Rachel_Breden

I've asked related questions before, but I'm still confused. In my Field Database, I have: Sales Owner Contact Owner Account Owner However, if I try to use tokens to send emails from various owners, the only token I have is Lead Owner.  What does the Lead Owner equate to, Sales, Contact, or Account? If I use the Change Owner flow step, which "owner" type does it change? ... View more

I'm sending an email from our recruiters and using the tokens Lead Owner First Name, Lead Owner Last Name, and Lead Owner Email Address. The names are pulling in ok, but for some reason it's pulling in the wrong email address. Any ideas as to why? Shouldn't the email be tied to the name of the owner?  ... View more

I work at a college and we had the idea to send our applicants a monthly check-in email showing the steps they have completed as well as the steps they still need to take to become students. For example, something like this: As of 7/13/16, this is the information we have on file for you: Applied for Admission Sent us transcripts These are the items you still need to complete to become a student: Send us ACT/SAT scores Complete testing File FAFSA There are five steps to take, resulting in 31 possible combinations. I'd really hate to have to set up 31 different emails and was wondering if there was a way to have the "steps" content generating automatically. For instance, if I upload a list of applicants with a column for each of these steps marked true or false, is there a way I could assign rules such as, If "Applied for Admission" is "TRUE" display "Applied for Admission" in the place I designate? ... View more

I am working with my institution's webmaster to set up our site so that people who fill out forms hosted on our server (not Marketo forms) feed into Marketo. We did this successfully (i.e., if someone fills out a form a lead is created in Marketo), but we can't figure out the next step. I'd like to be able to set up a trigger campaign in Marketo for when someone fills out a particular one of these forms, but I don't know how to get our forms to register as a form within Marketo. When I try to set up the trigger and do "Fills out form is..." I don't have the option to select the form hosted on our organization's server. I suspect this is because Marketo does not really recognize it as a form. Any suggestions? ... View more

I have a lead who seems to have gone rogue. In the web activity report, it shows that she views hundreds of web pages every day, some of which are very old and not even linked from anywhere on our site. Just today, her name showed up in an email campaign that she wasn't even part of. I work at a college, and the lead is for one of our students, but I don't think it is actually her. Any explanations? ... View more

Hi Everyone, I'm pretty new to Marketo so maybe this is a stupid question, but... I just inherited my company's Marketo instance from a co-worker who left abruptly and I'm trying to understand lists. We have a folder with lead lists in Marketing Activities and a bunch of lists in Lead Database. I would like to contain all lists in one central location, preferably the Lead Database. Is there a way to move my lists from MA to the LD? Or is there a 'best practice' reason my co-worker did it the way she did and I should leave them separate? A little explanation and advice would be appreciated! Thanks. ... View more