Kathryn_Langema

Level 2

Joined the community 13-11-2013

Level 2

Mountain View, CA

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Company name change from Salesforce - Trigger

by Kathryn_Langema 12-07-2016

I've tried to trigger off a change in Company Name. It works for non-Salesforce contacts.For account name changes from Salesforce, how do I catch those? There doesn't seem to be an activity written in Marketo when the update happens in Salesforce so it doesn't detect it had occurred.Any thoughts? T...

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Re: Comparing to Fields for SmartList

by Kathryn_Langema 12-07-2016

Thank you! we'll explore using Webhooks.

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Re: Comparing to Fields for SmartList

by Kathryn_Langema 12-06-2016

Bummer. Thanks. I was hoping to get alerts when they didn't match in real time.

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2502 0 3
Comparing to Fields for SmartList

by Kathryn_Langema 12-06-2016

Hi - Does anyone know how to compare values for two fields so that you can see the non matching ones.Example of a Filter I tried that didn't work: Company Name: is not {{lead.Company Name Shadow Field}}Can I not use tokens in field name filters? Does anyone have another way to do a comparison bet...

Discussions

2821 0 5

Lead Management
Re: Marketo Sandbox - are there certain features that won't work?

by Kathryn_Langema 12-08-2015

Thanks John and Jamie! - I figured it out. It turned out that when a sandbox was refreshed from production, the URL to the form was hard-coded and pointed to the form in production and not to the sandbox. Once I changed it out to point to the form in the Sandbox, everything worked. (Sorry it took ...

Discussions

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Marketo Sandbox - are there certain features that won't work?

by Kathryn_Langema 11-23-2015

We just copied over production to the sandbox. I tried to run through a form that works in production but it doesn't seem to work in the sandbox. Are there certain features that don't work in the sandbox environment or did the copy not get set up quite right? Thanks!

Discussions

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Re: Hiding a submit button on a form

by Kathryn_Langema 09-05-2014

Thanks for the ideas. I'd assumed I'd need custom javascript to hide the button but I don't have scripting knowhow to figure it out. Covering the submit button is an interesting way of hiding but I assume I'd still have to accompany this with javascript to honor the visibility rules. I know it seem...

Discussions

2446 0 0
Hiding a submit button on a form

by Kathryn_Langema 09-04-2014

Has anyone selectively hidden the submit button on a form?I have visibility rules set up to show specfic questions or messages depending on the value selected for the initial field. For one of the options, I'm displaying a message with self-service links for the users to go to rather using our form....

Discussions

2652 0 5

Lead Management
Re: Managing multiple mailing lists subscriptions

by Kathryn_Langema 02-03-2014

Thanks Mark. We're currently using a different type of CRM system (InterAction) so we're hoping to keep the subscription history in this CRM in sync with Marketo.The salesforce aspect is good to know since we're strongly considering a switch to salesforce eventually.

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Managing multiple mailing lists subscriptions

by Kathryn_Langema 02-03-2014

We would like to allow people to subscribe to our mailing lists by topic/type of periodical we send out. Is there a best practice to do this?We're new to Marketo and in our current CRM system, we have these lists set up as separate folders (36 different folders). With our current, non-Marketo subscr...

Discussions

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