Level 9 - Champion Alumni
Joined the community 16-10-2013
Level 9 - Champion Alumni
Philadelphia, PA
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Todd, you might already have solved the issue, but in case you did not, in addition to Kristen Malkovich's suggestion, you could look into Email Script Tokens to see if they could...
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Hi JD,There are a number of things that can create discrepancies in reporting so I try to run reports from different angles to try and get as much of a complete picture as I can. A...
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Hi Scott, Do you have a Revenue Model (sometimes called Lead Lifecycle) set up in your instance? If you do, you could look at records based on Revenue Stage and how long they have ...
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Tom, Kristen is totally right You could add tokens to the email program, clone it and use tokens to update the email - that makes editing the email that much quicker. Here is a gre...
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Nathan, what CRM do you use?
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Hi Nathan,Not sure you had seen this - it is a Marketo report called Lead Performance Report. I posted this yesterday:Nathan, this is an roundabout way of solving your problem, but...
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SF stands for Salesforce and here are the instructions on how to sync a Marketo program to a SF (Salesforce) Campaign: Sync an SFDC Campaign with a Program - Marketo Docs - Product...
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Nathan, this is an roundabout way of solving your problem, but try this:Create a Lead Performance Report. In Setup pick leads created all time and group by SFDC Type. Then pull the...
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Nathan, do you have more than one form per program? If so, and if you do not mind to do the work in a spreadsheet, you could simply create a smart list with "filled out form" and d...
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True! It would mean doing the math every week on a spreadsheet, which is not ideal.
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