Frank_Elley

Frank_Elley

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Date Last Visited
‎05-26-2022 12:20 PM
Level 3
Joined the community 06-12-2010
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Director, Marketing Automation
San Jose, CA
  • Re: Apply Suppression List to all Programs

    This may be of tangential interest: We've created a smartlist named something like "All Marketable". It excludes unsubscribes, bounces, etc. But it also excludes members of some programs/campaigns (people who downloaded some free utilities, for example) that we know we never want to market to. Then,...

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    3674 1 0
  • Re: Master Source for Account Profile Data (Co. Size, Revenue, etc.). ...

    Thanks Josh. All leads start out in Marketo and run through a basic wash cycle. All data sources write values into a private field, and then a Marketo whitespacing routine consults those sources, in priority order, and fills in Number of Employees from the first match. It also writes the source it u...

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  • Master Source for Account Profile Data (Co. Size, Revenue, etc.). Reco...

    We've acquired contacts from a variety of the usual suspects over the years: RainKing, DiscoverOrg, Jigsaw/Data.com, etc. etc. They each have their own profile data of the type we're specifically looking for: formal company name, subsidiaries, number of employees, revenue, industry/SAIC no. We curre...

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    1721 0 2
  • Full sync versus data changes between Marketo and SFDC

    Looking to clarify some use cases. Let's assume there are no configuration issues, such as permissions getting in the way. If bi-directional sync is turned on and is working normally for all fields:- When some field values do not match between Marketo and SFDC. Let's say a custom field, Alpha, is XY...

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  • Notice any issues with "Sync lead to SFDC" since Friday?

    We synchronize leads from forms and imports over to Salesforce.com using a standardized set of Marketing Activities. We set values for custom fields that track programs and sources. And then a "Sync Lead to SFDC" block sets the owner and syncs the lead. This "Sync Lead" block first checks to see if ...

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    885 0 2
  • Re: Webex Campaign Flow for "Invited" Second Email Difficulties

    Josh ... Would it be just as simple to move the wait to step 2? That provides plenty of time for email delivery. It seems appealing to have all this event-related workflow in one place for reference. And the Results tab would give you a better rolled-up view of the progression of individual members....

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  • Re: Moving from Traffic Cop to Customer Engagement engine?

    Did this webinar ever happen?Key question we're investigating: We've been running several nurture programs for a year or so using traffic cop. What's the best migration practice? Can we create new tracks using engagement programs, and do they play nicely with programs using traffic cop; for example,...

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  • Re: Anonymous Activity Reports look suspicious: 96 leads and page view...

    Thanks! I took you up on the offer and just submitted a case (#00208323). If anyone does recognize the pattern and/or the companies, I'd appeciate hearing the explanation.

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  • Re: Twitter Cards - sending to LP

    I'd be interested in hearing options for engaging with these leads as well.We've done the barebones integration between Twitter Cards and Marketo. One key challenge is that you only get three pieces of information:Username as a single text string. Does anyone have a solution for parsing these names ...

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    1265 1 0
  • Re: Anonymous Activity Reports look suspicious: 96 leads and page view...

    Thanks ... but it's a different issue. Your fix addresses form submissions. I'm looking at anonymous activity reports. I can always just filter out those specific companies. But the larger question I'm being asked by execs: "Would filtering just be covering up a Marketo bug? It's just too coincident...

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    1298 0 0

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Public Statistics
Date Registered ‎12-06-2010 10:09 AM
Date Last Visited ‎05-26-2022 12:20 PM
Total Messages Posted 69
Likes Received 12
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