Veronica_Holme4

Veronica_Holme4

Contact Me
Online Status
Offline
Date Last Visited
‎09-21-2021 06:53 AM
Level 10 - Champion Alumni
Joined the community 01-10-2013
Rank Icon Level 10 - Champion Alumni
Principal Consultant
Sydney
  • Re: Using Marketo to Update Opportunity Stage

    Is there a specific reason you want to drive this from Marketo?As mentioned above, a Salesforce workflow or process builder would work far better. There's no way to do this (using the native sync) with absolutely no work in Salesforce. Even if you were to use Marketo to update a field or set a flag ...

    image_type
    Discussions
    2920 0 1
  • Re: Sales Insights - Outlook plug-in

    Hi - are you looking for an active notification (such as send alert to sales if email is clicked) or just a place they can check? Marketo Sales Insight itself on the Email tab shows when someone has opened and clicked (and shows a click+ symbol if multple clicks are registered). If you need an activ...

    image_type
    Discussions
    2598 1 1
  • Re: Reporting on Leads/Contacts not making it into Salesforce Campaign

    Can you check one of the records you know has failed to sync to see if it has a successful "Added to SFDC Campaign" activity in Marketo? I think perhaps you could run a smart list showing everyone whose program status in the program is correct but who don't have a corresponding Added to SFDC Campaig...

    image_type
    Discussions
    3298 0 4
  • Re: Unapprove an approved email program

    Davy - do you have any smart campaigns sitting inside the email program utilising the email A/B test in a smart list filter or flow step? Something like program status update smart campaigns or something like that? (they do not even need to be live) This can prevent you from unapproving the program ...

    image_type
    Discussions
    4433 1 1
  • Re: Best Practice for Changing Engagement Programs & Tracking

    Curious as to the inclusion of the "Paused" and "Moved Out" program statuses, honestly I would never do this. There are other ways to tell if somebody is Paused (Engagement Program Cadence) and I want to know how many people are a success in the overall Nurture program, so I would leave them at the ...

    image_type
    Discussions
    3040 0 0
  • Re: Inventory of an instance

    Can't speak for the ability of the API to do this, but no, I can't think of a way in the Marketo GUI to do this.

    image_type
    Discussions
    1643 0 0
  • Re: Can Marketo handle duplicate email addresses for different people?

    YES! Nice approach, I like it a lot!

    image_type
    Discussions
    4874 0 1
  • solved badge Re: Email A/B Testing doesn't seem to work.

    YOu are only showing the flow here. Can I confirm that the smart list you are using here is a trigger not a batch?Champion Challenger testing only works on triggered smart campaigns (that's it's primary purpose). If you are sending a batch campaign, I'd point you to the answer above, you'd need to u...

    image_type
    Discussions
    5739 0 2
  • Re: Custom SFDC field visibilty on Marketo

    Hi thereIn order to help you we need a bit more detail. Which object are you attempting to create the custom field on? A standard object such as lead, contact etc, or a custom object?)Also - you say that the SFDC-Marketo sync is working fine. What this means is that it is likely a permissions issue....

    image_type
    Discussions
    2686 1 0
  • solved badge Re: can someone explain how "campaign is requested" works?

    I 100% with certainty have seen Request Campaign triggers abused to such a degree that it impacts the ability for Marketo to function. By that I mean hundreds of them operating all the time. If you use them sensibly and within reason they're a really effective tool to manage workflows.I met someone ...

    image_type
    Discussions
    13451 2 1
Latest Tags
No tags yet

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Seeker Seeker Earned on 6.17.21 Earned by 681 people Select to learn more
  • Coach Coach Earned on 2.08.21 Earned by 91 people Select to learn more
  • Engage 1 Engage 1 Earned on 2.08.21 Earned by 834 people Select to learn more
  • Affirm 1 Affirm 1 Earned on 2.08.21 Earned by 713 people Select to learn more
  • Affirm 3 Affirm 3 Earned on 2.08.21 Earned by 214 people Select to learn more
  • Affirm 5 Affirm 5 Earned on 2.08.21 Earned by 152 people Select to learn more
  • Affirm 10 Affirm 10 Earned on 2.08.21 Earned by 104 people Select to learn more
  • Affirm 25 Affirm 25 Earned on 2.08.21 Earned by 51 people Select to learn more
Public Statistics
Date Registered ‎10-01-2013 07:59 PM
Date Last Visited ‎09-21-2021 06:53 AM
Total Messages Posted 421
Likes Received 296