auto responders by spe...

    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 l...

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    3557 0 0
  • solved badge Re: Your feedback is needed! Which color theme for the tree do you pre...

    +1

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    3753 1 0
  • Re: Updating status of a converted lead

    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 t...

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    1898 0 1
  • Re: Evaluating form complete vendors: ZoomInfo, NetProspex, ReachForce...

    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...

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  • Re: Opportunity Data sync

    Awesome! Glad it worked!

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  • Re: Opportunity Data sync

    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 ...

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    4079 2 2
  • Re: Automated birthday message

    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 BUTThe child ...

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  • Re: Integration Help. I'm desperate :(

    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...

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    3061 1 3
  • Re: Field Mapping SFDC ID

    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 th...

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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
Likes Received 38
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