Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
Rachel NobleThis post will help: Marketo Time-Based Logic for Emails, Lead Routing, and More!
Christina ZunigaMy tests trying to put tokens directly into sharing apps have failed. Doesn't seem to render there unfortunately. However, you can pull the information from meta tags and then populate those meta tags using tokens!
Tim McMinnIf leads are being piped in via the API, they may not necessarily be part of any smart campaigns at all. The smart campaigns are activated only after the lead is created but are not responsible for its creation. You can see a list of all smart campaigns that have affected a lead by checki...
Jennifer SharpeThe auto-assignment rules in this case refer to Salesforce Lead Assignment Rules (assuming you are synched to SFDC). You would need to set these up in SFDC. A lead by definition does not have an account owner, but I believe you might be thinking of some kind of Lead to Account mappin...
Jeff CoveneyThis is a really good summary of the issues created by the Lead/Contact split in SFDC. I agree with Greg that tasks are the natural way of prompting reps to take an action, regardless of what the underyling object is (that's why they are called "Activities"!). I prefer a task-based syst...
Harrison PeraltaMarketo does have a field called Original Referrer which will capture the referrer string of the first visit, even if you don't control the referring URL. It's up to you to parse that out using smart campaign logic to determine whether that referral was due to organic search, referr...
Amber HobsonThere are many good ideas here. Marketo is flexible enough that you can calculate SLA violations in a number of ways.I would add that, whatever method you use to tell a lead is currently in an SLA infraction, you should also include a mechanism to show that they were, even if the issue ...
If anyone is looking for a solution for this, I've had great success importing data from Google Sheets to Marketo using SyncFrog: It is plug and play and offers a lot of flexibility at an affordable price. It's great if you are purchasing leads from content syndication -- just set up a sheet and hav...
That's one serious alert Dan. Nice stuff.
Robert GilhamI would use an SFDC Campaign/Marketo program to track the lead's membership in your direct mail initiative. When the opportunity is created, it will automatically populate the Primary Campaign Source with the most recent campaign the contact has been associated with. Make sure Sales ca...