Bryant_Chang
Level 2
San Francisco
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01-09-2020
10:27 AM
Thanks Brittini, This is the reason we currently allow our business development reps who attend the conference that have conversations at the booth to claim those leads. If the BDR has a great conversation at an event and promises to follow up with the prospect after the event, they want to be able to be assigned the lead in SFDC. However, if we abide by the territory parameters/rules, and do not allow them to claim the lead, most likely would go to a different BDR.
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01-06-2020
02:13 PM
Thanks Vladislav for the feedback. We have a similar process, but running into maintenance/scalability issues with managing an excel spreadsheet across multiple users and maintaining new users or ones that have left the company in the rule set. Have you run into similar issues?
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12-18-2019
03:33 PM
Our current process to assign leads that reps have spoken to at events is very manual. Goal is to update the process to be more automated, yet allow the functionality of reps to claim those leads. If a rep has an engaging conversation at our booth, they want to be able to follow up with them even if the current routing rules would not normally assign to that rep. thoughts?
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12-13-2019
09:59 AM
Do you allow Sales Reps to "claim" event leads that they speak to at events? I've seen different orgs allow or not allow this... I see the value for sales to be able to do this, but feels this creates the opportunity for a process/ops nightmare. Especially as your sales org grows. If your org does allow reps to claim event leads, how have you built this process? Do you use routing/matching tools like LeanData to support this? Did you run into other things like, deciding how many they can claim? Or if you do not not allow, how did you explain to sales or create other incentives for them to support? Thoughts?
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07-03-2018
11:28 AM
Thanks for the reply Andy, But what I am looking for is not dependent on the lead to account relationship. Since the field is some how being pulled to the account from the lead record on conversion (prior to account existing), I just want to be able to have that on the lead. for some reason it is not a field on the lead object prior. Hope that makes sense. Someone suggested creating a new field that is also on lead record, but I hate creating new fields. (im sure many can relate )
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07-03-2018
10:57 AM
Is it possible to surface an account specific field on the lead object in SFDC? So I noticed that we are populating the field "Phone (SFDC Account)" and pushing this to SFDC. I want to be able to surface this on the lead object (before convert), but it is not an available field. I did notice if the lead is converted to an contact and account, the phone field on the account will populate with this value. Is there a way to show this on the lead record before it is converted?
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06-07-2017
10:01 AM
Have you heard any updates or solutions? I am receiving the same error and don't see the issue listed on the support site. Bryant
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05-18-2017
08:35 AM
As always, Thanks Sanford Whiteman! Exactly what I was looking for.
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05-17-2017
10:30 AM
Sanford Whiteman hope you had a great trip I'm assuming the scripting will have to live on the lp template? not in form css?
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05-03-2017
12:55 PM
Trying to create an opt in field on a form, that has "initially selected" as true if country is US and not "initially selected" if country is Canada. Is this possible with out of the box forms 2.0 or will we need custom scripting on the pages I tried creating 2 separate values, one with "initially selected" for one of the values and added visibility rules to only show the initially selected if country is US and the other not initially selected if country is Canada. But when I select Canada as my country, the value shows correctly but is pre-selected. Anyone have ideas?
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11-03-2016
03:41 PM
Hi, Evaluating Litmus and Email on Acid at the moment. To be honest, they seem very similar from the research I've done. Do you have specific recommendations or know where I can find a comparison on their differences? Trying to see if there is a reason for the price difference. Thanks Bryant
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08-22-2016
12:30 PM
Thanks! This should be helpful.
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08-19-2016
01:26 PM
Sanford Whiteman 1. For your internal attribution script, do you ever run into cases where the browser breaks the referrer page so the script doesnt pick up and update the medium field? 2. Is there and automated way to add utms to urls when sending marketo emails?
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08-19-2016
11:13 AM
Sanford Whiteman They apparently cannot create exclusion rules on subdomains (info.brand.com) only the main domain (brand.com). We were told differentiating on subdomains is on their roadmap. This could be the option we decide to take, depending on if we are ok with all the other subdomains that we would be excluding.
