Elliott_Lowe1

Elliott_Lowe1

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Date Last Visited
‎01-12-2022 01:51 PM
Level 9 - Champion Alumni
Joined the community 05-02-2015
Rank Icon Level 9 - Champion Alumni
Head of MarTech Operations
New York, NY
  • Add count of number of leads with a value in a field to Field Manageme...

    When evaluating whether a field is being used or not, Field Management allows me to see all of the Forms, Smart List and Smart Campaigns, where the field is referenced, which is helpful. Also helpful would be an indication of the number of lead records that have a value in the field, so you can see...

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    Ideas
    2298 8 4
  • Re: How do you create a SmartList based on Salesforce Opportunity stat...

    Do your sales reps assign Contact Roles to Opportunities? if not, then Marketo cannot associate an Opportunity at an Account with a specific lead and that may be why your smart list is not finding any leads using the Has Opportunity filter. If there are too many Opportunities to update their Conta...

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    Discussions
    1272 0 1
  • solved badge Re: Marketo SFDC intergration - SFDC Contacts

    You can prevent Marketo from updating data in any SFDC Lead/Contact fields. When someone submits a form, does this data go into Marketo or into SFDC? If forms submit into Marketo, do you want new leads to be added to SFDC? if so, you will need to use field blocks to prevent Marketo from updating e...

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    Discussions
    1934 0 1
  • solved badge Re: Track page tag

    Sanford Whiteman​ the link you provided displays a blank page for me. Is there an alternative link to that content?

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    Discussions
    3345 0 1
  • solved badge Re: Is there a limit to the number of postal codes in a smart list?

    I think the reason for our discrepancy is because Marketo's limit is based on the number of characters, not the number of values in the filter. For example, I was able to add 2,279 email addresses to the Email Address field filter, but when I tried to add an additional email address, it would not a...

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    Discussions
    2205 1 0
  • Re: SFDC campaign sync recovery

    I agree that the backlog should have definitely cleared after a couple of days. Are other leads that are program members syncing to the SFDC campaigns? Did you try using a Sync Lead to SFDC flow action on the affected leads to see if that would trigger the campaign sync? You might try changing the...

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    Discussions
    1329 1 0
  • Re: Must fill out form first

    As I recall the process was that Sales used Add to Marketo Campaign in Sales Insight to invoke a smart campaign that added the authorized lead to a static list and sent the lead an authorization email with a link to a LP. Then when the lead visited the LP, it pulled in dynamic content with the vide...

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    Discussions
    3027 0 0
  • solved badge Re: Trying to fix lead source, isn't updating through campaigns

    Check the field in Field Management - there is likely a field block on 'Flow change data value'. If you remove that, then you will be able to update the field value.

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    Discussions
    1296 2 1
  • Re: Must fill out form first

    At my previous company , we had a video hosted on Vimeo and using dynamic content in Marketo, we were able to allow a lead to view a video one time. If they wanted to view it again, they needed to submit a form again. It's been a couple of years since I did this, so I don't recall all of the parti...

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    Discussions
    3027 1 2
  • Re: Smart list, email de-dupe

    Do you want to remove duplicate emaill addresses from your report or from Marketo? I'm concerned that you do not use email address as the unique key as that is a key part of Marketo's architecture. Why would you want multiple records with the same email address, but different 'registration keys'? ...

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    Discussions
    3547 0 6

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Public Statistics
Date Registered ‎02-05-2015 10:16 PM
Date Last Visited ‎01-12-2022 01:51 PM
Total Messages Posted 382
Likes Received 323
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