Valerie_Armstro

Re: Writing email script

by Valerie_Armstro 10-20-2016

Sanford Whiteman to the rescue again! thank you.I am having one issue though with the default value. When I preview the email using the lead details, the default link works. However, when I send myself the sample email, it opens an about:blank page. I've tried changing the URL to see if that wa...

Discussions

4612 0 1
Writing email script

by Valerie_Armstro 10-19-2016

Hi Community,I am not an expert on writing email scripts so I would love your help writing one for an upcoming email send.The logic I want to use is based on the Lead Owner Email AddressIf Lead Owner Email Address = valeriearmstrong@upserve.com, return the URL calendly.com/valeriearmstrongIf Lead Ow...

Discussions

5251 1 8

Lead Management
Marketo Integration with SFDC Products, Orders, Assets

by Valerie_Armstro 10-03-2016

Hello Community,My company is planning to make major changes to our SFDC Architecture and will be using the following SFDC Objects:Opportunity ProductsQuotesOrdersOrder ProductsAssetsContractsDo these objects integrate with Marketo similar to other SFDC Custom Objects? If anyone currently uses thes...

Discussions

2615 0 2

Integrations Lead Management
Re: Convert User's ID to User's Name in Email Script

by Valerie_Armstro 08-31-2016

Hi Courtney Grimes - Have you done something similar? Is there a way I can set up this Marketo Custom Object so that it is always up-to-date when new users are added and other are deactivated?

Discussions

5754 0 1
Re: Convert User's ID to User's Name in Email Script

by Valerie_Armstro 08-31-2016

Hi Scott McKeighen,Is there any documentation on how to map a SFDC Custom Object to a Marketo Custom Object? How would one go about setting up a connection between the two so that they are constantly in sync?Thanks!

Discussions

5754 0 1
Re: Dynamic Email: Send from Opportunity Owner

by Valerie_Armstro 08-17-2016

Hi Grégoire,In this use case, I would like to be able to send a batch email from the Opportunity Owner. I do have criteria that I would need to use to ensure that the correct opportunity is selected in cases where the lead is attached to more than one opportunity.

Discussions

3433 0 3
Dynamic Email: Send from Opportunity Owner

by Valerie_Armstro 08-16-2016

Hello Marketo Community,I'm curious is anyone has been able to figure out a way to dynamically send emails from an Opportunity Owner. I've seen the idea , which suggests email scripting but I am not seeing the Opportunity Owner First, Last or Email Address as values in the email script editor.Any ...

Discussions

3780 0 5

Integrations Lead Management
Re: Email Scripting Troubleshooting

by Valerie_Armstro 08-16-2016

Sanford Whiteman - yes, I did double-check to ensure the field was imported into Velocity. What I didn't double-check was to ensure the lead I used for testing wasn't owned by a queue, hence the empty fields . Thank you for your quick reply!

Discussions

2301 0 1
Email Scripting Troubleshooting

by Valerie_Armstro 08-12-2016

Hi Community!I am (unsuccessfully) trying to create an email script that will populate the From & Reply-To Email Addresses for an upcoming campaign. The logic I am attempting to use is that if the lead is SFDC Type = Contact, it would populate a hard-coded email address, otherwise, it will populate...

Discussions

2474 0 3

Integrations
Re: Convert User's ID to User's Name in Email Script

by Valerie_Armstro 07-18-2016

Hi Scott,I am attempting to retrieve the full name of the user who is assigned to the onboarding record. Onboarding is a custom object we have in SFDC. On the Onboarding object, there is a lookup field (related to the User object) called Onboarding Specialist. When I use the email script I put in my...

Discussions

5754 0 6