Conor_Fitzpatri

Conor_Fitzpatri

Contact Me
Online Status
Offline
Date Last Visited
‎08-13-2021 02:29 PM
Level 6
Joined the community 03-02-2014
Rank Icon Level 6
CA
  • solved badge Re: Triggering Auto-Email Alerts from a Specific Form Field Picklist S...

    Hey Justin,You could just add an additional filter, where the picklist value = Yes: Use ALL Filters Trigger - Fills Out Form Filter - Picklist Value = YesHope that helps.

    image_type
    Discussions
    1760 0 0
  • Re: Right click weirdness

    I've also been seeing this behavior. After I left click within the side bar, I am able to succesfully complete actions through the right click menu.

    image_type
    Discussions
    1862 0 0
  • solved badge Re: Demographic Scoring

    Whitney,You have several options here: trigger campaigns (ie Lead is Created and Data Value Changes), recurring batch campaigns, or a combination of both. For demographic scoring, I'd suggest primarily using recurring batch campaigns since it puts less stress on the system and lets your trigger camp...

    image_type
    Discussions
    2825 2 1
  • Re: Email Invalid field reset?

    Whitney,I believe I deleted the flow step and then re-added it to make it save. I'm sorry to say I forgot exactly how I fixed this, but will let you know if I remember.

    image_type
    Discussions
    1493 0 0
  • solved badge Re: How can I add a new program status?

    Hi Jen,Take a look at this article. It details how you can make custom program channels with your own statuses. You just need to make sure you select your created channel when creating a program.

    image_type
    Discussions
    4127 2 0
  • solved badge Re: Lead Create not sending emails on Data Value Change trigger

    Phil,I've encountered this problem before and I think Marketo only registers data changes after a Lead has been created/synced. Therefore, I think you would create an additional Campaign with the Lead is Created trigger and a filter for your given field. By using both the Data Value Changes and Lead...

    image_type
    Discussions
    685 2 0
  • solved badge Re: send unique url to each member of a list?

    Terry,You can absolutley put it behind a button. You would create the unqiue URL as Matt described and throw it in the href tag of your button image.

    image_type
    Discussions
    1993 1 0
  • Re: Token issues: lead owner = system admin

    Hi Steph,Is there a reason that the Contacts in SFDC have to continue to be owned by the System Admin? If not, I suggest you take a look at program called DemandTools or just use the standard SFDC Data Loader to mass re-assign the Contact Owner to match the Account Owner.Also, you could use the Acco...

    image_type
    Discussions
    1305 0 0
  • Re: How do I cross reference a list of companies with existing leads

    Hi Arif,Rather than company name I would suggest using company email domain since company names could be written in so mnay different ways. Therefore, your smart list would be email address contains @abccompany.com, @defcompany.com, etc.

    image_type
    Discussions
    1771 0 0
  • Re: How to get a list / report of Emails published to Sales Insight

    Hi Phil,I've run into this issue as well and it is quite frustrating. However, you can go to the Design Studio and click on the Design Studio menu on the left and then Emails (make sure to not click on an individual email). It will give you a sortable list of all the emails and you can sort by email...

    image_type
    Discussions
    731 1 0

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Contributor2 Contributor2 Earned on 4.21.21 Earned by 93 people Select to learn more
  • Seeker Seeker Earned on 2.26.21 Earned by 681 people Select to learn more
  • Coach Coach Earned on 2.26.21 Earned by 91 people Select to learn more
  • Engage 1 Engage 1 Earned on 2.18.21 Earned by 831 people Select to learn more
  • Ignite 1 Ignite 1 Earned on 2.18.21 Earned by 4262 people Select to learn more
  • Give Back 1 Give Back 1 Earned on 2.18.21 Earned by 4364 people Select to learn more
  • Affirm 1 Affirm 1 Earned on 2.18.21 Earned by 713 people Select to learn more
  • Ignite 10 Ignite 10 Earned on 2.18.21 Earned by 296 people Select to learn more
Public Statistics
Date Registered ‎02-03-2014 03:46 PM
Date Last Visited ‎08-13-2021 02:29 PM
Total Messages Posted 154
Likes Received 92
Likes from