About Shailendra_Dube

Shailendra_Dube · ‎06-23-2019

I am having multiple nurture programs & I want to pause the other program for this person. If person A enters in Nurture program 2 then person A will pause receiving content from any other Nurture program if they are part of them.

Shailendra_Dube · ‎06-21-2019

Hello Members, I am designing a nurture stream & If someone enters in the nurture steam then they pause in any other streams they are currently in. Can anyone help in creating a Pause for this condition

Shailendra_Dube · ‎05-24-2019

No Change required in Marketo

Shailendra_Dube · ‎04-02-2019

Thanks, Jay It was working as per your first comment, some small mistake done was resolved.

Shailendra_Dube · ‎04-01-2019

Hi Jay, I have "added to opportunity" and "opportunity is updated" in Smart Campaign & added flow steps. Then I have updated the Opportunity stage in Salesforce, but Smart Campaign is still not triggered.

Shailendra_Dube · ‎04-01-2019

Thanks, Jay I will try this & will in this discussion.

Shailendra_Dube · ‎04-01-2019

Hi Community members, If the person has an opportunity and the stage is anything but not Closed Lost, Internal Test Account, and Duplicate, could we update Contact Status on the Contact object using a triggered campaign in Marketo?

Shailendra_Dube · ‎01-23-2019

Oh, but if don't have start date then we will not be able to create report for campaigns in Saleforce.

Shailendra_Dube · ‎01-23-2019

Hello Experts, What condition we have to add in Smart List, i am also working on the same program (randomly assigned leads to engagement program) Shailendra

Shailendra_Dube · ‎01-22-2019

When creating a NEW SFDC campaign from a Marketo program, is there any way to automatically set the campaign status to "Open" with a start date? Currently, in Salesforce it creates the campaign with a status of "Planning" with no start date.

Shailendra_Dube · ‎01-18-2019

How can i add start date in SFDC campaigns in Marketo? In salesfore campaign report Start Date is showing as blank & status is showing as Planning. Any help from experts is very helpful.

Shailendra_Dube · ‎01-08-2019

As for customer email, are you referring to the lead's email address? Review Marketo's Product Docs on tokens. Tokens Overview - Marketo Docs - Product Documentation We have Primary Contact Email Id field in SFDC Contact, so in Opportunity if there are more than one contacts one contact will be marked as Primary

Shailendra_Dube · ‎01-08-2019

Another issue i am facing in email is i am not able to find token for Opportunity Owner email & Customer Email

Shailendra_Dube · ‎01-07-2019

Yes Opportunity Owner is same as Lead/Contact Owner

Shailendra_Dube · ‎01-07-2019

What is your question around From Address & Reply-to? Do you want the sales owner information to populate? If so use the token - {{lead.Sales Owner Email Address}}. We need to send email to Customer from Opportunity Owner

Shailendra_Dube · ‎01-07-2019

Hi @ Nick Hajdin, Thanks for your suggestions. Yes we have lead lifecycle model implemented. We have Lead Lifecycle for customer with Smart List :- Data Value Changes | Attribute : SFDC Type | New Value:is | Customer So as per your suggestion i have added following trigger in Smart List Data value Changes | Attribute:Is Customer | New Value True Now in email what I have to add in From Address & Reply-to.

Shailendra_Dube · ‎01-07-2019

I need to do following Send an automated email to customer from opportunity owner after 2 weeks of close date Create task in Salesforce for opportunity owner to call customer after 4 weeks of close date Now till now i have done following Created smart list with filter Is Customer = True Has Opportunity 😆 Has Opportunity = True | Stage = Closed Won | Type = New Business Is above steps are correct? Now in email what I have to added in From Address & Reply-to. Can anyone help me give direction on this.

Shailendra_Dube · ‎12-19-2018

Hi Sanford, Actually i was confused about hoe to use token in Send alert field. But i am able to achieve this. Thanks for your solution.

Shailendra_Dube · ‎12-18-2018

Hi Allison, Can you please help me doing the same which you did. I have also the same requirement.

Shailendra_Dube · ‎12-18-2018

Thanks Britney, This solution almost works for me.

Shailendra_Dube · ‎12-18-2018

We have a smart list in place in Nurture campaigns which checks if Lifecycle Status is ML then New Status of Nurture program is Member

Shailendra_Dube · ‎12-18-2018

Yes all new peoples will enter in the nurture program. Now we want that leads which are created from the new form will not go to the nurture program

Shailendra_Dube · ‎12-18-2018

All new leads which are created in Marketo by any means (form fills, list upload etc) are entered into all active Nurture programs. We have created a new form & we want that any new lead created from that form will not go to any nurture program. Can some one from community to help me in this. Shailendra

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Date Last Visited	‎02-18-2020 03:30 AM

Date Registered	‎04-12-2018 03:20 AM
Date Last Visited	‎02-18-2020 03:30 AM
Total Messages Posted	24

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