Dan_Stevens_

Dan_Stevens_

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Date Last Visited
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Level 10 - Champion Alumni
Joined the community 10-06-2013
Rank Icon Level 10 - Champion Alumni
Sr. Director, Global Demand Center
Cleveland, Ohio
  • solved badge Re: Email campaigns Management - Time consuming?

    We use Workfront. More detail can be found in my reply in this thread: Re: MARKETO SOP

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  • Re: De-duplication potential solutions

    We looked at RingLead, but unfortunately, it's not able to merge the records in MS Dynamics first (and have them eventually updated in Marketo during the next sync) - which is required, if they are lead/contact records. RL is primarily a SFDC solution.

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    4049 1 1
  • Re: Bot or Not? – Are you suffering from ‘bot clicks’?

    - Request Campaign (Your normal email processing campaign)This way you're not monitoring activity on the email until 10 seconds after delivery, which should exclude the majority of bot activityWhen you request your normal processing campaign, you now must use filters instead of triggers (since you'r...

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    6059 1 1
  • Re: Question About "Not Opened Email" filter

    Hi Meredith - have a look at this thread for more detail around inactivity filters. Yes, this is confusing!Sanity check: activity and inactivity filters

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    2253 0 0
  • solved badge Re: Communication Limits

    Hey Nick - this just applies to EPs that use simple emails. For those that include child programs (instead of the simple email), once a person qualifies for that program, they are "marked" as such (before "communication limits" kick-in) and will now move on to the next program during the next cast,...

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    7208 2 1
  • Re: CRM Creating Programs in Marketo

    No, that's fine, Gerard. I don't get out to the community as often as I used to. This helps focus me to the right threads.As Dave mentions, I too am not aware of any native functionality to do this - and even if it was, agree that it's a bad idea. Especially since Marketo does not natively sync t...

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    6435 2 3
  • solved badge Re: Update to email templates

    You nailed it Anna. That's definitely the best practice: a combination of a parent token (my.year) baked within a snippet. And we take it one step further - we have a single snippet that serves up localized/translated footer based on country:

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  • Re: Private Event with Restricted Guest List

    We built a custom program template/workflows that we use when audiences are restricted/invite-only. Have a look at this thread: Re: Event Registration Cap

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    3029 2 0
  • Re: The "Email CC" option is finally here!

    I found this to be a more preferred way of how this feature should work (I think you actually included the link in one of your prior posts, Sandy): https://customer.io/docs/documentation/fake-bcc.html

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  • solved badge Re: Permissions at folder level

    They did announce this at Summit back in 2017. Their intention all along was to include this in Marketo Sky - the nextgen UI/UX. But as you probably already know, this too has been delayed and is still in beta. I just checked the beta environment today and there are no features that allow permiss...

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Public Statistics
Date Registered ‎06-10-2013 06:23 PM
Date Last Visited Friday
Total Messages Posted 4,485
Likes Received 4388