Carson_Morford

Carson_Morford
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Date Last Visited
‎01-28-2020 02:06 AM
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Joined the community 14-07-2015
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  • Re: Unable to sync all picklist values from Lead Status field
    by Carson_Morford name dot 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 ...

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    3736 0 0
  • solved badge Custom SFDC Task Activity for scoring
    by Carson_Morford name dot 09-13-2017 quickview

    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...

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    Discussions
    1491 0 1
    lead scoring
  • solved badge Re: Program Status was Changed Smart List Filter
    by Carson_Morford name dot 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.

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    3719 0 1
  • solved badge Re: Program Status was Changed Smart List Filter
    by Carson_Morford name dot 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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    Discussions
    3720 0 3
  • solved badge Program Status was Changed Smart List Filter
    by Carson_Morford name dot 07-18-2016 quickview

    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...

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    Discussions
    4219 0 5
  • Business Card Readers - Integration with Marketo
    by Carson_Morford name dot 08-04-2015 quickview

    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 ...

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    Discussions
    1641 0 2
  • solved badge Encoding issues with accents?
    by Carson_Morford name dot 07-14-2015 quickview

    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?

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    2076 0 2
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Date Registered ‎07-14-2015 09:07 AM
Date Last Visited ‎01-28-2020 02:06 AM
Total Messages Posted 7
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