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08-19-2016
09:57 AM
1 Like
Wanted to see if anyone was using Bizible? We are currently implementing Bizible and running into a issue where our branded email tracking links are being categorized as "web referrals" attributions. When speaking with our account rep, the solution is to add URL parameters "[branded.email].com?utm_medium=mkto_email". Or something along those lines. We currently do not add these tags to our generic emails so would have to do this manually. Is anyone else having/had this issue? and have a solution/workaround? Bryant
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08-15-2016
11:12 AM
I am trying out a few of the starter templates in the new email 2.0 editor. I noticed that anytime I make edits to and mkto text area <p> tags get added around the text that are not originally in the templates. Which will distort the spacing. Even when I just open the rich text editor, make no changes, and click save. Is anyone else seeing this? and how can I make this stop happening? Thanks B
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04-28-2016
04:45 PM
Create task in SFDC And that's what I was initially trying 1. member of smart campaign. 2. then created task in SFDC However, we don't have "create task" or "create task date" as a filter. Not sure if this is just our instance, or if others have the same setup.
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04-28-2016
04:18 PM
That would work if looking at leads individually. But say I want to create a list of all leads/contacts that qualified for a smart campaign this week. Is that possible?
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04-28-2016
12:14 PM
Trying to create a smart list of contacts/leads that qualified for an active smart campaign. Any way to do this? or any workarounds?
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- Tags:
- smart campaigns
07-06-2015
11:45 AM
Can you explain what you mean by "post the Marketo form with the user's email address"? Are you saying that the leads web's activities will be tracked prior to the form fill out only if it is a marketo form? Having an external webpage and form will not track visits or formfills even with munchkin on it? the external form has not gone live yet (QA stage).
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07-01-2015
03:27 PM
Thanks Sanford! Believe this is exactly what I was looking for. Will send this to my dev guy. Reason we are not using a marketo form is because its a single field form (just email address) and want to have the button on the right of the field, which I couldn't get to work in the form builder. Is this possible in marketo? Either way thanks for your response.
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07-01-2015
02:21 PM
1 Like
Developer question, I am using an external webpage and external form for our homepage. We want to be able to pass back a "filled out form" activity when they fill out that external form on our homepage. looking at the resource page on munchkin, we are only able to push back "associatelead, clickedlink, visitedwebpage" activity types. Is there resource on how we can push back a filled our form activity type? Thanks
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06-01-2015
03:17 PM
1 Like
I just synced a webinar to Gotowebinar. and the event Id's match so i know it is integrated. Have't uploaded any member yet. Someone has already signed up for the webinar via gotowebinar registration page, but its not showing up in Marketo any ideas why they are not showing up under registered? Bryant
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03-31-2015
03:06 PM
Great! do you know where i can find documentation on adding the code to the onSuccess handler?
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03-31-2015
11:13 AM
@Sanford W, Doesnt the API call need to be tied to a specific link/action? The link that I am trying to track is the embedded Marketo form submit, which is not part of the webpage. Is it possible to log a Clicked Link event off the form submit?
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03-30-2015
04:19 PM
We have multiple marketo forms embedded in non-marketo landing pages that direct to marketo hosted assets once they fill out the form. What is the best way to report how well each asset does? There is no high level form fill report (must use smart list for each form, we have lots), and no report for design studio assets. one idea was to create success landing pages for each piece, and to track page views or link clicks. But that would require creation of LP's for each in addition to the forms. (could be done, but lots of manual work and not scalable) any thoughts on how we can get a high level report on how each asset does?
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03-30-2015
01:39 PM
If we host on our own servers, couldn't we gate the asset from everyone besides cookied contacts? requiring net new to fill out form? And your right, I do not want to make more work for my developers. But think I will run into other reporting difficulities if hosting on marketo because there isn't a design studio/asset report. And we are hosting marketo forms on non-marketo landing pages... making it difficult to report on that too.
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03-30-2015
01:30 PM
I am running into the same issue. I have multiple marketo forms embeded on non-marketo LP's to download different assets. there is no quick report on asset downloads/views or a high level report on form fills. so unsure what other way than creating a smart list for each form fill...
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03-30-2015
11:35 AM
Was looking into hosting the assets on our own web servers managed by our web dev team... assuming if done this way we can better gate and capture data on prospects that were forwarded link.
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03-30-2015
09:53 AM
We are creating a online database of resources for our customers and prospects. (infographics, case studies, whitepapers, etc...) Is there a best practice for hosting these resources in Marketo and directing them to the URL after form fill vs hosting them elsewhere? One issue that may be a concern is we will not be able to track if link is forwarded. Thoughts?
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| Name | |
| Location | San Francisco |
| Date Registered | 03-02-2015 04:57 PM |
| Date Last Visited | Thursday |
| Total Messages Posted | 34 |
| Likes Received | 3 |
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