Geoff_Krajeski1

Re: Krewe Chats Episodes 7 & 8: Lead Lifecycle and Revenue Cycle Model...

by Geoff_Krajeski1 12-09-2016

Amy ConnorWhat I was referring to more specifically was that you want to use {{system.date}} when you are changing revenue cycle stages.This helps later so that you can measure the velocity (speed through the funnel) by which someone progressed.We also use this method for specific content offers th...

Blogs

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Re: Token for year?

by Geoff_Krajeski1 12-09-2016

Kim GandyI have yet to experience an issue. However, I think there was one noted on the "View as webpage".Can't recall the resolution specifically though...

Discussions

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Re: Make it possible to rename program "channels"

by Geoff_Krajeski1 12-08-2016

I agree with Dan Stevens. The best use for Channel is the main category, Paid Social as in your example Greg. The subtype, or another tracking parameter can be utilized to define the specific source.This is at least how my instance is implemented.

Ideas

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Re: Token for year?

by Geoff_Krajeski1 12-06-2016

Kim Gandy ,It unfortunately is a time consuming process (but great for holiday week work LOL).My recommendation is to create a snippet (honestly) so that the redundancy is one-fold, and you only need to change in one place!I am still dealing with this in a super large instance with 450+ programs to ...

Discussions

7669 1 4
Re: Opt-In Checkbox Strategy

by Geoff_Krajeski1 12-06-2016

Much agreed Dory Viscogliosi!!Once you have explicit Opt-In, it is final until the user unsubscribes or requests via some other method to be removed from future CEMs (consumer electronic messages)Big point is to have auditable records:Documented methods through which consent was collectedPolicies &...

Discussions

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Re: Opt-In Checkbox Strategy

by Geoff_Krajeski1 12-05-2016

Great point on CASL. This is big sticking point, especially as 2017 is fast approaching!I'm currently facing reverse engineering the efforts put in place by my predecessors to document (as required per CASL law) the methods, policies and procedures, as well as all unsubscribe requests and resulting ...

Discussions

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Re: Token for year?

by Geoff_Krajeski1 12-02-2016

It is not a token field. This is velocity scripting Kim Gandy. You just add it to your email or template.It's been working just fine for me and the team at PR Newswire.If you need further Velocity knowledge you can look here: http://developers.marketo.com/email-scripting/ I have not yet experienc...

Discussions

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Re: Allow right click / open in new tab or window under Used By

by Geoff_Krajeski1 12-01-2016

Please vote for the original ideas here: Oldest found: Newer:

Ideas

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Allow right click / open in new tab or window under Used By

by Geoff_Krajeski1 12-01-2016

While investigating under Field Management (and/or Used By under other assets like Smart Lists), allow someone to right click and open the linked asset (smart list, campaign, etc.) in a new window, or by using alternate methods such as CTRL + Click.When inheriting a poorly (or non) documented instan...

Ideas

2709 7 2
Re: SFDC: Enable to use account team information for "change owner" an...

by Geoff_Krajeski1 11-30-2016

Grégoire Michel Can you help explain to me how this would differ from Auto-Assignment rules?Are you saying you desire the ability via flow steps or SLs specificly to access the Role and value pair?

Ideas

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