Amber_Hobson

Re: Removal of Account Market Segment field in Salesforce

by Amber_Hobson 07-11-2014

The one thing that I would suggest since we have a similar field is to house it at the contact level, not the account or opportunity level. Our sales reps seem to care a bit less over what fields are on the contact than they do for the account and then you should be able to run a few campaigns to pr...

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Re: After exhausted content in an engagment stream

by Amber_Hobson 04-23-2014

Oh I'm really glad you hijacked it for that question! That's what started this today as well. We had it scheduled and I approved the new content about 2 hours prior to when it should launch yet the new email did not go out.

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After exhausted content in an engagment stream

by Amber_Hobson 04-23-2014

If I add new content after it's been exhausted, on the next cast will it automatically send that to the people that were previously showing as exhausted? Or is there something special that I need to do for this?

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2003 0 5

Lead Management
Re: Communication Limits Ignored as Default???

by Amber_Hobson 04-17-2014

What's really funny is that our company is the exact opposite. We want to pick and chose which campaigns use the limits and which do not. For instance, our promotional campaigns may ignore the limits while our thought leadership ones will use them. My biggest issue is that on engagement streams, the...

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Re: How to sync Email Performance from Marketo to SFDC

by Amber_Hobson 04-09-2014

Well, we do it in a different way. Since everyone that gets our emails is already in Salesforce, we change the member status to show as open, click, etc. Then we have calcuating fields that populate the information into Salesforce from there. It's not 100% perfect with what Marketo shows but it's re...

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1227 0 0
Has anyone used Marketo to create a scorecard?

by Amber_Hobson 03-12-2014

We're wanting to set up a score card for people to answer questions and then we provide them with a report as the thank you page pulling in information from what they filled out and weighting the results. Like do you do any of these items and each is worth X points. Then the thank you page will be t...

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768 0 1

Lead Management
Engagement program transitions - opens any 3 emails

by Amber_Hobson 03-03-2014

Hello! We want to have it switch streams if someone opens any 3-4 emails within the first stream of our engagement program. I'm having a hard time setting that up. Has anyone done this and have any suggestions on how to set it up?

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988 0 1

Lead Management
Re: Email program - SFDC sync

by Amber_Hobson 02-24-2014

It doesn't show up in the list at all. That's why I was so confused. I've done all of my normal troubleshooting...the email is approved and everything. The one that's highlighted in this image is the first email in the standard campaign where we did not split test. The one that we are planning on d...

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Email program - SFDC sync

by Amber_Hobson 02-24-2014

We have always had it where our programs sync to Salesforce and show opens email 1, 2, 3 etc and then clicks email 1, 2, 3. I'm attempting to set up our first nested email program within a normal Marketo program since we want to split test subject lines. The problem is that if I put my email within ...

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Lead Management
Re: Links with 20 instead of spaces...

by Amber_Hobson 02-10-2014

That's not the only time that it happens. If I insert a link and my link is "mailto:info@appliedsystems.com?subject=something something something" then it adds the %20 in between the words of the subject as well. Again, this is something that I can fix in the html editor, but it is more steps than s...

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