Conor_Fitzpatri

Conor_Fitzpatri

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Date Last Visited
‎08-13-2021 02:29 PM
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Joined the community 03-02-2014
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  • 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...

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  • 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.

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  • 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...

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  • 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.

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  • 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...

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    725 1 0
  • Re: Log a SFDC 'send email' activity for Marketo email

    Under Sync Options in the Salesforce section of the Admin panel, make sure "Sales email sent" is checked. This will create an activity in SFDC everytime an MSI email is sent.

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  • solved badge Re: Unsubscribing from Marketo and changing SFDC records?

    Bridget,I've set up a couple campaigns to leverage the SFDC Confirm Email Address flag (the yellow caution triangle). The campaign is as follows:Smart List (Use ALL Filters) Data Value Changes - Email Invalid - New Value is True Email Bounced Date is Empty (want to exclude any email address that h...

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  • Re: Synching Marketo with SFDC - performance question

    Hi Scott,We had the same issue at one of my past companies. What I would suggest is you perform an audit on the fields syncing over to Marketo from SFDC. Support can help identify the fields that are syncing the most data. We had tons of SFDC fields that changed frequently (and therefore were hoggin...

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  • Re: Unsupported Date Token in Campaign?

    After you remove the letters, a drop down menu should appear as in the image below. You need to select the token from the drop down menu. For some reason, the system does not always properly save the token unless you select it from the drop down - removing letters is simply a way to get that menu to...

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  • Re: Unsupported Date Token in Campaign?

    Jamie,Give this a shot: Click into the token with the red line Delete a couple characters at the end of the token Wait for the drop down options to show up and select the appropriate token Make sure the campaign auto-saves in the top right hand cornerI have run into this issue a couple times and...

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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
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