Julz_James

Re: Autorespond email based on Form Fill

by Julz_James 02-23-2015

Thanks guys...I'd tried that Josh, but both emails were still happening.I'm going to try Laura's option....such a simple resolution! Thank you!

Discussions

1771 0 0
Autorespond email based on Form Fill

by Julz_James 02-23-2015

Hi guys.I've set up a form which has the 'standard' form fields (like name, email, address etc). However at the bottom of this form I have a further 2 check boxes which are 'Contact me now' and 'I have a project'. Now depending on what they tick I want an auto responder to send - one per check box...

Discussions

1855 0 3
Re: How to export Form Submission info

by Julz_James 02-23-2015

Set up a smart list with 'Fills out form' as a trigger, and then set up your 'view' on the Leads to show all the fields in the form so when you download it'll download the fields filled in that are on the form.

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2243 0 0
Re: Tracking inbound links

by Julz_James 02-13-2015

Aweseome guys thanks! I thought it was but didn't think it would be so simple!Thanks again..have a great weekend.Juli

Discussions

2185 0 0
Re: SFDC field not syncing to Marketo

by Julz_James 02-13-2015

Have you checked in the Admin section in Marketo to check they're linked up in there also? There are some fields which can only be read from Marketo I believe too.

Discussions

1280 0 0
Tracking inbound links

by Julz_James 02-13-2015

Hi Guys.I have just set up a landing page with a form for a white paper download, however I wanted to know if it's possible to track where the lead is coming to the landing page from - i.e. Twitter, LinkedIn etc?For example - I post a link to the LP on Twitter, LinkedIn, Facebook and send an email....

Discussions

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Re: Transition Rules based on Form Fills

by Julz_James 02-03-2015

Hi,Thanks for the answers. All leads will be sitting in a Cloud nurture engagement program (via purchased data to start with and then via web visists and form fills) - so everyone no matter is SMB or Enterprise will be sat in the same program. What I want to then do is split the SMB's and Enterpr...

Discussions

1327 0 0
Transition Rules based on Form Fills

by Julz_James 02-03-2015

Hi there,I'm setting up some transition rules for an engagment program, but I want to know if I can set up the rule as follows:Transition 1 - SMB Email Delivered & (Filled out Form & Data value changed to 1-49, 50-149, 150-249) or Form not filled outTransition 2 - EnterpriseEmail Delivered & Filled...

Discussions

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Lead Management
Re: Partial Sales Force integration?

by Julz_James 01-30-2015

Thanks everyone! The issue is because we sync across so many fields (most of which are not needed or used) some of the overwritiing in SFDC is causing issues. However the infromation about restricting what leads sync across to SFDC set up WS/LP is very useful. We have different criteria for MQL's...

Discussions

1806 0 0
Partial Sales Force integration?

by Julz_James 01-30-2015

Hi everyone,We have a number of workspaces and partitions in our edition of Marketo, and this maps through to SFDC. However, for some reason we have a large number of SFDC fields (400+) syncing across. What I wanted to know was - can we pick and chose what syncs across by workspace/partition? Or ...

Discussions

1860 0 4

Integrations