Geoff_Krajeski1

Geoff_Krajeski1

Contact Me
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Offline
Date Last Visited
3 weeks ago
Level 10 - Champion Alumni
Joined the community 03-06-2014
Rank Icon Level 10 - Champion Alumni
Marketo Consultant
Woodbury, CT
  • Re: Krewe Chats Episodes 7 & 8: Lead Lifecycle and Revenue Cycle Model...

    Amy Connor​What 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...

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    Blogs
    3115 0 0
  • solved badge Re: Token for year?

    Kim Gandy​I 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...

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    Discussions
    4354 0 2
  • Re: Make it possible to rename program "channels"

    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.

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    Ideas
    3152 0 1
  • solved badge Re: Token for year?

    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 ...

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    Discussions
    7804 1 4
  • solved badge Re: Opt-In Checkbox Strategy

    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 &...

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    Discussions
    6474 0 0
  • solved badge Re: Opt-In Checkbox Strategy

    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 ...

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    Discussions
    6474 0 0
  • solved badge Re: Token for year?

    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...

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    Discussions
    7804 0 8
  • Re: Allow right click / open in new tab or window under Used By

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

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

    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...

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    Ideas
    2775 7 2
  • Re: SFDC: Enable to use account team information for "change owner" an...

    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?

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    Ideas
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Date Registered ‎06-03-2014 07:10 AM
Date Last Visited 3 weeks ago
Total Messages Posted 792
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