Level 4
Joined the community 31-10-2012
Level 4
Hamilton, New Jersey
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Anthony_Pica
12-06-2013
Thanks for the response, Jeff. This is in regards to Contact Roles on Account though, not Opportunities.But does your "Don't worry that if you click the dropdown and no values appear." apply for Accounts as well?
2334 0 0
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Anthony_Pica
12-05-2013
I logged into Salesforce as the Marketo sync user and I was able to see the Contact Roles related list under Accounts, so the Marketo sync user does have visibility to Contact Roles.
2334 0 0
Discussions -
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...
2414 1 7
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Anthony_Pica
11-06-2013
There are also jquery plugins like lightbox or fancybox that you could try if you have access to a web developer.
1502 0 0
Discussions -
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/...
1017 0 3
Discussions -
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?
800 0 1
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Anthony_Pica
09-12-2013
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...
1979 0 0
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Anthony_Pica
09-12-2013
Thanks everyone.Edward, I'll give that a try.Dmitri, how would you use Salesforce to collaborate on an email message/design?
1979 0 0
Discussions -
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?
2008 0 10
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Anthony_Pica
09-09-2013
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.
1778 3 0
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