Ulrike_Sachunsk

Dear Chloé, I tried to do so for a program already running (after campaign activation)- how do you recommend to do this then? With separat campaigns handling "add to SF for invited", "add to SF for bounced", etc...with smart list: member of list invited/bounced/.., with flow: add to SF, status invited/bounced (like in the picture above). Correct? Thanks! (I tried it here: Login | Marketo, LHE.1706.DE.FU.FurnitureEventCEER) ... View more

Hi all, our Automotive team has identified about 60 contacts via Linkedin and Xing. They should get all Automotive related content from now on. We thought about having them imported in SF. Could we import them as contacts? Otherwise it would mean to push all leads to our marketing lead queue and let them then be converted to contact? Isn't this just double work? My second question is, when we need to import them as leads with lead source Telemarketing, will they be included in all corporate send outs automatically (that do not go out to customers only of course)? For the local send outs we have to make sure that we adapt our smart lists to also include leads - what makes it more complicated (normally we only write to contacts). I found one list import excel template. Is this ok to use? Thanks, Ulli Daniel Koegel​ ... View more

Hi Chloé, now I know why I had troubles getting my reports! I cleaned everything that is not 100% necessary. Thanks, Ulli  ... View more

Hi Blanca, I hope to understand your need correctly, but I add leads by adding the filter ,email address is'. To add them regardless of your smart list criteria you need to use the logic filter ,or' on the very top of your smart list. Hope this helps. Ulli Am 14.12.2016 um 16:50 schrieb Blanca Bellon <marketingnation@marketo.com<mailto:marketingnation@marketo.com>>: Marketo Marketing Nation Community <https://nation.marketo.com/?et=watches.email.thread> How to add a lead to a Smart List (initially not included) created by Blanca Bellon<https://nation.marketo.com/people/b8575786d1e9959109415bac8aa1d14d73a36ff1?et=watches.email.thread> in Lectra User Group - View the full discussion<https://nation.marketo.com/message/149944?et=watches.email.thread> ... View more

You could try and add a space after first or last name. For creating duplicate accounts this works, so maybe also for contacts. Best, Ulli ... View more

HI Blanca, maybe an idea: what I like more than to create duplicates: I keep one contact - the one in the highest postion - (if possible) and just create a contact role on the other account(s) - so it can be used for opportunites etc. ... View more

Hi all, I do not really understand your answer to Helenes question. These contacts that we would create are no Marketing qualified leads (not qualified using BANT critera: we did not call them, there is no project, no budget, no need, no timing...), we would simply add contacts to the data base for our account managers, because we read about them in the news, because we searched to have all C-Level contact of one account in SF etc. We would still fill out the lead source for example: telemarketing. This is what our working student does in our enrichtment project. Don't you agree that creating a lead for these cases means blowing up the work load for Account Managers and that this is not efficient? I understand that if there is really a lead, that we can/need to qualifiy, then we should create a lead to track MQL, SAL and all other stages. Example: the ones that come via our Marketing Lead Queues or we get to know a lead at an event, where we talked with him about a project that he or she plans to do, we find out more about the planned project, the time line, the one responsible and the budget - then it makes sense to create a lead, then assign to Sales. Thanks for clarifiing. Best, Ulli Helene Kehren​Daniel Koegel​ ... View more

Hi Chloé, I am very interested in getting these reports as well! Thanks for creating them in the CEER and PL workspace! Best, Ulli ... View more

Hi Marina, Could you explain why is this? Thanks, Ulli Am 21.09.2016 um 16:19 schrieb Marina MASSONET <marketingnation@marketo.com<mailto:marketingnation@marketo.com>>: Marketo Marketing Nation Community <https://nation.marketo.com/?et=watches.email.thread> Please avoid ";" in Marketo and Salesforce fields created by Marina MASSONET<https://nation.marketo.com/people/05529641dffff05ec19a48eb632e841bd886a6d4?et=watches.email.thread> in Lectra User Group - View the full discussion<https://nation.marketo.com/message/143021?et=watches.email.thread> ... View more

Hi Chloé, Ok thanks! For all who want to check as well: I ran a report in SF (search for Lead History after clicking on New Report) on changes made from lead status disqualified to low/mid etc. interest. I checked all leads with an old value: Disqualified and changed it back to disqualifed. ... View more

Hi Stella, Oh, right! We experienced the form fill confusion because of colleagues filling out forms as well - I should have remembered this!  So thanks for the tip with the list ADMIN_Data changes after filled out forms. ... View more

Hi Chloé, But then a contact can overwrite his valid SF data by for example only using lowercase, making abreviations or typos or filling in wrong company/job data, etc. (some people don't pay attention or don't want to give all their data)? Is this what we want / can accept? Isn't that an issue, when we do not know about all these changes that could negatively impact our data quality? ... View more

Hi Emilie & Chloé Sabourin, Thanks for your response - I got this feedback about the process from Jacqueline and Tabea. This is why I wrote: "I think this is addressed". May I kindly come back to my main question about forms: can it really be that a form fill changes valid data in Salesforce without being checked? This is not good, isn't it? And are there other forms out there that have the same "power"? Thanks for letting us know! ... View more

Hi Chloé Sabourin​, thanks for your quick reply and the update on the internal program for my first question. For the second question - I think that this form was filled out internally by HQ/Emilie. I think this is addressed. The main question about the form was: can it really be that a form fill changes valid data in Salesforce without being checked? This is not good, isn't it? And are there other forms out there that have the same "power"? Thanks for letting us know! ... View more

Hi Marina, I have two questions: 1) Is there a document explaining what the different lead sources mean in detail - with examples? Our working student has been doing a web research and has been creating a lot of contacts since spring. What kind of lead source is this? Operational? Telemarketing? 2) What kind of procedure do you propose to add the lead source? I think we have a special case for our region as the original lead source for nearly all my leads is: contact. For the moment, I open the lead in Marketo, look at the activity log, check back with SF, who created the lead and then add the lead source. This will take ages for 1800 leads. I will add the lead source to these contacts in SF - ok? Thanks! ... View more