About Sara_Greaves

Sara_Greaves · ‎01-12-2018

Hi Ricky, I can't find the original post from Dory Viscogliosi (to be fair, I didn't look too hard), but you can create the custom fields that she mentioned below. You have to go into the admin section to add the custom fields. It's pretty easy to do. Once you have the fields created, you would navigate to the revenue cycle analytics portion of admin and then navigate to the custom fields area:

Sara_Greaves · ‎01-04-2018

Dayna Wellman and Abby Dunn - we might want to keep this top of mind for the future!

Sara_Greaves · ‎01-24-2017

Hi Stephen, Personally, I do something very similar to what you do. I just maintain mine in a narrative style format. I like being able to describe the test in detail and write out any conclusions. Since I share this information out to stakeholders, it seems like this format is easier for them to digest. This may not be relevant to your business, but I track who requested the test, what product line the test was related to, and what the specific CTAs or subject lines were, for example. It sounds like what you're doing will work!

Sara_Greaves · ‎01-19-2017

Hi David, I'm going to echo what Greg said - I think you need a smart list. It sounds like you were trying to use the smart list tab of a smart campaign. You can create a smart list asset on its own by creating a new local asset. In the smart list tab, you would use the filters you mentioned above. You would then look at the "people" tab to find how many people filled out your form. Hopefully that helps!

Sara_Greaves · ‎01-19-2017

We require final email copy and creative 2 weeks prior to desired deployment date. This does not include nurture campaigns, just webinar programs, outbound emails, landing pages, etc. We only make an exception when there's an urgent, time-sensitive request.

Sara_Greaves · ‎01-17-2017

Hi Robert, Can you clarify what you are trying to do? I'm unclear if you want to send the email to all four lists every month, or you want to send the email to list 1 in the first month, send the email to list 2 in the second month, etc. I just want to make sure that I can tell you something that would work for your scenario.

Sara_Greaves · ‎01-10-2017

Hi Aparna, Here is a link to why people sometimes prefer to do a recurring batch campaign instead of a trigger campaign (if this is what you're asking in your last question): Before You Pull the Trigger on Triggers

Sara_Greaves · ‎01-06-2017

You can uncheck the is required box (under behavior) if you don't want the fields to be required.

Sara_Greaves · ‎12-29-2016

Hi Akalugwu, Here's a link for creating post-event surveys in webex: Event Center: Create a Post-Event Survey (WBS29... | Cisco Cloud Collaboration Help Central

Sara_Greaves · ‎12-29-2016

Hi Paul, You can reduce the lead's score the same way that you would reduce the score if someone is inactive for a given period of time or does an undesired activity (you can find plenty of discussions on this if you search "lead score delay" in the community). You can trigger the decrease from a rep's action, for example changing lead status to not ready. The lead can continue engaging with content until he/she again hits your MQL threshold for being passed to sales. You can also create nurture streams based on the reason why a lead is being recycled. If you have a field like "recycled or disqualified reason," you can trigger someone into the approach nurture stream based on this data value change.

Sara_Greaves · ‎12-29-2016

Hi Rachel, Do you have another way that you could potentially identify these leads? For example, you may have put people into a list because they were invited to a webinar. The person's program status may have also been updated to invited after you added them to the list. While you won't be able to use a smart list constraint for member of list now that the list is deleted, you can query by the appropriate program status, for instance. You will end up creating a smart list and essentially be working backwards to build the logic for how people were added to the list in the first place. When you are sure that you have identified the people who would've ended up in the original static list, you can then delete those leads.

Sara_Greaves · ‎12-21-2016

Something else to keep in mind is that when you are pulling a smart list, you have a unique count of leads. If you are pulling a program membership report in RCE, for example, the lead count isn't unique (i.e. the same person could be counted in multiple programs). What report in RCE are you looking at?

Sara_Greaves · ‎12-21-2016

You won't automatically delete the leads in the list. You can think of the list as a container for the leads. Just because the container is deleted, the leads inside of it aren't. When you're looking at the leads tab of your static list, you will see that you have the option to delete the leads you want to remove from the database. There are other ways you can delete leads too, but it just depends on your preferences.

