Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
My assumption is that Marketo would have a difficult registering the date/time winner and then translating that into the 'winning send date/time', since the test dates have already passed.
I'd echo Stanford's suggestion. If you're set on using the triggered approach, you could create a field that gets populated based on the 'inactivity of changes' (via batch campaign processes) and then once that gets populated, you could trigger an email send. This would be extra processes to configu...
Hi Michelle! You may try using the "SFDC Type" field as that's a good indicator if someone is an SFDC record or not. For the newly created leads triggered smart campaign, it may also be worth using the constraint to only pull in those that are not coming from SFDC. And then for your batch campaign, ...
Hey Erik - I'm not familiar of a way to turn this particular functionality off, but you could create a separate view in SFDC that only some users can see before rolling out to the other 'live' views.
Hi Stephanie - try adding the 'Added to Opportunity' trigger as well. If records are newly converted and added to an Opp that could help catch these.
Hi Sam - Marketo should be able to read the Opportunity and Account objects with the native SFDC sync: SFDC Sync: Opportunity Sync - Marketo Docs - Product Documentation. Is this not the case in your instance?
I don't believe there's documentation for that specifically, but I would recommend having a flow step in the MQL campaign that's wait step - this would be the amount of time needed to pass for the automatic MQL > Recycle move. The next flow step would listen for IF the status is still MQL after the ...
Hi Stephen - both Lattice or Leadspace would be great options to explore.
Hi Mark! If a lead has made it to MQL, but isn't being followed up with, pushing records to a 'recycled' or 'nurture' status would be best so you can keep track of those that marketing deemed as qualified, but sales did not. This is useful information because you can start to create content as to wh...
Hi Barry! If you have custom development resources, another option may be to create a Marketo custom object for the orders/SKUs. It's more technically involved, but could be a good option. More information is here: Understanding Marketo Custom Objects - Marketo Docs - Product Documentation .