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: how to sync lookup field to Marketo?

    Teresa - Since a Lead can be associated to multiple campaigns what exactly does the formula need to do? Original campaign source? Most recent campaign? What are you looking to accomplish exactly?

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    8287 0 6
  • solved badge Re: Updated campaign member status not syncing from marketo flow

    Hi - are you 100% sure that the Marketo sync user has write permissions for Campaigns in Salesforce?

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    4101 0 0
  • Re: Uploading a lead list question

    So - let's say you upload 221 and 198 are "acquired". Acquired means that they are a new person/lead in your database when you upload the list. This means that 23 leads were already in your database and Marketo deduped against them on list import, so they were not acquired by this list import.Reason...

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    Discussions
    1094 1 0
  • Re: Turn off engagement program at a certain date

    Unfortunately no. The closest I've ever been able to come to this is on the smart campaign that adds new leads to the engagement program I've set an expiry on the scheduled adding of new people into the program, so that acts as a defacto "off" switch on a scheduled date.There's nothing automated at ...

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    Discussions
    1356 0 0
  • Re: Emails do not appear to be sending in the right time zone

    Hi Whitney - what kind of email volume are we talking here? Is high-volume delaying your sends?Also - check your local time zone settings. If the person who is setting up the schedule has a different local time zone set than the instance time zone, it'll send in the time zone of the person who set u...

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    1033 0 0
  • solved badge Re: Updated campaign member status not syncing from marketo flow

    Highlight the Email Program. Generally the view you will see is the four-tile Control Panel view. Change this view to the Summary view, and see if you have a Salesforce campaign already synced. If you do have a sync already, what you need to do is use program statuses in the program to change the st...

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    Discussions
    4101 1 10
  • solved badge Re: Form submission - capping registrations

    So frustrating the lengths we still need to go to in order to achieve this. I brought this up (again) in the product management session this year but it's not on the roadmap. There are some very good signs towards it though, such as scheduling the expiry of assets that is on the roadmap, that makes ...

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    5688 4 0
  • Re: How many times an email has been opened and/or clicked at the pers...

    Yes, good point. You'll probably have to go down to individual specified links being clicked a min number of times, that could get very messy and hard to manage very quickly. Hard nut to crack that one.

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    3247 1 2
  • solved badge Re: Integration with salesforce (opportunity object)

    Hi - these types of questions are really hard to answer from a distance, particularly without access to your Salesforce instance. I genuinely suggest you work with Marketo Support on that - they will need to get lots more information on your sync setup and will be able to work through different sync...

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    1953 0 1
  • Re: How many times an email has been opened and/or clicked at the pers...

    Hey Karina - I think we need more info on your use case. In the above lead scoring scenario I don't think I'm understanding what you're really trying to do. If you use Opened Email and Email is Any, you could then use the Minimum Number of Times constraint, that isn't getting you what you want?

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    3247 1 4
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Date Registered ‎10-01-2013 07:59 PM
Date Last Visited ‎09-21-2021 06:53 AM
Total Messages Posted 421
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