Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
Amanda Thomas This deck is really great. Have you seen a good response from your Sales reps since presenting this deck? What type of sales profile are most of these folks? I have conducted the same type of presentations (less the cool memes), and because our reps are mainly outside reps we get v...
Unfortunately, you can't get that information in RCE (only summary data). What type of program did you send that email through? Was it synched with your CRM?
Yes - if you know the date and program attributes by which the email was sent, you can pull the email name (or the email subject) into the Email Analysis Report for that time frame. RCE will report on the email as having been deleted, but since RCE is based on a data warehouse that refreshes each n...
Hi Sara - if you were at Summit, there were some great tips on this topic in the ProTips session. I can send you a URL link to some of their material.
Patricia,I would heed Greg's advice regarding centralized scoring. There are some great sample programs in the Marketo program library that you can use as a starter. The first org that I inherited had scoring workflow scattered throughout campaigns and it made our scoring model very hard to defend...
Are you trying to report statistics on that email that was sent? If so, you can use the RCE email analysis to evaluate the email performance.Unfortunately, in the current MLM application once an email is deleted it is forever deleted. It is always best to archive an asset if you believe that you w...
I'm assuming that you have this Smart Campaign as a child of your Engagement programs (this would make the most sense). The way that I've handled it is to use the Data Value Changes as the trigger in my Smart Campaign and then use "Member of Engagement Program" as a filter in the Smart List. In th...
Cheryl Chavez I just created an admin formula field to use in lead diagnostics. Unfortunately, I can't see it now in my RCA custom field sync. Are formula fields not able to be used in RCA reports?
Thanks Mike. I hadn't received any response to this question yet