Level 10 - Champion Alumni
Joined the community 10-06-2013
Level 10 - Champion Alumni
Cleveland, Ohio
Sr. Director, Global Demand Center
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To enable us to properly report which programs are contributing to leads reaching MQL status, we've added a new "success" program step to all of our channels - called "Promoted - A...
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Nicole, you can probably just add a choice to the "Change data value" flow step (e.g., "if FT is not empty" set "most recent" to the new value - otherwise populate the FT field). O...
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Charlie, by creating custom UTM fields for the lead record, woudn't those values get overwritten if/when the lead engages with another campaign in the future?
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Thanks for the explanation, Dory. I suppose the same thing could be done with an "OptIn Date" field. This would be the hidden field and if a value exists, don't show the "Optin" ch...
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Jason, did you ever find a solution here? Even though we use Forms 2.0, and while what Dory said about the ease of adding conditional logic (visibility rules) to the show/hide a fi...
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When a program is part of an engagement program, you can completely ignore the "Schedule" tab. The EP cadence overrides all of this. As long as you include the appropriate smart c...
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In March 2015, we'll be migrating from MS Dynamics 2013 to Dynamics Online. Under normal circumstances, anytime you move from one CRM platform to another, requires a new Marketo in...
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Hi Mary - some comments regarding your input above: Understood that everyone is called a lead in Marketo. In Dynamics CRM, leads are prospects (and MQLs that we sync overfrom Marke...
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Just to throw salt on the wound, we'll be migrating from Dynamics 2013 to Dynamics online in March 2015. Supposedly, this will require us to start from scratch - a new Marketo inst...
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I would love to see this capability and certainly worthwhile for you to turn this into an Idea!
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