Alex_Stanton1

Alex_Stanton1

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Date Last Visited
‎01-26-2022 12:57 PM
Level 9 - Champion Alumni
Joined the community 16-10-2013
Rank Icon Level 9 - Champion Alumni
Philadelphia, PA
  • Re: Can we reuse the Form 2.0 Select Field in Mutilple Forms?

    If you added the values in the form using this method: Define Values in a Radio or Selected Field in a Form, I am afraid not. If it is something you want to normalize, consider using a picklist field in the CRM.

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  • Re: Remove code from Rich Text token in text version of email

    Justin, that would work. It would definitely be much better. If this helps: HTML to Text Email Converter | Email Design Reference

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    3097 1 0
  • Re: Do I need specific/individual forms?

    There are a number of ways of achieving this result. Here are the first two that come to mind: A. If you want to use the Fill out Form and the Remove from Flow, you will have to make a separate smart list (eBook 1 Download smart list) with a Filled out form filter (eBook Download) with the constrain...

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    983 2 0
  • Re: Can you create a SFDC Opportunity from Marketo?

    Hi Sarah,There is only one way to do it, as a secondary effect of the Convert Lead ​flow step: However, as the article says: "converting a lead in Marketo will result in a new account and opportunity in Salesforce. If you do not want duplicate accounts, use Salesforce to convert."Otherwise, Marketo ...

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    2194 0 0
  • solved badge Re: Report Subscription time

    I have seen them run between 3 and 4 am ET. If you need the report before that, you can click on the envelope in the column Run Now and an email will be sent with the report to all recipients.

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    1979 0 1
  • Remove code from Rich Text token in text version of email

    When using Rich Text tokens, the HTML code is also visible on the text version of the email and it is tedious to remove it. An HTML to Text Email Converter would be useful to "translate" HTML tokens to plain text.

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    3263 26 5
  • solved badge Re: Best Interesting Moments

    Hi Tim, It is worth noting that interesting moments are visible in the Opportunity Influence Analyzer. if you use this report. Like Dory and Josh suggest, talk to sales to see what they deem interesting. Then, if you use the Opportunity Influence Analyzer, consider what interesting moments will high...

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    2357 3 0
  • Re: Calculation of Conversion Rate - Success Path Analyer

    Hi Jeff,This line "Click Conv % to graph the conversion rate from this to the next stage" from Using the Success Path Analyzer - Marketo Docs - Product Docs​ seems to imply that the conversion is from one stage to the next, hence it is my understanding it is B. I wonder if a custom Lead Flow report ...

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    1558 0 0
  • solved badge Re: Lead Score Decay question

    The main issue with wait steps is that once someone is in it, they remain in it even if the campaign is deactivated and then proceed through the rest of the flow steps.

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    1555 0 0
  • solved badge Re: Revenue Cycle Models

    That totally depends on what you want to measure and how records proceed through the lifecycle. You could instantly MQL records who request a trial and measure what percent MQLd for what reason within the bucket itself. If leads that come in from the partner channel follow a different path, it does ...

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    2439 3 0

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Public Statistics
Date Registered ‎10-16-2013 08:13 AM
Date Last Visited ‎01-26-2022 12:57 PM
Total Messages Posted 242
Likes Received 440