Veronica_Holme4

Veronica_Holme4

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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: Can I use global tokens in an email template?

    Hi - what you're describing sounds a lot like a Snippet. If you create a snippet for your footer/signature area, and build an email template with that area as an editable area, when you are building your email you can simply replace that area with the snippet you want for that email (and snippets ca...

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  • Re: Report that shows campaign/event success

    Erin, I think you can achieve what you are after using a combination of program performance report filtered by channel. The program performance will give you all the successes in all programs run in that quarter, and if you've been diligent using programs, each program will have a channel associated...

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  • solved badge Re: One time email populated with custom data that will only be used i...

    If the custom data is the SAME for every lead, you could use My Tokens at the program level, which allows you to define a token with a specific value for that program.If you're talking different values for each lead, then you don't really have any choice but to go the route Josh is suggesting and bu...

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  • Re: 2 Salesforce campaigns - 1 program

    Honestly the way I would manage this is one of two ways:- Do not sync this program with the SFDC campaign, and manage the SFDC campaign sync actionsfor both campaigns through flow actions in Marketo smart campaigns- Do as Josh suggests, and have an additional smart campaign running outside the prog...

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  • Re: Date Token

    Apologies - left off the important bit - because Marketo would see the field (preferably a field on the lead, Contact, Account, Opp or custom object) you could then use a Token in Marketo based on that field to insert the value in the email.

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  • Re: Date Token

    Danny - are you using a CRM? You could potentially create a formula field that calculates the month value based on another value (expiry date for instance) in your CRM.Because Marketo has trouble reading formula fields in the CRM, you would then need an additional field so that the CRM could post th...

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  • solved badge Re: How can I define program success for a new Email Program?

    Hi Chris,Yes it does. Marketo gives you a dashboard that will show deliverability, clicks and opens, but it does not know which of these you consider a success. That's set as part of the program channel. So you need to tell Marketo, using a smart campaign that updates the Program Status, that someon...

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  • Re: How are attendees from a webinar we host updated and scored as att...

    Hi Lisa,OK, there's a bunch of things you will need to do.First, read the instructions around using the event adapter for Webex: http://community.marketo.com/MarketoTutorial?id=kA250000000Kyt7CACThis is a large topic which we have lots of doco around on here, but basically you need the following ste...

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  • Re: How to effectively prevent Marketo from generating duplicates?

    Hi Emma - Hopefully somebody else will post with a recommendation, I personally haven't used anything for Dynamics. Check out the Microsoft Dynamics Marketplace if you haven't already.There are some inbuilt tools in Dynamics to prevent users from inputting data that seems to be an exact field match,...

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  • Re: How to effectively prevent Marketo from generating duplicates?

    If a marketo form is creating a duplicate and you're capturing the email address and the emails are the same, this is incorrect functionality. Log a support request and we'll fix it 🙂

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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