Dory_Viscoglio

Dory_Viscoglio

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Date Last Visited
‎07-30-2021 11:29 AM
Level 10
Joined the community 05-02-2015
Rank Icon Level 10
Senior Marketing Ops Manager
Greenwich, CT
  • Re: Marketo Fearless Forum: Edition 03

    Also appreciate the Bizible insights since we recently signed on and are just starting to see some results coming in! #nymug​

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  • Re: Is lead to account matching needed for ABM?

    RingLead is AWESOME when it comes to deduplication and lead to account matching as it gives you much more flexibility in the matching rules than something like Engagio. While they're very accommodating to trying to help you work within their constraints at Engagio, they just don't have the flexibili...

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  • Re: Marketo Leads Syncing to SFDC Campaign

    Ahh, yes, that is correct. Sorry, when you create the campaign from Marketo it's automatically active so I wasn't thinking about that. Thanks

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  • Re: Marketo Leads Syncing to SFDC Campaign

    Hey Greg,We don't have any of our campaign syncs active (we do turn them on to create the campaign sometimes as it's faster than creating in SFDC), but we don't keep any of ours active due to not wanting to sync as soon as someone is a member of the program.-Dory

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  • Re: Wait Step - Possible to use day as a filter?

    Could you insert an additional wait step for 3 days from when the email is sent on Tuesday? This way you are on Friday and you can push to the following Thursday more easily.

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  • Re: New Lead Owner and Account Owner for Alert Campaigns

    Hey Ashley, the lead/account owner are usually updated in SFDC (or your synced CRM). You can update them via a smart campaign or flow step in Marketo, but generally we like to do this via our assignment rules in SFDC. For part 2 of your question, it sounds like you're looking to get more of a 'repor...

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  • Re: Marketo Leads Syncing to SFDC Campaign

    Hey Lauren,To accomplish this you will need to have the SFDC campaign created, and only use the Add to SFDC Campaign flow steps, not the sync 'connection' at the program level.

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    3436 1 6
  • Re: Can I create an SFDC Campaign on Marketo and import a list of peop...

    Hi Rajat, you can create a static list in the lead database to import the list, and then run a flow step on everyone in the list to add them to the SFDC campaign. But, what is the benefit of not creating a program in Marketo for this as well? If you are tracking in a SFDC campaign it's likely someth...

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  • Re: Find Empty / Unused Fields Across Database

    Hey Jesse, the easiest way to find any fields that are empty across the database is to pull a spreadsheet of all records in your db, with all fields (not just those in the smart list view), then pivot the information. This will likely be a pretty heavy spreadsheet, so hopefully you don't have a Mac ...

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    2272 1 1
  • Re: Marketo API Form Submission

    Hey Justin, I'd look at one of the records created to see how it came in, and also ask them the form id that they're using. If the form id doesn't line up you could have an issue.

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Public Statistics
Date Registered ‎02-05-2015 10:15 PM
Date Last Visited ‎07-30-2021 11:29 AM
Total Messages Posted 2,159
Likes Received 1608