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Definitely tricky Jennifer! I would lean heavily on the CRM/Salesforce to manage lead lifecycle, because you can customize it to each BU with record types and roles. Marketo should just act as a facilitator to move leads to different statuses based on activity. For lead scoring, you can create BU sp...
this is great thank you! i've never heard the lead scoring one before. I feel like that is a little much.Dan Stevens what do you think about the lead scoring = profiling and we must have consent?
Screen shot of transition rules please! or just write them here, let's take a look
Hey Steven, I don't think you can change it in real time.I would do the alternative method you are proposing, which is to change the value with a trigger campaign.
Hi Kelly.No you do not have to do that.It should work with your existing record types.
Hi Diana,Here you go! Building a Subscription Management Center Josh Hill's guide is comprehensive.
I think what you have setup will work. To be honest, I think the behavior for trying to change the status of a campaign member in SFDC if the person does not exist in that campaign is that the step will fail.So, I think you could just do Send EmailChange Program Status Change Status in SFDC Campaign...
Hi Diana,Good question, and it sounds like you are doing a lot of it already, except that the emails may be going out at the same time every week. A simple way to start would be to build smart campaign drip campaigns that mirror your current engagement programs, so you can have better control over t...
Hey Tim,You can also batch import the leads to Salesforce and assign to the correct owners, and sales could manage this through their lead list views. List views will allow them to batch add to marketo campaign or send marketo email. My personal opinion is that MSI will always be a little challengin...
Hey Jamye,Is this the one you were looking for? http://developers.marketo.com/blog/how-to-clean-your-marketo-database/