Scott_Daily

Scott_Daily

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Offline
Date Last Visited
‎01-11-2021 04:41 PM
Level 3
Joined the community 29-08-2014
Rank Icon Level 3
San Francisco, CA
  • Attach a screenshot when creating a case

    @Almost every case I submit to Marketo support requires me to attach a screenshot. However, this isn't possible until after I've already submitted a case.Is it possible to save everyone an extra step and add the option to upload attachments while creating a case, rather than needing to submit, reope...

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    Ideas
    2030 4 3
  • Log Sales Insight Emails from SFDC w/ Activity Type

    Our Sales team sends emails from SFDC frequently, using the "Send Marketo Email" button. Unfortunately, this logs an activity with a blank ("-") activity type.It would be great if these activities were automatically logged with a "Sales Email" activity type so we can have complete type data in our S...

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    Ideas
    3689 17 6
  • solved badge Editing linked text style in new HTML email editor

    With the switch to the new HTML email editor, we noticed we lost the ability to easily edit the style of our linked text. An example is shown below, where we used to be able to select the class "underline-orange" when linking text. Rather than have my designer edit the raw HTML every time, I'm hopin...

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    Discussions
    2114 0 3
  • solved badge Lead Status for Nurture / Recycle

    We're approaching our one year anniversary with Marketo and I'm taking the time to reevaluate a lot of initial decisions we made, now that we have a better understanding of the platform.One of the simple, yet oh-so-complex, decisions we made was about our Lead Statuses in Salesforce. Originally, we ...

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    Discussions
    5347 0 4
  • Marketo Sales Email Activity Type in Salesforce

    I've seen this question around the Community, but haven't found a solution yet.Is there a way to automatically adjust the activity type for Sales Emails sent via Sales Insight in Salesforce? Currently we have many reports and dashboards that display Sales activities by activity type, but Sales Insig...

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    Discussions
    1860 1 2
  • Editing Next Page in Forms 2.0 outside of Marketo

    My team and I are looking into alternate landing page builders, but are stuck on the ease of using Forms 2.0 outside of Marketo.The forms embed easily, but when we create a form in Marketo we have to determine the next page, which would require us to create a unique form for every landing page. Has ...

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    Discussions
    1035 0 1
  • solved badge Trigger off of new SFDC user?

    I'm looking to automate our internal new employee welcome email. This email goes to every new employee and explains a bit about the company, resources to go through on their first day and other helpful tips and links.The issue is, I can't seem to determine a trigger that will allow this to be automa...

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    Discussions
    1307 0 2
  • solved badge What is the best way to manage SDR outbound email campaigns in SFDC?

    My team is new to Marketo and still pretty green to syncing marketing campaigns to SFDC. Our switch to Marketo is the first time we've be able to do this.One of the campaigns we're working through now is how to best organize sourced outbound prospects for SDRs so they can actively monitor opens/clic...

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    Discussions
    2161 0 2

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Public Statistics
Date Registered ‎08-29-2014 01:25 PM
Date Last Visited ‎01-11-2021 04:41 PM
Total Messages Posted 40
Likes Received 43
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