Level 10 - Champion Alumni
Joined the community 24-03-2015
Level 10 - Champion Alumni
Toronto, ON, Canada
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Laura KimballMy understanding is that anyone who gets that email, a random 10% will get the challenger and the rest will get the champion. But the audience itself is defined by th...
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Rich MillerIt's possible dates are tripping things up here, e.g, if your smart list shows leads who have clicked free trial all time but then your report is date constrained. Also...
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Tori Vazquez, Megan Tilton, Are you using an engagement program? If so you can just create a smart campaign targeting the leads you are interested in (owner =x, member of stream ...
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+1 to Sanford Whiteman -- I keep all assets local except for re-used forms. Just imagine deploying 25 webinars and then getting a request to add an extra field to the form . Any b...
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John Mattos, thanks for sharing this. I'm really enjoying the posts in this blog. I'm a novice when it comes to getting my hands dirty with APIs (although I'm learning), so consid...
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Chris Willis I had a similar use case in the past and investigated Account Team roles but decided against it do to the limited ability to integrate that functionality into Marketo...
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Jeff ShearerAt the last company where I did a CASL implementation, we relied on implied opt-in gained as a result of the lead creating a free account in the app. Our interpretatio...
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Megan DonnellyYep, that's right. To be the acquisition program, the leads need to be a member of the program. It will default to the first status. You can run a flow to change it ...
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Selene ReganYou couldn't do this for every fill out but you COULD do it for the first form fill out at least. 1) Create a Marketo field called "First Form" and stamp it using a {{...
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Caitlin McCormickSyncing a program with a Salesforce campaign will automatically create leads in Salesforce that are given a status in that program, if they do not exist already.I...
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