Geoff_Krajeski1

Sync direction and setting master source

by Geoff_Krajeski1 01-04-2016

Is it possible that once a lead is linked to a record (contact) in Salesforce, to force the Account information to be "mastered" by SFDC?Meaning, that updates to the Marketo record will not take effect, and that any data updates will be written back (or potentially flagged for review) if it differs ...

Discussions

1486 0 1

Integrations
Re: Are these operational emails?

by Geoff_Krajeski1 01-04-2016

If they are directly related to a transaction, they may be considered operational in nature since they relate directly to the operation of your business.However, if they are more marketing focused without direct information about an order or transaction, then no, they would not be operational emails...

Discussions

3705 1 0
Re: Management of instances

by Geoff_Krajeski1 01-04-2016

Grégoire MichelIs this similar to SFDC where you can "promote" Sandbox content to your production environment?This would be most helpful when building programs, scoring models, etc, and then not having to rebuild everything in our production instance!

Discussions

3414 0 1
Enable multi-select with CTRL and/or Shift for multiple selections

by Geoff_Krajeski1 12-30-2015

Whether in the Lead Database (where there can be cluttered lists), the Marketing Activities, or Design Studio areas, it would be REALLY nice to be able to enable multiple selections whether using shift or CTRL keys.Having inherited an extremely dirty instance of lists is making my work arduous and m...

Ideas

2540 11 4
Re: Lead Score Decay question

by Geoff_Krajeski1 12-28-2015

What I've implemented in the past are the following criteria for my lead decay programRun on a schedule (weekly, daily, etc)Criteria:- If not clicked on email in last ## days- If not filled out form in last ## days- If not visited webpage in last ## daysMy decay rate in the flow steps took into acco...

Discussions

2381 1 0
Re: Tracking App Store Downloads with Marketo

by Geoff_Krajeski1 12-28-2015

Wouldn't using GA Universal analytics and in some way tying back with URL params (utm_* or otherwise) be able to be used as a trigger within a Marketo campaign?I've had many app downloads direct me to some kind of thank you page, or open one in the background upon first open/close of the app.Again, ...

Discussions

3680 0 2
Re: Becoming Marketo Certified

by Geoff_Krajeski1 12-21-2015

My best advice there is:Utilize the ramp-up and practice materials front to back, twice if needed;Located in the new University location here: learnadmin.marketo.com/ContentDetails.aspx?id=83BE4E182F3A423FABC045F276F4137DTake several practice examsReview the product documentation for the things you ...

Discussions

1110 3 0
Re: Valentine's Day, Yes or No?

by Geoff_Krajeski1 12-21-2015

But of course! She always has a free pass

default

3508 1 0
Re: Business need to create duplicate record

by Geoff_Krajeski1 12-21-2015

We ended up using JavaScript to prepend the email address.Then, upon entry to Marketo, we have an API script running to remove the prepended phrase.Working like a charm.Again, the real need here is that we have agents submitting on behalf of multiple clients, so activities need to be tracked under d...

Discussions

3198 0 0
Any way to change Marketo Outlook logging?

by Geoff_Krajeski1 12-21-2015

Per a colleague of mine, our sales team would like to modify the way the Marketo Outlook plug-in logs activity.Does anyone know how/if this can be done short of Marketo updating the tool?"Our sellers leverage the add-in's Send and Track feature. Outbound e-mails sent using the Send and Track feature...

Discussions

3440 2 9

Integrations Lead Management Sales Insight