Level 9 - Champion Alumni
Joined the community 16-10-2013
Level 9 - Champion Alumni
Philadelphia, PA
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You could ask Marketo support to slow the sync. I think the default is 5 min or so - you could slow it to 15. It would create a bigger window for people to update the records but i...
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Hi Gregory, Look into the lead assignment rules. If you are using the SFDC default rules and you assign leads to a queue, that could cause duplicates.
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Hi Joanna,I have not had to solve this issue before, but I would look into using segmentation and snippets for this purpose - here is an article that explains how to go about it: M...
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Nested smart lists put a lot of strain on the system. I have seem them fail and break a campaign so if you can find another way to achieve the same result, I strongly encourage you...
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Dane, just ensure you are not blocking fields that will prevent other things in Marketo from working. If you have a lead lifecycle program, for instance, and stages which react to ...
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If you set up SFDC campaigns for the Marketo programs, you can also look at the Campaigns with Influenced Opportunities report in SFDC.
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It is hard to say without seeing the program, but Josh does have a point. I have set up a number of nurtures with an initial triggered campaign that sent out the first email and th...
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It might take a bit of work, but you can run separate email performance reports by month (just adjust the date in the set up section).
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A static list is probably your best bet. If you want to experiment with something else, you could try with SFDC campaigns membership, maybe a separate one for each one of your dif...
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Hi Mike,You can also have a look at this post from a few days back for an alternate solution to lead source using UTM paramenters: Solution to using UTM parameters & cookies to...
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