About Randall_Tam

Randall_Tam · ‎09-29-2020

When you use an inactivity filter like has not visited webpage, the only criteria to use when you can type english is "in past 3 months". Need to add in "past before" like for an active time base filter. IE visits web page is any is in the past before 10 minutes. It is easier to bucket leads for the purpose of actinng n what leads to attach first. .

Randall_Tam · ‎09-15-2020

Hi Folks, I am trying to create 3 buckets of leads based off their web inactivity. When I look at the inactivity filter for Not Visited Webpage, the In Past Before" Operator is not available. Here are the buckets I am trying to do: Not Visited Any Web Page in the past 30 - 60 Days Not Visited Any Web Page in the past 60 - 90 Days Not Visited Any Web Page in the Past 90 + Days Any suggestions? Thanks, Randall

Randall_Tam · ‎05-30-2019

I use PDFmy URL https://pdfmyurl.com/. This may work for you.

Randall_Tam · ‎04-09-2019

Thanks, I saw this but could not figure out how what to use as criteria to launch the campaign to isolate those leads who have failed. Do I select all group of leads and reforce a sync then view in SFDC?

Randall_Tam · ‎04-08-2019

Hi, Does anyone have any suggestions on how to create a smart list to figure what leads have failed to sync over to sailsforce given a set period of time. Thanks Randy

Randall_Tam · ‎03-28-2017

Sorry to bother you. What I do is create a form, under From settings>>Form Theme>>Edit Simple Custom CSS and add the code provided. Then use this form on a landing page and use the Landing page URL as the email CTA?

Randall_Tam · ‎03-28-2017

Sorry Sanford, not understanding where to add this piece of code.

Randall_Tam · ‎03-28-2017

Thanks Sanford, it has been moved to products

Randall_Tam · ‎03-28-2017

Hi, I am looking for a way to may a CTA in an email a form action. I am trying to do a one click registration for an event for known Leads. I don't want to have the CTA in an email send a lead back to a landing page to fill out a form if I already have there information. Is there a way to set this up where the known lead clicks the CTA link in an email that automatically registers them and send out the confirmation email? Thanks, Randall

Randall_Tam · ‎03-28-2017

I am looking to see if I can embed a simple form as a CTA in an email. Since this email is sent to known leads. I just want the CTA to act like a form so when the lead clicks the CTA in the email they are automatically registered and sent out an email confirmation.

Randall_Tam · ‎01-03-2017

Sorry I got IM which application off launch point can do this?

Randall_Tam · ‎01-03-2017

HI Greg, What is IM? Thanks, Randall

Randall_Tam · ‎01-03-2017

Thanks Greg, have you used this before.

Randall_Tam · ‎01-03-2017

Hi, I am looking for a way to produce a repot to show all interesting moments. Right now I can only see the last interesting moment. I wish to see the first, anything in middle and the last interesting moment by each lead. Do you know if this is possible? Thanks, Randall

Randall_Tam · ‎11-23-2016

Hi Kara, Have not really decided yet. For now we are just creating Marketo landing page and letting them pick a date from a drop down list to book them for an appointment. Thanks, Randall

Randall_Tam · ‎09-21-2016

Thanks Josh, I went to launch point and did not see them there. Do you know where I can find them off launchpoint?

Randall_Tam · ‎09-21-2016

Hi James, I not really looking to add a calendar event. I want to have the form to diisplay the availlable times they can book a demo/meeting. Something like this calendly.com Thanks, Randall

Randall_Tam · ‎09-21-2016

Hi James, Thanks for responding. Basically I am looking for a functionality where off our form, a contact can choose an available time when they can attend a demo. Hopefully this app will be synced with general outlook/gmail calendar to view all times available. Kinda of like when you get an email from any sales agent to book a meeting with him based off their availability of their calendar. Does this help? Thanks, Randall

Randall_Tam · ‎09-21-2016

Hi, I have a form that collects data for a demo request. On this form I want a self serve option, if the contact chooses to do so, to pick an available time when they want to view a demo. Do you know if there is anything that will do this for me? Thanks, Randlal

Randall_Tam · ‎09-07-2016

Hi, I am trying to get a lead activity report. I know tht you can do it at a one by one case but is there a function to download a list of contacts and they lead activity histor? Thanks, Randall

Randall_Tam · ‎07-15-2016

Hi Tim, Sorry, what I mean is all lead info like First and Last name, company..etc. What I am trying to do is to produce a weekly list that contains all form fill outs with all lead info. I would want this list sent to me in an email or a report. Right now I have to do this manually. I would like to have this automated. Any thoughts? Thanks,

Randall_Tam · ‎07-14-2016

Hi, Does anybody know if you can auto generate a list of leads containing lead info? This list would then be attached to an email to be sent once a week. Or Can I have a report containing all the lead information to run once a week and sent to a particular email address. Thanks, Randall

Randall_Tam · ‎05-30-2016

Great thanks,

Randall_Tam · ‎05-30-2016

Hi Sanford, Does this work only with lead tokens or can I use local tokens? Thanks, Randall

Randall_Tam · ‎05-30-2016

Thank you for your help.

Randall_Tam · ‎05-27-2016

Thanks for that suggestion, I will look into that one.

Randall_Tam · ‎05-27-2016

Nope not me

Randall_Tam · ‎05-27-2016

Hi, Do you know if Marketo has a way to produce an email as a PDF? Currently we send out tons of certificates and what this process to be automated within Marketo. For example when someone qualifies for a certificate Marketo would automatically generate the PDF and send it to them in an email. Thoughts? Randall

Randall_Tam · ‎05-25-2016

Hi Folks, Do you know if I could use RTP to display a brief video on a landing pages. I want this video to be forced placed and not give theuser the option to close it. Any direction would help. Thanks, Randall

Online Status	Offline
Date Last Visited	‎01-25-2021 10:59 AM

Date Registered	‎05-06-2016 12:26 PM
Date Last Visited	‎01-25-2021 10:59 AM
Total Messages Posted	32

Top Badges Earned

Inactivity Filters - Allow for plain english not j...

Web in Activity lead buckets

Re: Have the ability to create a pdf version of an...

Re: Creating a smart list for lead who have failed...

Creating a smart list for lead who have failed to ...

Re: embed a form within an email

Re: embed a form within an email

Re: embed a form within an email

embed a form within an email

Embed a form in an email

Re: Interesting Moments Report

Re: Interesting Moments Report

Re: Interesting Moments Report

Interesting Moments Report

Re: Appointment booking

Re: Appointment booking

Re: Appointment booking

Re: Appointment booking

Appointment booking

Lead Activity Report

Re: Automating an email with a list of leads from ...

Automating an email with a list of leads from comp...

Re: Output an email as a PDF document

Re: Output an email as a PDF document

Re: Output an email as a PDF document

Re: Output an email as a PDF document

Re: Output an email as a PDF document

Output an email as a PDF document

Using RTP to display a 10 second video