Ashley_Long

Ashley_Long · ‎06-19-2019

That makes sense. Unfortunately, our Demographic scoring isn't fully fleshed out at this time, so I'd hate to use that for Stars and have everything be at 0.

Ashley_Long · ‎06-19-2019

Yes, and I have configured our Interesting Moments to be used in this way. I was just hoping there would be a digestible (non-duplicated) way to show exactly what activities were earning what points. I think Interesting Moments will work for us at a high-level.

Ashley_Long · ‎06-19-2019

Thanks Chris! I definitely think this is our issue - I'll look into the padding.

Ashley_Long · ‎06-19-2019

That's what I was afraid of. It does seem to be information overload (especially for a sales rep), but I suppose it's better than nothing. I'm not sure what is the limiting factor on the Score changes shown. I'm seeing somewhere between 7-9 line items. What's odd is that if there's not a large number of items, there is a link to "Go to list" and view what looks like ALL score changes on that contact. But I'm not seeing that for contacts that have more than a few score changes... Maybe it's a bug? Or I'm wondering if the width/height of the module is being manually set in SFDC, so it's cutting off the information and hiding that link.

Ashley_Long · ‎06-18-2019

Can sales reps expand the Score tab in the Marketo Sales Insight section on a SFDC contact/lead to get a more detailed picture of that person's activity? It seems like only a few line items are visible, with no option to expand or view the full list of activities.

Ashley_Long · ‎06-18-2019

Our scoring system has three Score fields: Demographic Score, Behavior Score, and Person/Lead Score, where Demographic Score + Behavior Score = Lead Score. When a person completed a scored activity, those points are added to both the Behavior and Lead Score fields. This is somewhat redundant, but intentional. My question is, can I limit the Score tab in Marketo Sales Insight to only show changes to Lead Score, so that reps don't need to sift through duplicate line items for the same activities? Please see the attached screenshot for an example. Thanks!

Ashley_Long · ‎04-03-2019

Is there a way to limit my smart list attributes to return values that only match a whole word? For example, I'm attempting to pull job titles that contain "OT" (as seen in "Director of OT" or "OT Supervisor"), but keep returning titles like "Director of Emotional Learning" or "Motor Services Coordinator". I've tried including the phrase in quotations (a la Google search), but that doesn't seem to make a difference. I also tried including a space before and after OT to try to enforce the whole word, but that space is not maintained when the list is generated. We collect a lot of data straight from customers, so there is a lot of variation and listing out all possible options for job titles is not very feasible. Any thoughts?

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Date Registered	‎08-28-2018 09:54 AM
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