Ruth_Baucom

Level 3

Joined the community 13-06-2016

Level 3

Marketing Automation Officer

Sarasota, Florida

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Re: Cut, copy and paste flow steps and smart list filters

by Ruth_Baucom 11-07-2017

I thought I had heard that at Summit last year! It can't come soon enough!

Ideas

4718 0 0
Re: Cut, copy and paste flow steps and smart list filters

by Ruth_Baucom 11-07-2017

Yes! This would be especially helpful if you could copy and paste filters/flow steps across workspaces too!

Ideas

4718 0 1
Re: Deciding When to Sync Leads to Dynamics CRM

by Ruth_Baucom 07-13-2017

Helpful article! Our company is trying to decide if we should sync leads over to SFDC once they reach an MQL stage. Before that stage we will probably withhold from SFDC. Does anyone have feedback based on what their company does?

Blogs

1276 0 0
Re: Make it possible for CRM (SFDC/MS Dynamics) custom objects to show...

by Ruth_Baucom 06-12-2017

This would be very useful to us! We use opportunities and custom objects a lot. It'd also be great to customize the fields the the Opportunity Info tab has for SFDC users. We have fields we use constantly but they aren't displayed because they are custom fields on the Opportunity.

Ideas

4202 0 0
Save Historical Record of Champion Challenger Tests

by Ruth_Baucom 06-12-2017

Here's an idea: Save Champion/Challenger test reports, at least for subject lines, in Marketo after a winner is declared. Currently our team has to manually track these in a spreadsheet outside of Marketo. We have many employees creating tests across the multiple brands we manage, so we find value i...

Ideas

2034 13 2