Sean_Richards

Sean_Richards
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Date Last Visited
‎12-05-2023 01:59 AM
Level 5
Joined the community 17-02-2017
Rank Icon Level 5
Co-Founder and Director
Camberwell
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  • Account Record Types for B2B database segmentation
    by Sean_Richards name dot 04-29-2018 quickview

    I am writing to the community on this architentual issue, hoping some one has some ideas that could help.First off, worth noting that we bring all contacts/leads into Marketo to run communications across our whole customer journey.When I designed our SF instance I decided to use Record Types to hand...

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    Discussions
    1374 0 1
    Marketing: Marketing Operations (MOPS) & Data
  • MSI operational email flag not being respected
    by Sean_Richards name dot 06-01-2017 quickview

    I have an email exposed to MSI which is set to Operational EmailI navigate to a Lead which is marked as "Email Opt Out"/UnsubscribedSelect "Send Marketo Email" Select the operational email template and click sendExpected behaviour:Even though the Lead is opted out, the email template is set to opera...

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    Discussions
    1457 0 2
    Sales Insight
  • Re: Unrendered Tokens in Sales Insight Emails
    by Sean_Richards name dot 05-31-2017

    I have the same issue. I have an email in a webinar program and I've exposed the invitation to MSI, but the Program tokens are not being populated when sent through Marketo from within SFDC MSI. Am I doing something wrong? Is this a bug?

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    Discussions
    3630 0 0
  • solved badge Re: Strip ALL HTML from Snippet
    by Sean_Richards name dot 05-23-2017

    That's awesome Dan. Can't believe I hadn't stumbled across those settings yet! Thank you so much for replying.

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    Discussions
    2119 0 0
  • solved badge Strip ALL HTML from Snippet
    by Sean_Richards name dot 05-23-2017 quickview

    Hoping a superuser can help answer this one.I want/need to use snippets in some email templates, but I need these snippets to be completely plain text. No HTML at all.Currently, when I edit the HTML in the snippet and strip all of the

    tags from each sentence, the editor puts them all back in before

    ...

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    Discussions
    2216 0 2
  • Re: Current User Signature - Sales Insight
    by Sean_Richards name dot 05-12-2017

    I am looking to implement this same thing. Can you pretty please provide some insight into the solution? I want to have the signature be the person who initiated the Sales Insight email send?

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    Discussions
    2297 0 0
  • Re: update acquisition date
    by Sean_Richards name dot 05-11-2017

    Couldn't you do it in Salesforce through Dataloader? Export all records with ID, created date. Then import the created date into the acquisition date field?

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    Discussions
    1602 0 0

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Public Statistics
Date Registered ‎02-17-2017 01:24 AM
Date Last Visited ‎12-05-2023 01:59 AM
Total Messages Posted 133
Likes Received 33
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