Dan_Stevens_

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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Can formula fields be used in RCE?

by Dan_Stevens_ in Product Discussions 03-25-2014
Latest Post 06-10-2016 by Abaran

We need the Lead ID to be available within our RCE reports. I created a new Formula Field (with the value of {{lead.id}}. But this field is not listed in the list of fields that ca...
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Is there a filter/trigger for "known lead"?

by Dan_Stevens_ in Product Discussions 03-24-2014
Latest Post 03-24-2014

I have a flow step to send out an email alert if someone clicks on a link on a specific page. How can I include a filter or trigger in the smart list to ignore this if the lead is ...
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Re: Interesting Moment Types

by Dan_Stevens_ in Product Discussions 03-23-2014
Latest Post 03-23-2014 by Dan_Stevens_

Can you share this here with the community? We too would like to see how we can expand the Interesting Moments beyond email, web and milestone. In fact, what is "milestone"?
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Re: Where is the "Lead Actions" menu when viewing program members?

by Dan_Stevens_ in Product Discussions 03-21-2014
Latest Post 03-21-2014 by Dan_Stevens_

I just found two related ones - thanks Cheryl. Anyone else looking for this funcitonality, please vote here:https://community.marketo.com/MarketoIdeaDetail?id=08750000000InNPAA0htt...
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Where is the "Lead Actions" menu when viewing program members?

by Dan_Stevens_ in Product Discussions 03-21-2014
Latest Post 07-01-2014

Our marketers rely heavily on the program members tab to view program responses and activitiy. Since we also include the lead score in this view, there are often times when the mar...
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Re: Alert Email Token for Recipients

by Dan_Stevens_ in Ideas 03-20-2014
Latest Post 03-20-2014 by Dan_Stevens_

In that case, you should enter {{lead.Rep_Email_Address}} directly within the Send Alert flow action - like I have done above for CMM email address. Have you tried that?
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Re: Alert Email Token for Recipients

by Dan_Stevens_ in Ideas 03-20-2014
Latest Post 03-20-2014 by Dan_Stevens_

Cristin - are you asking if you can use a token within a token? If so, I don't think so. But what I described above should be a solution to your use case. We too are not using the ...
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Re: Insert variable in email?

by Dan_Stevens_ in Product Discussions 03-20-2014
Latest Post 03-20-2014 by Dan_Stevens_

If you do go the PURL route, just be aware of some of the inconsistent behaviors:https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PnYOAA0
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Re: Undesired behavior when using Personalized URLs PURLs

by Dan_Stevens_ in Product Discussions 03-20-2014
Latest Post 03-20-2014 by Dan_Stevens_

FYI, I received the following reply from Support:I was able to duplicate the issue you have described and it appears that Marketo is favoring the cookied lead over the PURL which i...
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Re: Marketo Recommending Only 2 Program Steps

by Dan_Stevens_ in Product Discussions 03-20-2014
Latest Post 03-20-2014 by Dan_Stevens_

Like Diederik mentioned, you will first need to ensure the proper program statuses are contained in your channel (within Admin). Once confirmed, you would simply create the "open" ...
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