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Before I turn this live for my sales reps, I want to make sure that I set this up correctly! We have a portion of our form fills, that when someone falls into specific criteria, they will be round robined between 2 sales consultants. For my campaign, I have my smart list set up based on the trigger ...
I've found that sometimes it takes a while for some of my updates to happen between the systems. It seems to be really random because one day I added a new field in Salesforce and it showed up less than 10 minutes later and then another time it took over 4 hours to show up.
But, how do you know if the field is Marketo only and not in Salesforce? We're trying to find the difference between those.
Thanks! I wanted to make sure my thinking was correct.
Can I set up a campaign to be triggered when a date field comes up? We want to send a series of emails starting 11 months after someone purchases a product. We have a date field showing that date. Can I do a trigger campaign that as soon as we hit 11 months from the sale, the email will go out? I'm ...
I can't figure out why the time zone for my events always defaults to Pacific time zone. The time zone for our Marketo instance is set for Central US (Chicago) and my personal time zone is also set for the same one. But whenever I create an event, it always sets it to Pacific (LA) time zone. Any ide...
Do you use Salesforce or Sales Insight? What we do is we have triggers for our current clients as we do for new prospective leads. We just train out client sales reps to look at the contact level to see what has been happening with the client, the same way a new business sales rep would look at the ...
I've had a similar problem in my reports. What I've found is that the rollup that will show us an actual average of the %, so if you have 25%, 50%, 75%, the average is 50%. But if you did actual total opens/delivers, it can be a different percentage.
I know there is a limit on the number of custom fields we can have within Marketo that are not in Salesforce, but how many is that? And is there a way to see what my custom fields are?
First, you need to make sure that your channel has the tags for pending and delivered in Marketo, before any of your other values. In Salesforce you also need to make sure that the campaign has Member Status that match these as well.Depending on how you do your workflow, we actually don't use Market...