James_Leedom1

James_Leedom1

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Date Last Visited
‎04-13-2022 04:36 PM
Level 2 - Champion Alumni
Joined the community 25-02-2016
Rank Icon Level 2 - Champion Alumni
Denver, CO
  • Re: Tips for newbie implementing and managing Marketo for the first ti...

    Hi Lisa,I think there are a lot of helpful comments in here. My anecdotal experience to add is that dateTime stamps and documentation are everything. For example, we have a field thats called "Last Engagement Date" that we timestamp when someone opens an email, visits a web page, fills out a form, e...

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    5955 3 1
  • Re: Form fill trigger - have a question

    Sanford Whiteman​ is correct about this. You must use a static (or green) filter in order to pull this list in to batch them as members of the program. I would also use the filter for "Member of Program" and exclude anyone who is already a member of the program from after the trigger was turned on. ...

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    1240 0 0
  • Re: ~340k leads that need to be synced to SFDC

    Thanks for the quick reply Steven. I did a test and added a few hundred of the 340k leads to the Marketo campaign that is synced to SFDC at 1pm PT, and at 4pm PT there are still no leads in the adjacent SFDC campaign. Any ideas why?

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  • ~340k leads that need to be synced to SFDC

    Hi all, Cleaning an inherited system, cleaning up the scar tissue. Question 1 - Based on our system's sync capabilities via the "Sync to SFDC" flow step, I can sync around 530 an hour. Other options:-Sync ~6k overnight each night until completed-Export all leads, load to SFDC, duplicates synced back...

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  • solved badge Re: Freezing SFDC MarketoSync User for a Go-live

    Thank you, Greg!We will deactivate and re-activate.

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  • solved badge Freezing SFDC MarketoSync User for a Go-live

    Hi all,We are doing a huge push to production this weekend and in order to not mess with any processes we are freezing users that have the ability to edit all objects. I know that when we freeze the user in SFDC, there will be breaks in the sync. As I understand it, we cannot just disable the sync o...

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    1799 1 2
  • Re: New Trigger: Opportunity Created

    Are you using the lifecycle statuses MQL[MQC], SAL[SAC], and SQL [SQC]? If so, then any lead or contact on an opp will be moved to SQL or SQC when they are added to an opportunity. There is a trigger for data values changing which you can use for this. Hope that helps!

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    3378 0 0
  • Pros and cons to deleting unsubscribed leads in Marketo and not CRM

    Hey everyone,I was wondering if anybody has information on the pros and cons to cleaning up your database by deleting leads who have unsubscribed from our communications. I have set up an initial batch campaign for this as well as a nightly run that will keep the database perpetually clean. Any info...

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    3964 0 5
  • Re: Restarting Nurture Programs for those who did not receive one of t...

    Thanks for the reply, Jamie. I guess my main question is this: How would I restart the stream for people who were sent 1 out of the 4 emails, but that 1 email did not deliver? Is there a way to re-enter them into the stream and make sure that they do not get sent the same email?

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  • Restarting Nurture Programs for those who did not receive one of the e...

    I have a nurture program that had some individuals not receive one of the 4 emails in our stream. We have changed OP addresses and want to try resending those emails to the people that have not received one of our emails.In order to restart these individuals on this stream and make sure that nobody ...

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Public Statistics
Date Registered ‎02-25-2016 09:01 AM
Date Last Visited ‎04-13-2022 04:36 PM
Total Messages Posted 25
Likes Received 8
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