Dan_Stevens_

Dan_Stevens_

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Date Last Visited
‎11-20-2025 08:21 AM
Level 10 - Champion Alumni
Joined the community 10-06-2013
Rank Icon Level 10 - Champion Alumni
Sr. Director, Global Demand Center
Cleveland, Ohio
  • Re: Lead record opening when clicked in list view

    I have the most success with Firefox. IE has gotten better; and Chrome is great unless we're working within the email editor (where undesired code/formatting is often introduced).

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  • Re: Lead record opening when clicked in list view

    Karen - it should just highlight it orange. Based on your inability to select an all-inclusive list (that you indicated here: https://community.marketo.com/MarketoIdeaDetail?id=08750000000KJMYAA4), I wonder if you have something going on with how your mouse is configured. Sounds like a single clic...

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  • Re: Marketo Landing Pages vs Internally Hosted Pages

    We use Marketo landing pages for all of our events (registration page, confirmation page, etc.) and any misc. pages that may be needed quickly and may not necessarily fit within our websites' structure. But for everything else, we use our main CMS (Sitecore) to present a common/consistent user expe...

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    6610 1 0
  • Re: Engagement Program Best Practice/Tips

    If you want to report on individual program success (and not just success at the engagement program level) - especially when using RCE - I highly recommend that you use programs (vs. emails) in your engagement programs. Makes reporting so much easier and robust. Plus, you have the flexibility to i...

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    4104 3 1
  • solved badge Re: Engagement Program Question/Testing Stream

    You cannot "push" leads into other streams. Transition rules are designed to "pull" leads into a specific stream (and you must have at least one trigger in the transition rules). Most streams contain multiple emails/content. We usually have a "trigger" stream containing 3-4 emails; and a nurture st...

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  • Re: email template updates impact to emails already created

    Bonnie, updating the template will update any email based on that template. It will place those emails back into DRAFT mode. Until you re-approve the draft, the active email will continue to be the one that existed prior to the changes to the template.

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  • Re: Preserve custom field values in anonymous leads that are merged wi...

    Wow, I did not realize this. Thanks for surfacing this with the community, Elliott. Hopefully, this gets "fixed" - even though it's not a bug. I'm sure most just had assumed this was happening with the anonymous-to-known merging of lead data.

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  • Re: Lead details

    Use filters in the smart list of your smart campaign. If you need to get more granular, just create a new static list in your program and upload your specific leads to that list. For those that received campaign#1, download the list to an excel file, delete those names that aren't needed for campa...

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    762 1 0
  • Re: Revenue Explorer Report email variable width columns

    @Paul, this is probably due to the fact the RCE was an acquired product by Marketo and not developed from the ground up. I think the community (and Marketo) agrees that RCE could use a significant overhaul to make it more usable and appear more integrated into the core platform. Here's a great ide...

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  • Re: Best way of doing an attend or engage and change the score

    Dory is spot on. Marketo doesn't really do anything automatically. What it does do is provide very powerful tools to allow you to develop your workflows and processes appropriately for how your organization operates. Channels, program statuses and smart campaigns are the core to most of this. Wi...

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Public Statistics
Date Registered ‎06-10-2013 06:23 PM
Date Last Visited ‎11-20-2025 08:21 AM
Total Messages Posted 4,485
Likes Received 4388