Mikes_Jones

Level 8

Joined the community 29-07-2014

Level 8

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Engagement Programs < Nest Programs Inside or Pull from outside?

by Mikes_Jones 09-07-2016

I have a question regarding engagement programs and best practices.We use programs nested inside of our engagement programs. However, lately I've been thinking that it might be better to have our programs in applicable folders and simply pull them into whichever nurture program(s) they qualify for. ...

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915 0 1
Re: Best Way To Add Status to Existing Channel?

by Mikes_Jones 09-06-2016

Thanks!

Discussions

1690 0 0
Best Way To Add Status to Existing Channel?

by Mikes_Jones 09-06-2016

I'm using a current channel in Marketo, but I need to add a status to it.When I go to edit the channel, I get a warning: "Warning: Do not copy labels from one field to another, this will rename the status in existing Smart Campaigns"'So my question is, how can I add a status without risking renaming...

Discussions

1844 0 2

Lead Management
Re: Any experience using Kapost with Marketo?

by Mikes_Jones 08-09-2016

Bump - anyone using Kapost with Marketo?

Discussions

762 0 0
Help With Lead Status (Lead & Contacts)

by Mikes_Jones 07-22-2016

Hey guys,So in our SFDC instance, we have two Lead Status, one for Leads and one for Contacts.They are essentially the same, however the Contact version has an additional option called "Active Opportunity".In Marketo, when I select Lead Status, I only get the options available for Leads, I don't see...

Discussions

1474 0 1

Lead Management
Re: Program Status Smart Campaign - One Smart Campaign

by Mikes_Jones 07-18-2016

I too pondered that a while back but learned that it's not feasible. Also, as pointed out above, Marketo only takes into consideration the first matching flow in a series of "If ___ then ____".

Discussions

1647 0 0
Re: Original Source Type and Registration Source Type

by Mikes_Jones 07-08-2016

Frank Breen thanks again for all your help! Your comments really helped me get on the right path, and I think I finally figured out the issue. It looks like certain fields in Marketo were marked as "Read Only", which was causing a sync error. Fixed it and now the syncing is working like it should.

Discussions

3135 1 0
Re: Original Source Type and Registration Source Type

by Mikes_Jones 07-08-2016

Just looked at the contact activity log, looks like there's a sync error for Contacts. Even though this doesn't have to do anything with the fields I'm trying to change, I think this may be effecting the syncing overall. Below is the error:"INVALID_FIELD_FOR_INSERT_UPDATE: Contact: bad field names o...

Discussions

3135 0 2
Re: Original Source Type and Registration Source Type

by Mikes_Jones 07-08-2016

Thanks for your help so far.Okay, so I ran the same smart campaign against a Lead in my system, and I saw the changes taking place like they should. This problem only seems to be having for Contacts as far as I know.Here are the two fields in Field ManagementThe one marked with (L) is for Lead, the ...

Discussions

3135 0 0
Re: Original Source Type and Registration Source Type

by Mikes_Jones 07-08-2016

Also I've noticed that the fields I created show up in Marketo under "Field Management" but I do not see them under "Field Mapping"

Discussions

3135 0 5