Randall_Tam

Level 2

Joined the community 06-05-2016

Level 2

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Customized Forms

by Randall_Tam in Product Discussions 09-27-2021
Latest Post 09-27-2021 by Ryan_Dee23

Hi Folks, Can someone point me to any articles on how to customize my marketo forms. I want to present my fields in a horizontal pattern instead of Marketo's standard vertical lay...
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Inactivity Filters - Allow for plain english not just for 1 criteria

by Randall_Tam in Ideas 09-29-2020
Latest Post 09-29-2020 by Randall_Tam

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 a...
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Web in Activity lead buckets

by Randall_Tam in Product Discussions 09-15-2020
Latest Post 09-15-2020 by SanfordWhiteman

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, theIn Past Before" Operator is not...
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961
Creating a smart list for lead who have failed to Syn to Salesforce

by Randall_Tam in Product Discussions 04-08-2019
Latest Post 04-09-2019 by Randall_Tam

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.ThanksRandy
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embed a form within an email

by Randall_Tam in Product Discussions 03-28-2017
Latest Post 03-28-2017 by Hobie_Thompson1

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 ...
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Embed a form in an email

by Randall_Tam in Help Feedback Discussions 03-28-2017
Latest Post 03-28-2017 by Devraj_Grewal

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 ...
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2795
Interesting Moments Report

by Randall_Tam in Product Discussions 01-03-2017
Latest Post 01-04-2017 by Dan_Stevens_

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...
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Appointment booking

by Randall_Tam in Product Discussions 09-21-2016
Latest Post 11-23-2016 by Randall_Tam

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...
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Lead Activity Report

by Randall_Tam in Product Discussions 09-07-2016
Latest Post 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?Tha...
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Automating an email with a list of leads from completed forms

by Randall_Tam in Product Discussions 07-14-2016
Latest Post 07-15-2016 by Grégoire_Miche2

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.OrCan I have a report contain...
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