Teresa_Hsu1

Level 4

Joined the community 08-06-2015

Level 4

Palo Alto, CA

Badges

Accepted Solutions

View leaderboards

Filter by user contributions

Re: capture assets downloaded in interesting moment

by Teresa_Hsu1 02-09-2017

Thank you Greg!I'm trying to figure out what's the best/easiest way to show asset name instead of creating individual smart campaigns for each asset.

Discussions

2256 0 3
capture assets downloaded in interesting moment

by Teresa_Hsu1 02-07-2017

I'm building a PPC campaign with multiple offers. Each offer has its own asset to download and I want to show the name of asset downloaded in the Interesting Moment.Is there any way to tokenize asset name?If not, what's the best practice to capture asset name in the Interesting Moment?Thank you so ...

Discussions

2411 0 5
Skipped execution due to that the lead XXXXX is not a sfdc lead/contac...

by Teresa_Hsu1 01-26-2017

I got this error message -- Skipped execution due to that the lead 1584242 is not a sfdc lead/contactThe lead filled out the form and I have a smart campaign to sync the activity over to SFDC.This lead was merged at some point, deleted at some point and converted at some point. This is actually on...

Discussions

2537 0 2

Integrations Lead Management
Re: time stamp latest activity in SFDC

by Teresa_Hsu1 12-17-2016

Yea. We're using IM but not in all cases. That's why I was thinking about a more general way to capture that data and if we can just set up one smart campaign to timestamp the most recent activity. We're not using IM in any case that would conflict with inactivity. So, I guess start using IM for...

Discussions

4521 0 1
Re: time stamp latest activity in SFDC

by Teresa_Hsu1 12-17-2016

So, this was actually to disposition any inactive leads. We just want to keep or contact leads that have responded to our campaign in the last 90 days. My thinking is to have this time stamp in SFDC so that our Sales Ops could clean the database based on that time stamp.What will you suggest in th...

Discussions

4521 0 3
time stamp latest activity in SFDC

by Teresa_Hsu1 12-16-2016

Is there any way I can time stamp the most recent time/date when a lead responded to our campaign?That field will be overridden to the most recent activity. So, say if the lead filled out our form on 10/15/2016, the time stamp should be 10/15/2016. However, if the lead recently attended our event ...

Discussions

4728 0 8
upload leads to Marketo without email

by Teresa_Hsu1 12-15-2016

Is there any way to upload leads without email to Marketo?They have phone numbers and I would like my inside sales team to call those leads.Thanks!

Discussions

3828 0 4
Read-Only Marketing User access

by Teresa_Hsu1 11-28-2016

So, I set up a read-only marketing user profile by only checking "Access Marketing Activities". However, it seems read-only users can't even view email design in the campaign. Should I also give them read-only Design Studio? Or how should I set up so they could view email assets?Thanks!!

Discussions

2028 0 1
multiple criteria for sync to SFDC

by Teresa_Hsu1 05-23-2016

I want to sync leads to SFDC based on City and State match criteria. For example, If it's San Diego, CA, then map to Sales A. How do I do that?I saw only 1 filter I can do now.Thanks!

Discussions

744 0 1

Integrations
best practice to build webinar campaign with multiple locations/time

by Teresa_Hsu1 04-27-2016

We're going to host webinar in 2 different locations / time zones and we have Webex integrates with Marketo. Question --It seems that the campaign only allows to tie to 1 webex. Is it better to create two campaigns and re-direct registrations to the campaign based on their selection? Or is there ...

Discussions

1251 0 2

Integrations