Sara_Greaves

Sara_Greaves

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Date Last Visited
‎01-28-2020 02:05 AM
Level 5
Joined the community 07-08-2015
Rank Icon Level 5
Columbus, OH
  • Re: Lead Scoring for Recycled/Not Ready Leads

    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...

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

    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 u...

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  • 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...

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    4107 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 ...

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  • 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...

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    3021 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?

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  • 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...

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    1728 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.

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  • 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...

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  • 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.

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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
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