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Sarah MayerI think there's two overarching goals at play here. Identifying the best leads: How can I tell which leads are most likely to buy/most qualified/best fit for sales? (whatever your intent in scoring is)Driving the right action: How can I best communicate that information to sales so they t...
Anthony Cross If you use a tool like Vidyard, you can also use the video watching activity as your on-demand trigger AND score them based on how long they watched it for to boot.
Jason Martin, lots of very good ideas from Drew, Josh, and Brigid. Of all of them, the simplest solution to my mind is using regional distribution lists as Brigid Greenway first suggested. Have your email admin set these lists up, and then it should be part of new user onboarding to add users to ...
Likewise it works for me either way. As long as you bracket them properly.
Julie Jabro Stars and Flames are based on the scoring fields you specify in MSI settings. If you make changes to your model that changes those scoring fields, Stars and Flames should adjust accordingly as well.
Josh Hill you are right about potential Lookup issues. Would definitely need to test that. My thought around doing it in SFDC vs. Marketo is that the URL field on the user record could be populated as part of setting up the user in SFDC -- less chance of being forgotten then if someone needs to rem...
Nick Thomas (sandbox), I believe you can request support to turn on the Munchtions feature that Edward Unthank mentioned. But I would second Edward in either having a product integration update a lead/contact field (e.g., "Trial Expiry Date") in SFDC or more simply stamping that field via a workflo...
Thanks Sanford Whiteman!Fawn Floyd Vivian Chan, Digesto will definitely do what you're looking for. It takes any RSS feed and converts it to a set-it-and-forget-it Marketo email program. Just have your blog form trigger a campaign to subscribe people to that program in Marketo and you're done. Yo...
Christina Trujillo, I gave an answer in your other thread here:Snippets and Segmentation for Emails
Linda Cardwell, you can use a Calendar token in your email to generate the Outlook invite. This should be created at the program level as a my.token. The gcal invite is a bit trickier. You need to create the invite link using Google's calendar format. It's not difficult but it's tedious. Fortunatel...