Carson_Morford

Level 2

Joined the community 14-07-2015

Level 2

Boulder

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Re: Unable to sync all picklist values from Lead Status field

by Carson_Morford 07-31-2018

I would assume you have figured this out by now, however I think the issue is that your picklists don't line up exactly. I was running into a similar issue where the picklist values were the same between the lead and the contact, aside from three additional values on the contact side. Marketo could ...

Discussions

3569 0 0
Custom SFDC Task Activity for scoring

by Carson_Morford 09-13-2017

We have a comprehensive scoring system in place that both scores leads up based on good behavior and decays leads' scores based on a lack of activity. Our lead scoring works in conjunction with our lifecycle model, which we use to populate SDR queues. We are implementing a new SDR dialer right now t...

Discussions

1439 0 1

lead scoring
Re: Program Status was Changed Smart List Filter

by Carson_Morford 07-18-2016

That makes sense. What if the lead's program status is changed, but they have yet to be added to the static list due to the timing issue? Wouldn't the lead get stuck in the first stage until his program status is changed again? The same issue would arise if I was pulling off of a smart list.

Discussions

3589 0 1
Re: Program Status was Changed Smart List Filter

by Carson_Morford 07-18-2016

No I understand what you suggested, and that is mostly what we are currently doing, however it is not working properly due to timing issues with our sync between Marketo and SFDC. Basically what I want is the following: when new leads come into our system they will run through the flows of our first...

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3590 0 3
Program Status was Changed Smart List Filter

by Carson_Morford 07-18-2016

I am building a lead lifecycle model and am trying to move leads through the model by adding them to static lists based on their program status changing. I understand the Program Status is Changed trigger, but I want the smart list of a smart campaign to say "Added to list -> Program Status was Chan...

Discussions

4089 0 5
Business Card Readers - Integration with Marketo

by Carson_Morford 08-04-2015

Does anyone know if there is a viable option to scan business cards and have the lead information accurately integrated into programs and lists in Marketo? We are currently using landing pages that contain a form that are customized for each event. We would like to simplify and speed up the process ...

Discussions

1578 0 2
Encoding issues with accents?

by Carson_Morford 07-14-2015

I'm having trouble with accents coming out as question marks when uploading a foreign list. Is there a simple way to fix this or is there an encoding error?

Discussions

1941 0 2