Level 10 - Champion Alumni
Joined the community 24-03-2015
Level 10 - Champion Alumni
Toronto, ON, Canada
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You can do this for Email is Delivered but not for Email is Sent. The solution is to have a single triggered campaign (ensure qualification rules permit the lead to run through eve...
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I recently deployed a less technical solution to this problem that you may find does the trick for you: When the unsubscribe box is checked, use visibility rules in the form to hid...
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I am in the early stages of a similar project right now for a client. It is a big undertaking so careful planning and documentation up front is key. If you use SFDC campaigns, you ...
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Hey Cristovao, I think Success Path Analyzer is definitely doable without CRM integration. This report is based off your Revenue Model and you can define transitions between stage...
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Hi Stephanie, I would start by creating a program to contain all your assets and the logic (which is executed via smart campaigns). When you build your form, which will be inserted...
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Hey Michelle, I think you are headed roughly in the right direction, although your solution may be more complicated than your requirements need. You could achieve the result by hav...
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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 -- th...
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+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 an...
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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, t...
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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...
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