Nate_Oosterhous

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Joined the community 04-03-2014

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Referral Form Best Practice

by Nate_Oosterhous 06-17-2015

Does anyone have any knowledge on creating a Referral Tracking program? I have a few questions I am struggling with.What we hope to accomplishWe are hoping to create a Referral program that allows us to:Have a form that we collect information on both the person who referred someone and the person t...

Discussions

8596 2 10

Email Marketing Lead Management
Re: Getfeedback Survey App for Salesforce and Marketo Integration

by Nate_Oosterhous 06-17-2015

Hi Josh,So to clarify the survey app integrates with Salesforce but we can send the survey link through Marketo in a mass email if we would like to. Also we should be able to sync the custom Salesforce Object we create to Marketo and use the new fitlers that creates to perform marketing automation....

Discussions

3123 0 3
Getfeedback Survey App for Salesforce and Marketo Integration

by Nate_Oosterhous 06-17-2015

Has anyone integrated getfeedback survey app with Salesforce? We are thinking about purchasing getfeedback and have a few questions of how things will happen in Marketo.Questions:If we create a custom object in salesforce that creates a new survey everytime a survey is sent which would allow Sales ...

Discussions

3657 0 5

Integrations
Re: What is the best way to import List Purchase Leads without updatin...

by Nate_Oosterhous 06-08-2015

Hi Steven. We have reviewed that policy after this question was posted as we were unaware and someone notified us of that. Thank you,Nate

Discussions

860 0 0
Re: Uploading Contacts vs Leads in Marketo Salesforce Integration

by Nate_Oosterhous 05-07-2015

Thank you Josh

Discussions

2820 0 0
Uploading Contacts vs Leads in Marketo Salesforce Integration

by Nate_Oosterhous 05-07-2015

Situation:We have tradeshow attendee lists that web upload to Marketo which contain some people we would consider as Salesforce Leads and some people as Salesforce Contacts because we already do business with them but they are new Contacts. Issue:When we upload them all as Leads to a static list in...

Discussions

2943 0 3

Lead Management
Re: Understanding Stream Cadence

by Nate_Oosterhous 05-05-2015

Thanks Josh,Could you clarify a little more on what you mean runs alongside the casts? Does this mean when you add a "Entry Program" into the stream the content order is meaningless?

Discussions

2204 0 0
Re: Reporting - Interesting Moments

by Nate_Oosterhous 05-05-2015

We are not tracking interesting moments in a report at all just viewing them in Marketo Sales Inisight for Salesforce. However, just looking into this again you can export a Leads Activity Log and then add column filters in excel to your exported file and filter in only "Interesting Moment" for the...

Discussions

1995 1 0
Re: Reporting - Interesting Moments

by Nate_Oosterhous 05-05-2015

You cannot do this right now. I had the same question a little while back: https://community.marketo.com/MarketoDiscussionDetail?id=90650000000Q4FsAAKI wish we could though!

Discussions

1995 0 0
Understanding Stream Cadence

by Nate_Oosterhous 05-05-2015

I am looking for some clarity on what Stream Cadence exactly means when someone is added to a stream. If the Stream Cadence is "Every 3 weeks on Thu | 8:00AM EDT" does this mean the first email in the stream will go out 3 weeks on a Thursday after this person was added to the stream or does this m...

Discussions

2477 0 3

Lead Management