John_Loveridge

John_Loveridge

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Date Last Visited
‎01-28-2020 02:05 AM
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Joined the community 11-07-2019
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  • solved badge Re: Can I create a custom qualification rule?

    It works! Thanks so much for all of your help. I learned a lot!

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  • solved badge Re: Can I create a custom qualification rule?

    Hi Chris,Yeah, I was talking to my coworker and told her it probably didn't work because of something I omitted to you. This makes sense and I'm going to test it out. Also, I'm a dummy and turned off the qualification rule to test the program - so case closed on that haha. I'm going to test this t...

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  • solved badge Re: Can I create a custom qualification rule?

    Hi Chris,I ran the program and ran into a couple of questions which you may know the answers to. First, it looks like the smart list didn't do its job. When I ran the program, it sent it to everyone. A lot of these people had blanks in HA purchase date field (what we are using in our smart list). If...

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  • solved badge Re: Can I create a custom qualification rule?

    Thanks, Chris! I'm going to digest and build this - I'm sure I'll be back with some questions. Really appreciate your help.

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  • solved badge Re: Can I create a custom qualification rule?

    Hey Chris,First I want to say thank you for the work you're putting in to help me out, I appreciate it!What you posted makes sense, I may just not fully understand how Marketo works and am making it more complicated than it needs to be. We sell hearing aids and about 4 years is the point where it's...

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  • solved badge Re: Can I create a custom qualification rule?

    Hi Chris,Thanks for the response! I think I understand what you mean. I cloned the smart campaign and added this trigger: So after the data in "Left HA Purchase Date" changes, it puts the customer back in the original campaign, which says to send an email out 4 years after purchase date. Is this co...

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  • solved badge Can I create a custom qualification rule?

    Hi there,As I currently understand it, there are 3 types of rules I can use: We sell devices that typically can be upgraded after 4 years. We want to run customers through once, but if the column in the database for the purchase date changes, we want to have them run through the campaign again once ...

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  • Re: Alert Client of Facebook Lead

    Hi Sanford, thanks for the reply. Moved it!

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  • Alert Client of Facebook Lead

    Hi there,I'd like to alert my clients when someone submits a form on Facebook. This is the closest article I could find, but I'm not sure if it's possible with Facebook. https://docs.marketo.com/display/public/DOCS/Alert+the+Sales+RepThis guide is exactly what I want to do, just with Facebook leads ...

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Public Statistics
Date Registered ‎07-11-2019 04:00 PM
Date Last Visited ‎01-28-2020 02:05 AM
Total Messages Posted 9
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