Emily_Thornton1

Emily_Thornton1

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Date Last Visited
‎12-18-2024 05:39 PM
Level 4 - Champion Alumni
Joined the community 27-04-2016
Rank Icon Level 4 - Champion Alumni
Sr. Consultant, Demand Technology
Atlanta, GA
  • solved badge Re: 50% of People in SFDC Missing from Initial Sync to Marketo

    Did you confirm that your Marketo Sync User is able to see all of those records in SFDC? (Log in to SFDC as the Marketo Sync User, and run a report of all leads and all contacts). If not, could be something with your sharing settings in SFDC.

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  • Re: Where did my leads go?

    It's hard to say without looking at your email send smart campaign and filters. If you are using the same smart campaign to send the email above, is the schedule set so that people can only flow through once? Or, are people hitting communication limits? (A couple common things I would check first).

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  • Plugging the Leaks Before You Launch: Marketo Testing Best Practices

    When building out various components of a demand generation strategy within Marketo, testing is an area that can often be overlooked. It’s tedious and time-consuming and not always the most exciting task, but the more complex the logic is within a component, the more important testing becomes. Somet...

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    Blogs
    4013 14 0
  • solved badge Re: Custom Sync Rule from Salesforce to Marketo

    Yes, for leads created in Marketo, you will need to have a step to populate "Sync to Marketo" from False to True before you sync to SFDC. (If you have a centralized Sync to SFDC campaign in Marketo you could just add a flow step for this before the Sync to SFDC step.)

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    4986 2 2
  • Re: Last Form Fill Out

    Could you create a custom field for "Last Form Submission", then add as a hidden field to each of your forms. Have each form populate with the name of the specific form, and don't block field updates so it overwrites with each form submission. Then leverage that field in whatever routing is needed.

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    Discussions
    3284 2 4
  • Re: Why NOT use static list export from Salesforce

    Depending on the timing of when you import your static list and send out your email, attributes on lead records could change, meaning there could be people who were imported as part of the static list, who no longer match the filters in the report you had created to capture them, and they'd still re...

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    Discussions
    3593 1 0
  • Re: Lead scoring & quality of MQLs passed to CRM

    If you require those 6 fields for a record to become an MQL (as you stated in your original post), then yes, they should be criteria in the smart campaign that moves a record into the MQL stage.

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  • Re: Lead scoring & quality of MQLs passed to CRM

    Carly,Do you have a separate set of smart campaigns that control your lead scores, and ones that control the movement of leads through RCM/Lead Qualification stages? (If not, it's a good practice.) If this is in place, then you would just need to have in the smart list of your triggered smart campai...

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    Discussions
    3488 1 2
  • solved badge Re: Lead overlap in multiple lists

    Regarding your first question, if I am reading this correctly your smart campaign would look like this:Smart List:(1 or 2) Member of Smart List A Member of Smart List BFlow:Send EmailIf that is the case then you are correct, leads one only receive one email regardless if they exist in one or...

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    Discussions
    2421 2 1
  • solved badge Re: How to automatically rotate a monthly email

    There are likely a few ways to do this. Here is one approach I can think of, using static lists to control the newsletter membership.3 static lists3 smart campaigns (batch campaigns all scheduled for the day of the month your newsletter goes out, assuming it goes out the same day each month.)When a ...

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    Discussions
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Date Registered ‎04-27-2016 08:29 AM
Date Last Visited ‎12-18-2024 05:39 PM
Total Messages Posted 21
Likes Received 32
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