Justin_Norris1

Justin_Norris1

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Date Last Visited
‎04-09-2025 05:43 PM
Level 10 - Champion Alumni
Joined the community 24-03-2015
Rank Icon Level 10 - Champion Alumni
Toronto, ON, Canada
  • solved badge Re: Using Segmentation for Suppression

    Hey Grant,I think this is a good idea in theory, although it depends on exactly how you want to do it. Anecdotally I do feel segmentations are more performant than smart lists -- the segmentation logic is always churning, so when you get to do a send the segment membership is already calculated, vs....

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  • solved badge Re: Inbound Phone Tracking

    +1 to Nate! Triggering off activites works well. You do need a well-defined scheme around your activity fields and also rules in place to ensure data is recorded in a consistent and predictable way, so that your triggers always work. Justin Norris | Perkuto

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  • Re: How to define and manage new Custom Object and it's association wi...

    Currently you cannot define your own Marketo-only custom object via the user interface -- you can only sync a custom object already created in a CRM, like Josh described. However, the functionality to create your own Marketo custom objects is coming! http://customerexperiencematrix.blogspot.ca/2015/...

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  • Re: Tracking Capabilities for MQL Alerts sent to sales rep

    I agraee with Kanai. If you have SFDC and reps aren't using it and there is no business reason not to, then you mainly have an SFDC adoption issue that you need to overcome. Having all your reps live in the CRM is a pre-requisite for a sane lead management process. There is work ahead of you from th...

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  • solved badge Re: Change Data Value = Date + X Days

    I am assuming Josh means to do a wait step with token to "Wait' for system.date + 30 then do a date stamp of your date field. This will work but the drawback is you need to wait out the 30 days for the field to be populated. This could be a problem if you need to access that date field immediately (...

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  • Re: Tokens to populate Q&A in Forms

    Amit, I think I understand your use case. If you have 3 or 4 Marketo only fields and you want to concatenate them into a notes field or something similar in SFDC. You could do this pretty much via the method Anurag supplied: have a trigger after form submit that does a Change Data Value on the SFDC ...

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  • solved badge Re: How to find all Smart Campaigns tied to a trigger?

    Campaign inspector is an amazing hidden treasure!

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  • Re: Marketo-Salesforce Lead Worklist Issue

    Manisha, you are correct. If you configure sharing rules for the Salesforce integration user to not see records where purposeful duplicates = true, you should prevent the dupes from syncing back to Marketo. However, that does also mean you couldn't nurture those leads or put them through any automat...

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  • Re: RCE and Analytics reporting different numbers

    Yes that's very annoying.I recall there can be discrepancies for a few reasons -- analytics reports will keep record of activity even if the lead is deleted, whereas smart lists do not.But that doesn't explain this because smart list is higher.I would push this one to support and ask them to explain...

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  • Re: Non system tokens in snippets using segmentation

    Hey Axel,Yes this should be possible!Use a my.token in your snippets. One token for each signature.Include your snippets in emails that are local to a program.Define those signature tokens in a folder that contains all of your marketing programs (I find it useful to have one all-encapsulating progra...

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Public Statistics
Date Registered ‎03-24-2015 08:49 AM
Date Last Visited ‎04-09-2025 05:43 PM
Total Messages Posted 602
Likes Received 714