Erica_Harris2

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Joined the community 11-09-2013

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Re: Adding a field to Contact that was already on Lead - can it be map...

by Erica_Harris2 09-09-2016

Hi Greg,Will this be non-destructive to the data in those fields on the Lead object? I would hope so...-Erica

Discussions

2753 0 1
Adding a field to Contact that was already on Lead - can it be mapped ...

by Erica_Harris2 09-09-2016

We have some fields in SFDC on the Lead that we would now like to have on the Contact as well. They are currently mapped to the Lead object only (as they don't yet exist on the Contact). I seem to recall that we need Marketo to map the Contact field to the same field as the Lead field. Is it correct...

Discussions

2944 1 6
How to get opportunity contact role in Marketo?

by Erica_Harris2 07-22-2016

I know that you can see the opportunity contact role on the opportunity tab, but it appears that you can't filter on it at all. I have raised a case and support has told me that the role comes across to Marketo but is not available as a filter. I want to be able to pick up contacts who role is somet...

Discussions

3364 0 2
Re: Engagement Program when using programs that have a smart list

by Erica_Harris2 08-21-2015

Thanks. I thought this was so but couldn't find verification, so thanks for the link.

Discussions

1569 0 0
Engagement Program when using programs that have a smart list

by Erica_Harris2 08-18-2015

Just want to check whether, if a lead is filtered out of an email sending program in an engagement stream (via the smart list of the sending campaign), it will drop down to the next program in the stream, or will it get stuck because it never gets sent the email (and thus presumably is not a member ...

Discussions

1671 0 4

Lead Management
Re: Multi-Line Plain Text Tokens

by Erica_Harris2 08-17-2015

How about if Marketo stripped out the HTML when copying rich text tokens to text versions? That would help at least.

Ideas

3083 1 1
Re: Rich text token prints markup in my text-only emails

by Erica_Harris2 08-17-2015

Is there no way around doing this? We are setting up a massive suite of engagement programs and to have to set up separate text emails for each variant of each email will be a huge amount of additional work.

Discussions

3230 0 0
Re: Resetting exhausted content flag when testing

by Erica_Harris2 08-04-2015

I'm using the Test function, however, if the lead has exhausted the content, it won't send anything. As usual with testing, you find a problem and want to send it again, so I tried to test it again with the same lead, but even having removed it from the content program, it did not reset that. I ha...

Discussions

1277 0 0
Resetting exhausted content flag when testing

by Erica_Harris2 08-04-2015

Is there any way to reset the exhausted content flag on a lead so that I can re-run them through a stream when testing? Setting their status on the content program to "Not a Member" should allow them to receive the content again, but it skips it because in the previous tests, the lead exhausted the...

Discussions

1406 0 2
Re: Engagement Program assets and campaigns questions

by Erica_Harris2 10-14-2013

So, putting the two issues together, I could have a folder containing the nurture content programs and reference them from each engagement program as required. In each content program I will need to have a campaign that has a 'member of engagement program' filter for the engagement program that is ...

Discussions

1360 0 0