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Courtney Green, I think even if you could do this, it would be creating a ton of anonymous web activity in your instance for very little gain. If someone sees your ad and doesn't convert, you won't have that activity in a viewable lead record. If someone sees the ad and does convert, you will know ...
I think Joanna Kwong makes a good point about folder structure. In the past I've kept the MSI version of emails centralized in Design Studio but bundled into logical folders (let's say, based on funnel stage) which makes it a lot easier for reps. You could just as easily structure folders based on ...
Caitlin McCormick, the Auto-Assignment Rules are the same as your Lead Assignment Rules in SFDC. You can find them in Setup > Leads > Assignment Rules in your SFDC instance. Do you have any programs synched to SFDC campaigns? Those would result in a quick synch and would likely default to your lead...
Mandy Hanson, the statuses are based more on your business needs, specifically your reporting requirements. I think it makes sense to have at least one success step based on the engagement goal of the nurture (e.g., converted, downloaded, etc.) to help with attribution credit in your reports. This ...
Alisa Goldschmidt, it sounds like you're talking about using segmentations more for targeting the recipients of a message rather than making the email asset itself dynamic, is that right? To achieve this with one campaign you could also have two smart lists containing your complex criteria for each...
Caitlin McCormick Do you have any "Sync Lead to SFDC" flow steps anywhere in your instance? There is a probably a global sync campaign running somewhere. Auto-assignment rules is one of the settings when using the sync lead to SFDC flow step. Basically this is just the lead being created in SFDC an...
Beth Hassett - exactly! The lead/contact field holds the most recent value, and then the campaign member can contain a snapshot as of a particular event (e.g., the moment of success/responded in the campaign).
Libby Tieman, this is a huge gap right now, I've been able to automate it to a degree using a tool like iHance, which integrates with SFDC and updates a field whenever an incoming response is received. This just tells you that there was a reply, though, and not which campaign it was. So limited use...
Beth Hassett, Marketo has limited ability to write to the Campaign Member object outside of the fields that sync via Program/Campaign integration. Instead, once the field is in SFDC, you should be able to use an SFDC workflow rule to write the value of that field to the Campaign Member object. This...
Lauren Sandheinrich, you can use a Roll-Up Summary field on the Account object to count the number of Opportunities (if desired, filtered by stage, e.g, separate fields for "Total Opportunities" and "Total Won Opportunities"). This field will synch up to Marketo and any contact associated with that ...