jiuying_LI

jiuying_LI

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Date Last Visited
‎07-30-2021 02:11 PM
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Joined the community 24-10-2013
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  • Re: Custom Lookup Field in Micosoft Dynamics

    Hi Daniel, Finally we created another string field in Marketo, and sync with a string field in CRM. Then a workflow is created on CRM side to update between the "string field" and "look up field". Hope that helps.

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  • Re: How to export Acquisition Program Name by API ?

    Yes, I am afraid that it's the only way to do so. Need to creat another custum field... (we had too many already)Thanks for your advise

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  • How to export Acquisition Program Name by API ?

    When I export leads manuelly from marketo, I can have the field "acquisition program name" on my excel file.We would like use API to send leads to another platform. "Acquisition Program Name" is a important information, but we didn't find any "API Name" for this field.It seems to be the same proble...

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  • Re: Setting Acquisition Program using API

    Hi David, if you use API to send a lead into your program indicating : "Programme name"."List Name", then if it's a new lead, the field "acquied by" and "acquisition program name" well be set automatically by marketo.

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  • Re: Ability to share views with other users

    Totaly agree. I will be very useful to be able to share our Views with other users we choose.

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  • solved badge Re: MSD Users - How do you sync 'Has Opportunity - Contact' data to Ma...

    Hi Victoria,We synced our MKT instance after updated our MSD from 2011 to 2013. So for the initial sync, we are with MSD 2013 directly.For more information, MKT leadmanagement package didn't support MSD 2013 opportunity sync at the beginning of this year. In the new october's release, the following...

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  • solved badge Re: MSD Users - How do you sync 'Has Opportunity - Contact' data to Ma...

    Hi Victoria,We use MSD 2013. Now you have 2 system fields : one is "Account" and another is "Contact". It's sth new for MSD 2013.Well, our problem is event with this system contact field "contact", we still can't see anything in "'Has Opportunity - Contact'" ...Does anybody have positive experience ...

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    1977 1 0
  • solved badge Re: Add an A/B Test

    hum, what do you mean by "change the program type" ? Well, to use A/B test, you need to use Email Program...The flow you are already configured to send out email should be a smart campaign, not by using control Parnel, so that the control panel will be still avaible to make a A/B test. And you can ...

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  • solved badge Re: Add an A/B Test

    Hi, well, you may exclu the members who are already in you flows by smart list, and then make A/B test with the rest of the leads I suppose. But I think that your email program shouldn't be "finished".

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  • Re: Custom Lookup Field in Micosoft Dynamics

    Hi,We are looking for how marketo can manage lookup field in Micosoft Dynamics correctly.Adam, In MS CRM, you have a type of field which looks like a picklist, but it looks for value in another entity. For exemple, you can see a field Country on Prospect, where you have 200 Values, but those values...

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    3053 0 5

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Public Statistics
Date Registered ‎10-24-2013 04:47 AM
Date Last Visited ‎07-30-2021 02:11 PM
Total Messages Posted 32
Likes Received 58