Sara_Greaves · ‎12-20-2016

Why would you score contacts separately from leads? You also should still be able to access "lead" attributes. You can look at the lead info tab of your contacts and leads in Marketo to verify that they have information you're looking for. In salesforce, your lead detail layout likely just doesn't match your contact detail layout. Here are some samples with fake leads (so that's why a lot of info is missing) Here is our lead detail: Here is our contact detail: You can work with your salesforce administrator to make sure that your contact detail page displays the information that you need it to when you pass a marketing qualified contact back to sales. Is that helpful?

Sara_Greaves · ‎12-20-2016

Hi Robert, Is someone creating a contact in salesforce specifically for the opportunity? Why can't you nurture the contact that is synced to Marketo via the opportunity?

Sara_Greaves · ‎12-20-2016

Hi Rachel, You can check the duplicates system smart list in the lead database to look for potential duplicates. Something that I've seen happen that can inflate numbers in a database is when people upload a list without email addresses. They will then upload a list containing email addresses (realizing their error). Instead of deleting the leads they accidentally imported without an email address, they have left them in the database. The source of our duplicates is actually primarily due to reps in salesforce. They haven't traditionally deleted leads or merged leads, and they have been creating new leads every time lead information changes.

Sara_Greaves · ‎12-19-2016

Hi Jennifer, I think you will find your answer here: https://nation.marketo.com/message/125914#comment-125914 Essentially, there's not a way to pull that report at this time.

Sara_Greaves · ‎12-15-2016

This is a problem for us too! We would like to remove Canadian leads from our lists (.ca domains), but the contains filter doesn't work for us because we do want to target California leads that often have .ca in the email address (school email addresses).

Sara_Greaves · ‎12-15-2016

Hi Jonas, We have this problem in the sense that we don't sync opportunity/purchase data into Marketo (yet). What we do to make sure that we don't email customers to try to sell them a product they already have is we create purchase lists that we can exclude in our individual campaigns. Our sales team will provide a bi-weekly export of purchase data. We then create product-specific lists of accounts that have purchased a product within a time frame that makes sense with the sales cycle for that product. When we create a campaign for a product, we just make sure to exclude the accounts in the relevant list. It's not an ideal process, but it works until we complete our data integration.

Sara_Greaves · ‎12-14-2016

Hi Ayan, We had some issues (with INXPO) that were related to duplicate leads. When there was a duplicate lead, the data wouldn't sync back into Marketo. Dayna Lessig can elaborate on these issues if you're interested.

Sara_Greaves · ‎12-14-2016

Hi Jess, Here's how we do it and it works for us: Is that the only action you have in your flow step? Are your leads getting held up somewhere else?

Sara_Greaves · ‎12-14-2016

Hi Rachel, What Emma said is correct. Any time that you add a lead (csv file upload, manual creation), the lead will be added to your lead database. If you're concerned about the total leads in your database, I would comb through them to see if you can delete any. We just deleted a good number of leads with invalid email addresses to free up some space.

Sara_Greaves · ‎12-07-2016

Jess Korn - what Devraj said! You can find out who the contact and account owners are by looking in salesforce. I do it pretty quickly through a salesforce report.

Sara_Greaves · ‎12-07-2016

Hi Jess, Are you asking how to send an alert to the account owner instead of the lead owner (because the lead owner was a sales rep who left the company)?

Sara_Greaves · ‎12-05-2016

Hi Laurence, Devraj's definitions should help you to interpret your results. Are you using the web page activity and email performance reports? You can find more information about the report types in the product docs. I like the chart here for a quick reference: Report Types - Marketo Docs - Product Docs

Sara_Greaves · ‎12-02-2016

Thanks for the feedback everyone! If you are using one generic lead scoring program (like Juli James), can you walk me through how you manage routing leads to your reps? In our organization, reps don't own accounts, contacts, or leads - we have up to 8 reps on one account (one per product portfolio) and the lead is serviced by the appropriate rep based on the customer's product interest. I'm interested to hear if any of you have navigated a situation similar to the one that my business is in with just one generic lead scoring program. Do you see a good way to use one generic program that can route to different reps based on their engagement with each product portfolio?

Sara_Greaves · ‎12-01-2016

Wow - this is interesting. Thanks for sharing.

Sara_Greaves · ‎12-01-2016

This is great. Thanks!

Sara_Greaves · ‎12-01-2016

Definitely keep us updated!

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