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I figured it out... it was our own fault. 🙂 When we uploaded our list, we put the wrong column as email address. I'm so glad when this happens on short emails!
Here's what I set up in Marketo....And this is what I get in Salesforce... I'm not able to tell when looking at the record which lead/contact in the database the activity goes with.
I just did a workflow where when an email is sent, it is creating a task as a follow up in SFDC for the sales rep. The problem is that the task is not actually assigned to a contact, lead or account in Salesforce. The "Related To" field at the task level is empty. This means that my reps can't tell ...
I'm having a problem where Marketo is overwriting what our reps are listing for fields within Salesforce. Is there a way that I can make it that Marketo does not overwrite any Salesforce data unless the field was blank to begin with? I'm really struggling with this one and not sure how to set this u...
Thanks, Josh! I just got mine and I'm excited to go through it.
Wow...Now I really don't want to upgrade my version of GoTo. Does anyone know if GoTo will go back to allowing you to turn off their emails? We like to have our confirmation emails go through Marketo so that they can be on a matching template to our invite.
Do you have a trigger campaign set up to automatically add activities when a new lead is created? Or else go into the Admin section and see which activities are being pushed to Salesforce automatically. I know we had activies checked for those, but then our sales group didn't like them.Go to Admin -...
This is very helpful! We've been trying to figure out the best way to do it and aren't sure if what we have started using is how we like it.We set up a channel for multi-email campaigns and then have our progression steps showing open email 1, click links email 1, opens email 2, etc. It works, but I...
I think that you will have to set up a different program/event for each webinar, even if you do the form only once to get the integration to work. But each program would then be synced to 1 particular webinar within GoTo. They would each have the trigger campaign within Marketo that shows fills out ...
And for the second part, as of right now, you cannot change the time zone.