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Scott K. Wilder if we are a Launchpoint service partner but getting the same error when clicking on that page, where do we request access from? Thanks!
Grant Grigorian and anyone interested -- I recently had some issues with a segment not updating and had a dialogue with support, so wanted to share it here as it is quite relevant to Grant's original question. The issue was two fold, that the initial time a lead is added to a segment it was not log...
At that point I would contact support...please do post back what was causing the problem, would be useful to know how you solved it.
Caitlin McCormick I remember having these issues in the past. I can't remember 100% what I did to resolve it but things I remember trying: make sure there is no stray data in other columns that doesn't have a header, sometimes a cell being populated in column ADY throws the whole thing offtry expli...
Chris SaporitoI got a demo of Knak from Pierce Ujjainwalla at Summit and it was pretty awesome! He created a beautiful looking template in front of me in about three minutes. All clicks, no code. Definitely worth a try.
Hey Mike, I would consider mapping product purchases to fields on the Account object which would give you visibility on the Marketo side. You would create custom Account fields, checkboxes for example, that could be as simple as, "Has Product A", "Has Product B", "Has Product C". When a customer ha...
Jamie Heinz, this seems like an interesting challenge. As you noted, Marketo de-dupes on email address. It is possible create purposeful duplicates in SFDC, but then this is more for managing sales/lead interactions and I believe should not result in leads receiving duplicate emails. The threads I ...
Tashmeem Mirza smart lists are dynamic and will select the group of leads that meets the criteria at the time they are referenced. So if you have a campaign that is scheduled to run, the smart list criteria will be evaluated at the time the campaign runs, and any leads who qualify at that time will...
Kelly SchmidIf by activity we mean a new Activity/Task record and this record always references the contact in the "WhoID" field of the activity, you could make this work with the following steps: When the lead becomes MQL, request an SLA campaign that has a wait step of 5 days then sends the alert...