Randall_Tam

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Joined the community 06-05-2016

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Lead Activity Report

by 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

Discussions

1415 0 1

Lead Management Reports & Analytics
Re: Automating an email with a list of leads from completed forms

by 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 t...

Discussions

1633 0 1
Automating an email with a list of leads from completed forms

by 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.OrCan I have a report containing all the lead information to run once a week and sent to a particular email address.Thanks,Randall

Discussions

1668 0 3

Integrations Lead Management Reports & Analytics
Re: Output an email as a PDF document

by Randall_Tam 05-30-2016

Great thanks,

Discussions

2138 0 0
Re: Output an email as a PDF document

by Randall_Tam 05-30-2016

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

Discussions

6023 0 2
Re: Output an email as a PDF document

by Randall_Tam 05-30-2016

Thank you for your help.

Discussions

6023 0 0
Re: Output an email as a PDF document

by Randall_Tam 05-27-2016

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

Discussions

6023 0 5
Re: Output an email as a PDF document

by Randall_Tam 05-27-2016

Nope not me

Discussions

6023 0 0
Output an email as a PDF document

by 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.Thoug...

Discussions

7099 0 16

Integrations Lead Management Partners
Using RTP to display a 10 second video

by 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

Discussions

980 0 2

Web Personalization