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
  • solved badge Re: How to hide a column in Revenue Cycle Explorer?

    Thanks Jeff. I didn't realize once you apply a filtered data value and then remove it from the report, the filter still remains at the top with the other filters. Thanks for clarifying this!BTW, within the Layout Pane, why are the yellow column names/attributes listed as "ROWS"? In my report, the...

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  • solved badge How to hide a column in Revenue Cycle Explorer?

    According to this article (https://community.marketo.com/MarketoArticle?id=kA050000000KyvgCAC), I should be able to right-click on a column header to hide the column from my chart. But when I right-click on a column, I see none of these options. The column field (which is actually contained in the...

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    1650 0 3
  • How to provide read-only access to Marketing Activities?

    We would like to configure a role that only provides read-only access to all four areas of Marketo. But I'm not sure that can be done. When configuring access, for example, to Marketing Activities, I only see the options below. Is a read-only role not possible?

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    1340 0 3
  • Can formula fields be used in RCE?

    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 can be synced/added to RCE (as a new dimension). Is it not possible to use formula fields in RCE? If not, does anyone ...

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    1776 0 4
  • solved badge Is there a filter/trigger for "known lead"?

    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 anonymous? Would I simply include "Email Address is not empty" filter?

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    790 0 1
  • Re: Interesting Moment Types

    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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    4883 1 0
  • Re: Where is the "Lead Actions" menu when viewing program members?

    I just found two related ones - thanks Cheryl. Anyone else looking for this funcitonality, please vote here:https://community.marketo.com/MarketoIdeaDetail?id=08750000000InNPAA0https://community.marketo.com/MarketoIdeaDetail?id=08750000000IaMnAAKhttps://community.marketo.com/MarketoIdeaDetail?id=08...

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    1747 1 0
  • Where is the "Lead Actions" menu when viewing program members?

    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 marketers want to push a lead into CRM - even though the score hasn't reached our MQL threshold. There are also times whe...

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    1762 0 5
  • Re: Insert variable in email?

    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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    1235 0 0
  • Re: Undesired behavior when using Personalized URLs PURLs

    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 is not desirable for anonymous leads. I have contacted our Product Management for clarification on this matter and am awa...

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    7053 1 0

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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