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Thank you, Josh! We actually spent hours last week trying to figure out what the "Description" field in SFDC was called in Marketo. I would never have thought it would be called Person Notes.
Does anyone at Marketo have any thoughts on which way they would advise? We're looking to start a campaign next month that spans Feb & March with at least 4 emails going out. What do you advise is the best way to set this up? We generally won't have all 4 emails done at the beginning, so we won't be...
Subscribing...I'm curious on this as well. I found where I can run a list to see who forwarded the email and also one to see who received that email. However, I don't know if it will automatically add these members to my campaign and change their status as needed.
Thank you! That completely fixed my problem.
Another thing to make sure is that after you uncheck the publish box, may sure you approve the email or else the changes won't take effect.
This is not currently possible with Marketo. I do know that there is an idea out there for this with a lot of votes. You can vote on it here:https://community.marketo.com/MarketoIdeaDetail?id=08750000000Hw6LAAS
I'm looking for some best practice or pros/cons for how to do a long term promotional campaign. Basically, we have a promotion that will run from March-May with several emails that will be sent throughout that time frame. We use programs in Marketo & sync them to campaigns in Salesforce. What I'm tr...
We also do it by simply not creating a step to change the status in a progression if we don't want it to sync. For instance, most campaigns we have a step so that when someone opens our email, it updates the status to show as open. But we have a few where we don't care if they open, only if they tak...
I keep archiving our items from 2012, but the next time that I log into Marketo, they are no longer archived anymore. Any ideas on what keeps happening? I right click on my folder and say convert to archive folder. It changes to the little file cabinet icon. Then I go about doing other stuff but whe...
Thank you all for this discussion! I actually have the same problem as Lindsay. There is just no way we will ever be able to get our sales team to add contacts to opportunities. Our management is very much about the sales group having the least amount of admin work possible. They aren't even the one...