Mikes_Jones

Level 8

Joined the community 29-07-2014

Level 8

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Re: Process for when a lead owner leaves company

by Mikes_Jones 09-26-2017

If Lead Owner was ______, change lead owner to ________-not sure if that logic exists, but would make it a lot easier to transfer from old owners to new ones.

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1811 0 2
Process for when a lead owner leaves company

by Mikes_Jones 09-26-2017

Hey guys,Just trying to wrap my head around best practices for when a lead owner leaves. Right now we don't have a great process in place so I feel as though some leads/contacts get lost in limbo. Is there a way to automate this in MKTO somehow?

Discussions

1882 0 5

Lead Management
change data value for multi-pick list

by Mikes_Jones 03-31-2017

can you use the "change date value" flow for a multi-pick list. So essentially, changing the data value and choosing more than one value with one flow step?

Discussions

1623 0 1
Re: Help Needed: How to add unique link to email based on token?

by Mikes_Jones 03-29-2017

Anyone care to share a solution to this? Thanks

Discussions

1209 0 0
Re: Running report for Marketo "Activity Type"

by Mikes_Jones 03-22-2017

Thanks ! Looks like it'll be a manual effort >_<

Discussions

1287 0 1
removing exhausted leads from nurture

by Mikes_Jones 03-22-2017

Is there any reporting implication of removing leads from an engagement program once they have exhausted all content? Trying to figure out the best way to proceed with exhausted leads

Discussions

1095 0 1
Running report for Marketo "Activity Type"

by Mikes_Jones 03-22-2017

Hello,Is there a way to run a report on a Marketo activity type. I see a "activity was logged" filter but it pertains to Salesforce and not MarketoThe reason why I'm asking is that we've had a bunch of leads not syncing back to SFDC lately due to a new configuration we've set up. The only problem is...

Discussions

1491 0 3
token for capturing date a lead exhausted content in a stream?

by Mikes_Jones 03-21-2017

Is there an easy way to capture the date of exhaustion for a nurture program via a token?Trying to set up an interesting moment for when a lead exhausts all content in a nurture stream - I have the token for campaign name but not sure if there's a way to get that date.Thanks

Discussions

2072 0 4

Lead Management Reports & Analytics
Re: Remove from Nurturing When Content is Exhausted?

by Mikes_Jones 03-21-2017

Is there any reporting implication of removing leads from an engagement program once they have exhausted all content?

Discussions

3465 0 1
Re: All programs/campaigns gone from Marketing Activities

by Mikes_Jones 03-06-2017

Nevermind, MKTO has the following message posted under "submit a case"Issues with Marketo Navigation TreeUPDATE: The tree service has been reverted to the previous release and is performing better. We are still investigating the root cause of this issue. ALERT: Some customers may be experiencing pro...

Discussions

2709 1 0