I was just diving into the Email Insights tool to do a little research on how my emails are performing. I haven't taken the time to watch any tutorials, but does anyone else feel this product is non intuitive and makes little sense? I have been using Marketo for a long time and email metrics are pretty basic... but I guess I need to spend some time watching or reading the tutorials. Curious what others think. Erin ... View more

Has anyone integrated Qzzr with Marketo so that the survey data also flows into Marketo? I would like to set-up a quiz to better understand what type of profile they fit. I notice that Qzzr is listed on the launchpoint website, but I can't find any documentation of how to integrate it with Marketo. Thanks! Erin ... View more

I am doing a bunch of clean-up in Salesforce to re-associate leads with the correct SFDC campaign, and I hit my daily limits (argh!). If the update fails due to limits being reached... any chance it will update later once I have calls available? Or do I have to go back and find out what failed (not even sure how I do that other than looking at individual record history) and then do a manual update? Erin ... View more

I am working on refining my lead lifecycle and am curious how others have implemented a process to identify MQLs that get marked as "nurture" as MQL again once they have either re-engaged (and hit a score threshold) or complete a specific activity (requested a demo, signed up for trial, filled out a specific form, visited pricing page). Before I go down the path of mapping this part of the process out, I would love to hear how everyone has this set-up in marketo. Are you resetting lead scores? Using trigger campaigns? Thanks! Erin ... View more

Hi everyone - I am trying to do some clean-up in salesforce and would like to revert a batch of accounts/contacts back to leads. These were people who were converted up to accounts based on our previous process, but now we have SDRs that are working at the lead object. From what I am reading on SFDC community, most people say just delete them and reimport them as leads. There are a couple of concerns I have with this. 1) the historical marketo data (campaigns they were a part of, emails they received, etc.) 2) the created date would then show one date vs. the actual date they came in as an inbound. This would have a bad effect on our reporting. Has anyone ever done this before? Any recommendations you have? Thanks for your help - Erin ... View more

Does anyone have experience integrating their web app with salesforce and marketo? We currently have a free trial of our software and are using marketo and salesforce but we don't have those two systems connected with our web app. We soon will have development resources to connect everything together and as I started to whiteboard the process there are a lot of potential scenarios. Ideally, we would like anyone that signs up for an account (even if it's free) to become an Account in SFDC. Right now anyone that signs up for our free trial comes into Marketo and then is pushed to SFDC as a lead. The SDR then looks at the lead, qualifies it and converts it to an account if it meets MQL. For anyone that has integrated a web app with sfdc and marketo - do you route them to marketo FIRST and then convert them to an account in salesforce? Do you integrate your web app directly with SFDC and then push the data to marketo? I want to be able to cookie users via marketo immediately so I can track them, so that makes me lean towards pushing them into marketo first (and gives me the option of tweaking the intake form on the fly, etc.) Would love to hear any experience other have at SaaS companies with web apps/free trials. Or any content out there that would help me sort this all out. Our website is www.skyward.io if you are curious. Erin ... View more

I need some help sorting through an issue I am having with fields in SFDC. I currently have a set of key qualifier fields that I use on all of my forms. These fields are converted up to the account level in SFDC when a lead is converted because the fields are relevant to the company data vs. the contact. The issue that I am having is when someone fills out the form as a lead, it's not a problem. But if they come back and fill out the data as a contact marketo does not update the data at the account level and therefore it's not visible in SFDC. I also now have two sets up of fields in SFDC when I am doing smart lists. One field that is on the lead level and then one field that is on the account. See attached screenshot. I have the same field at the lead and account level which means when I want to run a smart list I have to consider both of these fields. Has anyone else run into this issue? I know this isn't the right, but not sure how to fix. Erin ... View more

We are looking at a tool to help us with in-app engagement. Has anyone used these stand-alone tools alongside Marketo? We are looking at using Intercom and there is some cross over functionality... Trying to determine what would get set out of Marketo vs. Intercom and how you track total engagement across both marketing efforts and product engagement. Thanks! Erin ... View more

I am trying to figure out (what is probably a very basic question). We have a weekly recurring live demo for people who are in our free trial. I would like to send the invite email to this group of people 3 or 4 times but no more than that because I don't want to become annoying. My initial thought was to set up one smart campaign and only let them run through the campaign X number of times. However, Marketo only lets you choose how often they run through (or only let them run through once). Is there a better way I should be managing this to ensure that people don't get sent the email invite more than 3 times during their 30 day trial? Erin ... View more

I created two fields when I set-up SFDC and Marketo for Demographic and Behavior scores. They are both number fields and Marketo is mapped to these fields (I did create them first in SFDC). However, for some reason on the contact level whenever marketo pushes over a new score for either of these fields, salesforce pushes back the negative amount. I can't figure out why it is doing this and salesforce told me to contact my sfdc admin.... which is me. Any ideas?? Screenshot attached. Erin ... View more

Is it possible to auto-convert a leads from Marketo to SFDC and create an opportunity that is a specific record type? We have two different pipelines. One for our software and one for our services and I will want to create opportunities specific to each of those depending on the type of lead. It seems like it's not an option and that an opportunity will be created with the default opportunity record type in SFDC but I wanted to see if anyone had ideas on this. Thanks, Erin ... View more

I set-up a trigger campaign to send emails based on the change of a formula field in SFDC. The field is a "trial countdown" and when it reached "0" I want it to send out an email indicating the trial has ended. It doesn't seem to be working and I am assuming it is because the formula field (while it changes) is not causing marketo to see it as a "data value change." Is that correct? Erin ... View more