Adam_Benitez1

Great advice. When I've used RingLead in the past, I made sure to keep an export so I could fix some not-so-ideal data populations. We now use LeanData for Routing and they also have an incoming merge feature that we're using so it's more systematic. They probably have records of the old data. I'll have to look into it, but this creates a lot more work for sure. ... View more

Yes, there would absolutely need to be conditions. This is especially true for source fields. ... View more

You would be getting subscriptions for the type you choose for the leads you choose. Unfortunately, it won't subscribe you to all Web leads if you choose "Web". Maybe try subscribing to "Web", "Email", "Milestone" for a lead you know will do some activity to see if it works. So just to clarify, you would have to subscribe to each lead individually for that "Type" or "Description" to get notifications when that lead performs an activity that fits. To me, it's better to just choose to receive all notifications (check by the name of lead) instead of restricting, but that's assuming your Interesting Moments are mostly interesting. ... View more

Hi, Alexis. Yes, that's how you do it. There may be a couple of minute lag from when you click Subscribe though. To have their lead feed work, you'll have to check the RSS Feed setting in Admin > Sales Insight > Settings > RSS Feed. Enable RSS for Sales Insight - Marketo Docs - Product Docs ... View more

If you need to be able to make changes within 12 hours prior to launch and are using a regular email send program make sure you don't have other large campaigns running at the same time or they could be put in a queue to be processed after the others. And even despite this, if you have a shared Marketo server I believe it could still be slow if all the other companies sharing the server are running large campaigns at the same time. You can talk to your rep about getting on a singular server if this is causing the delays and it's that much of a concern. ... View more

Obvious question, but do they have the same email address? If yes, then is the Contact already in Marketo? If the Contact isn't in Marketo, then even though it is in SFDC, Marketo won't know to merge the lead it has in Marketo with the SFDC contact, thus it will create a new record. ... View more

Yes. Good catch. Forgot to mention that. ... View more

One additional note. If you have any campaigns within the programs, make sure you have the same fields created in both instances, otherwise the program migration will fail. ... View more

Hi, Monica. Yes, you can do this pretty easily. If you're in production and want to move a stage program over:      1. Click the New dropdown      2. Click "Import Program"                     3. You'll see:                          4. From here, you can choose to bring in from the Marketo Library, your Stage environment, or any other environment you have connected.           Our Stage environment is called "Talend Development Instance", so we would choose this:                      5. After, choose your Import Program                     6. In Step 2, choose the Production Campaign Program you want to import the Stage Program into                     7. The upload should be done in a minute or two ... View more

Hi, Dona. You'll want to:      1. Create an Email Program      2. Create your email and add to the Email section of the program                3. Click into the "Edit A/B Test" area you see in the lower, right corner of the above pic      4. You'll then see this, where you can determine your A/B test criteria and the percentage to test before declaring a winner           ... View more

Hi, Elizabeth. The "Drip Nurturing" section of the Product Docs page is a good place to begin learning about engagement/nurture campaigns: Easy (Drip Nurturing) - Marketo Docs - Product Docs  Do you have any specific questions? ... View more

Also, if you move your cursor over the column name, it'll show you some details around the column or how it's calculated. In the case of Won %, it says Won/Closed. ... View more

Hi, Ian. Won % can look a little odd if you are not showing the "Closed" column, since Won % is based off of how many wins you have out of all Closed opps. To make this appear,      1. right click on any column      2. hover over "Columns"      3. check the "Closed" column           After, you'll see this column:                And the data will make more sense. With regard to the date filters, it's important to know that "Lead Created At" and "Lead Created Date" are not the same thing:      (1) "Created At" date reflects when a lead first entered the Marketo DB, potentially as an anonymous visitor long before their first      Marketo form fill.      (2) "Lead was Created" date represents when the lead first become known via completion of a Marketo form fill. I don't have the "Lead Create Date" in my instance, but if it's looking at when a lead became "known" in Marketo or your CRM, then this is not the same as "Created At", which, as per above, shows when the lead first entered Marketo (anonymous or known). So, w/o the "Lead Create Date" filter, you're saying 'all leads, anonymous or known, that were created in Marketo in the last 90 days', but w/ it, if I'm understanding this filter correct, you're saying only known leads created in the last 90 days. This will give you 2 different outputs. With regard to the totals changing between the 2nd and 3rd picture/report, I don't see any totals that changed. Which ones do you see that changed, specifically? Hope this helps. ... View more

Josh, we have centralized scoring and IMs as that's how Marketo advised us to set it up initially. What you suggest makes sense. Do you have 1 program for main scoring and IMs with each trigger campaign having 3 flow steps (lead score, behavior or demo score, and IM)? ... View more

Are you saying that the Event Status doesn't change to "Event Complete" after the webinar has been completed? It should do this automatically if the integration is set up and the event is scheduled and linked correctly in On24. Here are the options that may appear: ... View more

Try using Webhooks to create your formula: Using Formulas in Marketo . I haven't tried it yet so can't vouch for it, but if it works, please let us know. ... View more