Ari_Echt1

Ari_Echt1

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Date Last Visited
‎06-11-2020 07:43 PM
Level 5
Joined the community 21-10-2013
Rank Icon Level 5
  • solved badge Batch registering people for gotowebinar

    Hi there, We're doing a webinar that is being promoted by a third party. People are registering on the third party network of sites, so we can't supply them with Marketo form. They are providing us with spreadsheet list of those who registered. I'm looking for most efficient way to get them register...

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  • Re: Counting MQLs

    Thanks, Josh.That would work. Would just require exporting leads from Marketo, then opportunities from Salesforce, then deduping. Wondering if there's any less manual way.

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  • Counting MQLs

    In our smart list for defining criteria for MQL threshold, we're currently unable to add "was added to opportunity" as a filter because Marketo counts opportunities at the contact level. So if an opportunity has 5 contacts associated, it would increase our MQL count by 5 instead of 1. So looking for...

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  • Re: capitalizing first names

    Thanks for the feecback.

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  • capitalizing first names

    When using the token "first name" in emails, is there a way to have it be capitalized even if the person entered their name in lower case on form submit?

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  • Viewing the time stamp on lead status change

    We are very early users of RCA. We have custom field in SFDC for "lead lifecycle stage" that is tied to our model. In the activity logs, you can see line items for when that field changes. Is there any way to export the exact time when that change ocurred into a spreadsheet?

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  • Re: How to view top performing programs by date

    Hi Adam,Thanks for your input. To answer your question: "Ari, can you explain why you couldn't use a landing page performance report? You can't filter out necessary leads to get the data you want. Are you saying that you have people participating in the pages that you don't want in reporting?"Yes, I...

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  • How to view top performing programs by date

    We want to be able to view each month, which programs were generating names (both new names and total names). In the Setup for program performance reports, there's no date range. So you can only view program reports for all time. If you create a Lead Performance report, and group by Acquisition Prog...

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  • Re: Any easier way of assigning lead ownership

    Yes. Process change.

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  • Re: Any easier way of assigning lead ownership

    Thanks a lot for the input. I think we'll go the BDR qualification route.

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Public Statistics
Date Registered ‎10-21-2013 09:53 AM
Date Last Visited ‎06-11-2020 07:43 PM
Total Messages Posted 144
Likes Received 134
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