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I feel like I should know this but I am stumbling a little. It is my hope that the community can help.Situation: Lets say that we have 3M people in our database and based on our contract we are permitted 5M. We are cost focused so we don't want to just dump all of our contacts in Marketo. Having sai...
Thank you! It almost seems too easy! Tripped up on the basics. I appreciate the confirmation.Kristy
So this is where I'm at....My question is - are you able to apply tokens to this template say for a sales rep signature? I understand tokens but I don't see in Design Studio where I can edit the default for this template. I went into Design Studio>Emails and looked at all of those published for Sale...
Scenario: I am sending an e-mail for tomorrow at 9am (recipient time zone) and I am approving it now. It says that it will start in 15 min. Is this just like a head start? It won't actually send until tomorrow at 9am local time zone? Are you able to confirm?Chuck Merry FYIKristy
Are you using a centralized system (PM tool) to capture requests for approval/activation? If so, which did you land on or was it a custom solution?
Manage the hygiene of your database. We use a template that I found on a champion project. This is the template and we just built in thresholds.Kristy
Hi Nick,I find this post intriguing because most people tend to focus on the next best thing rather than looking back to help others. We are seven months into our implementation and here are some things that I would have done differently. We are a Fortune 500 company that was new to marketing automa...
We have not actually implemented a solution yet but we are exploring it. We are exploring using the Bulk Extract API and then taking the data that we extract and using Salesforce Einstein to create other views/dashboards for our sales executives and their leaders. We are only exploring this because ...
I get the SE & MSI. Seems logical and easy enough. In our situation we are using a webhook to send the leads over to Salesforce on existing contacts. So, we want to compel the SE to convert the lead. The business thought was that if we used IMs in the lead comment/desc via the payload that it would ...