Sara_Greaves

Sara_Greaves

Contact Me
Online Status
Offline
Date Last Visited
‎01-28-2020 02:05 AM
Level 5
Joined the community 07-08-2015
Rank Icon Level 5
Columbus, OH
  • Re: Why would lead counts in RCE differ from within a smart list or re...

    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...

    image_type
    Discussions
    4336 1 1
  • solved badge Re: Do manually imported leads (via CSV) get saved to the lead databas...

    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 ...

    image_type
    Discussions
    4548 0 2
  • Re: Recycling closed lost opportunities

    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 m...

    image_type
    Discussions
    3162 1 1
  • Re: Recycling closed lost opportunities

    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?

    image_type
    Discussions
    3162 0 3
  • Re: Larger number of leads in lead data base than there should be

    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 (realizi...

    image_type
    Discussions
    1851 1 0
  • solved badge Re: Reporting on text only email

    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.

    image_type
    Discussions
    2940 0 1
  • solved badge Re: Determining existing customers vs. new customers

    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 tea...

    image_type
    Discussions
    2770 0 0
  • solved badge Re: Are there any Cvent + Marketo users here?

    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.

    image_type
    Discussions
    5274 0 1
  • Re: Marketing Qualified Lead Date not populating

    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?

    image_type
    Discussions
    3117 0 0
  • solved badge Re: Do manually imported leads (via CSV) get saved to the lead databas...

    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 lea...

    image_type
    Discussions
    4547 1 0

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Boost 50 Boost 50 Earned on 2.08.21 Earned by 204 people Select to learn more
  • Boost 25 Boost 25 Earned on 2.08.21 Earned by 356 people Select to learn more
  • Boost 10 Boost 10 Earned on 2.08.21 Earned by 710 people Select to learn more
  • Boost 5 Boost 5 Earned on 2.08.21 Earned by 1228 people Select to learn more
  • Boost 3 Boost 3 Earned on 2.08.21 Earned by 1811 people Select to learn more
  • Applaud 25 Applaud 25 Earned on 2.08.21 Earned by 449 people Select to learn more
  • Boost 1 Boost 1 Earned on 2.08.21 Earned by 4004 people Select to learn more
  • Applaud 5 Applaud 5 Earned on 2.08.21 Earned by 1844 people Select to learn more
Public Statistics
Date Registered ‎08-07-2015 07:04 AM
Date Last Visited ‎01-28-2020 02:05 AM
Total Messages Posted 71
Likes Received 103
Likes from