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We would like to send an email to all contacts that have a specific contact role under their Account. But when I try to use the Role constraint on the Send Email fowstep, I don't see any options: http://screencast.com/t/btV5fzlGQOEyWe want to see an email to all contacts that have the "Billing" Cont...
There are also jquery plugins like lightbox or fancybox that you could try if you have access to a web developer.
Say we have a PDF that we want to offer for download via a form and landing page. We'll create a program for it in Marketo and sync it to a Salesforce campaign. Then we'll share it via email, social, blog, AdWords, etc.The question is, should we have just one program for the PDF or should we create/...
I noticed a popup for selecting a pre-defined business after submitting the form on this page: http://pages2.marketo.com/msm-webinar-oct-2013.htmlAnyone know what this is? Is it a feature of Marketo? Data.com?
When you mentioned Salesforce, I had a feeling you were implying Chatter as well. I'm just not sure how to post an email to Chatter. Maybe take a screenshot of the email and then post the screenshot to Chatter?I'm not sure how to attach an email to a campaign in Salesforce either. I'll ask one of ou...
Thanks everyone.Edward, I'll give that a try.Dmitri, how would you use Salesforce to collaborate on an email message/design?
How is everyone collaborating on emails? We're currently sending test/samples to individual people, but it's not efficient.We would like a way to collaborate on email messages with multiple people from both marketing and sales.Thoughts?
As Kaitlyn mentioned, customer stories that show the challenges, solutions, and results are invaluable. Include metrics if possible. Create a high impact video if possible.Depending on your customer profile, perhaps a referral program might help.
We're using the Change Owner flow step to assign ownership of a lead in Salesforce. The problem is that we have two users with the same name in our org which is causing Marketo to become confused. Here's the error we see in the Results tab:Failed: more than one employee found with key 'John Smith'Si...
Ah, you're right, sorry about that.Can you use Marketo? What if you made a Smart List in Marketo based upon your filter criteria, then selected all of them, and peformed the manual flow step for "Add to SFDC Campaign"?