Valerie_Whitin2

Valerie_Whitin2

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Date Last Visited
‎07-20-2021 11:22 AM
Level 5
Joined the community 28-05-2015
Rank Icon Level 5
Marketing Operations Manager
Dallas, TX
  • solved badge Re: Activating the "Person Created" Trigger After 2 Hours

    Hi Amanda Hosek​, Could you just put a 2 hour wait step at the beginning of your flow steps? So, don't add any additional constraints to the person is created trigger, then add the wait step at the beginning of your flow.Thanks,Valerie

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  • solved badge Re: Monthly lead score report? Help.

    You're welcome, happy to help!! Let me know how it goes for you.I've also found the community to be incredibly valuable over the years!! I have learned a lot from reading through other people's posts as well as posting my own questions.

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  • Re: Email Insights? Does anyone else feel this is completely non-intui...

    You can also restrain the filter by the number of visits - that way you can score people based on how many pages they visit rather than just one visit. You can also certain exclude web pages from being scored i.e. Career pages, support pages. We also scored higher for specific pages that we wanted p...

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  • solved badge Re: Monthly lead score report? Help.

    Hi Shelly Wilson​,I've totally been down this road - and for those of us not blessed to have RCE are forced to follow slightly more complicated paths. This is what I would do and have done in the past for quick monthly reporting. Once you set it up once you don't have to do it again in the future.Se...

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  • Re: Moved from SFDC to NetSuite

    I would like to just add to Jep Castelein's comments - we did go through with the project with Marketo and it worked great for us! Sounds like they are still in a "beta" phase with it. But if it is something you are going through definitely explore this option. From our end we had pretty minimal wor...

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  • Re: Transitioning Exhausted Leads into New Stream

    Hi Jasmine,I've always used separate streams for either different stages of the buyer journey (i.e. Awareness, Consideration, Decision) or by lead funnel stages (i.e. Suspect, MAL, MQL etc) or by product/topic interest. That way you are able to serve up more relevant content to your leads at differe...

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  • Re: Email Insights? Does anyone else feel this is completely non-intui...

    I felt like this was the case at my last company too. I tried convincing my boss that we needed to switch our focus to web visits and form fills, but unfortunately those number didn't look nearly as good, so we stuck with the standard clicks and opens. To me that says we no one was actually consumin...

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  • Re: How to exclude Members in Engagement program, but exclude active s...

    Hi Lisa,Is this what you're looking for?Thanks,Valerie

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  • Re: Tip of the YEAR!

    Not sure why I didn't know this one before, but this year I learned how you can add custom columns to People Performance Reports. This has saved me so much time on exporting several smart lists and running pivot tables!

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  • Re: Scaling MOPS and Marketo Teams: Roles and Process

    This is great and right in line with the way I would envision things! Will be super helpful to have this for when my team grows.

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Public Statistics
Date Registered ‎05-28-2015 01:49 PM
Date Last Visited ‎07-20-2021 11:22 AM
Total Messages Posted 74
Likes Received 56
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