Sydney_Frusteri
Level 2
Andover, MA
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07-30-2018
06:07 AM
I had this issue. I had a Marketing Comments field that would continually get overwritten and I wanted to maintain the historical data for our SFDC records. I also wanted to include the date of the new information. To solve this I created a second field and used a trigger flow step and global tokens. Fields used: Original field: Marketing Comments New field: Form Field Marketing Comments. Flow steps: If "Data value change" is ( form field marketing comments ) then update ( Marketing comments ) to: {{system.date}} {{Lead.Form Field Marketing Comments}} | {{Lead. Marketing Comments}} What this does is it keeps the original data in the field Marketing Comments with the lead token {{lead.Marketing Comments}} and appends the new information in the field Form Field Marketing Comments via the lead token {{lead.Form Field Marketing Comments}}. An example of the format of the updated field would look like: July 30, 2018 Requesting quote for ABC in quantity 123 | February 17, 2018 Please provide additional information for your widget | December 5, 2017 I would like to get lead time on item Y. Does that make sense?
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06-19-2018
09:05 AM
I know in my own instance it's not a matter of ignorance - it's bandwidth. With 1-person MA team it's difficult to execute daily tasks while managing system-level programs.
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08-04-2017
10:40 AM
In our business model we have only a select handful of companies that we would include in ABM programs - the more companies you have the more campaigns you'll need. Also, in our business use-case, we do not have an excess of fields. Those two things must be taken into consideration prior to the solution that I've created for my own use case: I created a new field "generic company name". I created scheduled campaigns for the initial fill that, once complete, are followed by trigger campaigns. Campaign logic is: If "company name" Contains (), change "generic company name" new value (). Example: "Company name" contains (General Electric; GE Aviation, GE Power, GE Oil and Gas, etc.) change "generic company name" to (GE). For trigger campaigns: If "company name" changes to (General Electric; etc.) change "generic company name" to (GE) Using "contains" will help with variations in the user-submitted name (GE Power Houston, GE Power Boise, etc) I've found making a new field for this is helpful on several fronts. 1) it can be called for in any asset or campaign; 2) It can be called for in any list - this is especially helpful if you don't target by site/division; 3) it can help with DB reporting on company.
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12-08-2016
07:50 AM
I'm creating a form for internal use and I'm trying to figure out how to make a dependent field with different pick-lists for each value. . Example: Let's field 2 is dependent on field 1. Field 1 has values Food, Drinks, Cars, Dogs, and Sports. Each of those values will have different lists in Field 2. How do I go about making Field 2 having separate lists for each of Field 1's values? Is there a way to do that within the same field? OR Will I need to create separate fields (like Field 2 Food. Field 2 Drinks, Etc.) for each of Field 1's values? Thanks!
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09-29-2015
05:33 AM
Preview - that's the word I was looking for yesterday. That's what I was hoping there was. Oh well. Thanks Ed!
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09-28-2015
01:00 PM
Yeah, but WHERE can you see the programs before you import them?
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06-11-2015
12:53 PM
Thank you very much Josh. This will be very helpful in developing my report!
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06-05-2015
12:10 PM
We recently fully launched Sales Insight and my Sales Director really wants her whole team to be using this feature/functionality. Are there any reports available, either through Marketo or through SFDC, that can identify who is and isn't using the Sales Insight plug in? If there isn't one single report that can be created, what reports can I use together to identify who isn't/hasn't used SI?
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09-16-2014
02:04 PM
Has there been any more information on this? I am adding in some new names to my DB and will be emailing to them this week. Will the form landing page autopopulate if all form fields are set to autopopulate? I feel like it should but I can't find a definitive "yest"
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09-16-2013
09:05 AM
Is there a way to create a subscription to a smart list that would have that criteria?
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08-12-2013
08:19 AM
We currently set our forms to prepopulate with a customer's information with several of our fields using picklists. About two years ago, we increased specificity in a few of these picklist (my company is in the technology industry, so we specified fields like "engineer" to "hardware engineer","software engineer", and "Systems engineer"). The dilemma I'm facing is that it seems like obsolete information (like "enineer") are populating the picklist fields even though that option is not available, thus making it harder for our sales team. What are my options in this instance? I would hate to have these forms un-populated. Any ideas?
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- Tags:
- lead database
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08-12-2013
05:56 AM
Thanks everyone, I'll go back in and check out the email template. In some email servers, it remails locked, but it stretches in Outlook. I appreciate the help!
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07-31-2013
01:42 PM
See, the thing is I used a template that was already set up for me with our Marketo consultant. This problem only seems with Outlook though...
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07-31-2013
01:01 PM
Is there any way to lock the width of an email? I'm in the process of creating my first one, and in my tests, as you widen the email viewer, the text lines widen and the image moves to the right side of the viewer (it's right justified). Is there any way to lock the position of text boxes and images? Below is an example of what I mean; our template is set up with a certain width header image, but the text below and the footer images aren't locked. Has anyone else found a solution to this?
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- Tags:
- marketing activities
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