Teresa_Hsu1

Level 4

Joined the community 08-06-2015

Level 4

Palo Alto, CA

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Top Startup looking for Marketing Operations Specialist in EMEA (Amste...

by Teresa_Hsu1 10-19-2018

Hi,We're looking for a Marketing Operations Specialist to join our EMEA team. Rubrik was named one of the Top Startups by Linkedin. Marketing Operations is the foundation of our Corporate Marketing team. The Marketing Operations Specialist will build the programs and manage the systems required to...

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Email Marketing Marketing Operations Marketo Expert
Re: Have extended Marketo Program member fields and use them to full p...

by Teresa_Hsu1 10-16-2018

Hi Jason, I'm interested to learn how you use Process Builder and hidden form fields to populate UTM values to Campaign Member object. Could you elaborate a little bit more or point me to relevant posts? Thanks!

Ideas

4765 0 1
Re: Leads without SFDC campaign

by Teresa_Hsu1 08-29-2018

Hi Grégoire,That's a good idea. I do have a field showing most recent campaign engagement. I think I can make it work by filter on the that field.I wish there's an option that we could filter any leads/contacts that are not in any SFDC campaigns.Thanks!!

Discussions

2727 0 0
Re: Leads without SFDC campaign

by Teresa_Hsu1 08-28-2018

Hi Devraj,The problem with that is whenever I have new campaigns, I'll need to add to the Smart list. I'm trying to see if there's any automated way to do this.Thanks!

Discussions

2727 0 0
Leads without SFDC campaign

by Teresa_Hsu1 08-28-2018

Is there a way to add leads without SFDC campaign to a default campaign base on the Lead source?What happened was our sales rep created leads/contacts in SFDC with Marketing Lead Source without associate them to any campaigns. Instead of digging into each one of them and assign them to the right ca...

Discussions

2863 0 4
Re: Referral Program and tokens

by Teresa_Hsu1 11-27-2017

Still need a developer after all... Thank you Sanford Whiteman!

Discussions

2005 0 0
Referral Program and tokens

by Teresa_Hsu1 11-26-2017

Hello,I've read all the referral program threads that I could find. However, I still don't quite understand how that works as I'm not a developer and have very limited knowledge about html codes. Here's what I'm trying to achieve in Marketo:1 form with Referrer and Referral information. Referrer g...

Discussions

2484 2 2
Re: block field entry from API

by Teresa_Hsu1 10-11-2017

Sanford Whiteman Gerard Donnelly Maybe I didn't make myself clear. I do have field update block turned on. So, for any existing records, we have in Marketo, the source won't be changed. However, when the new leads come in, the Person Source field will be attached a value that the vendor populat...

Discussions

3447 0 1
block field entry from API

by Teresa_Hsu1 10-10-2017

Hello,I'm trying to figure out if there's a way to block certain field entry if the leads are from API integrations.We recently work with a vendor and they send leads to Marketo thru API integration. However, they also populate the Person Source with the vendor's name as value and that's not the va...

Discussions

3607 0 6

Integrations
Re: smart campaign stops running?

by Teresa_Hsu1 09-11-2017

Thank you Rachel & Josh!I figured out. There was a bug with our vendor that the field was related to. When I first ran field updates, the new values were stored in Marketo, but were not reflected in SFDC. So, when I tried the second time, MKTO recognized those values have already been in there. ...

Discussions

1981 1 0