Conor_Fitzpatri

Conor_Fitzpatri

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Date Last Visited
‎08-13-2021 02:29 PM
Level 6
Joined the community 03-02-2014
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  • Re: Any easier way of assigning lead ownership

    Hi Ari,I had a similar situation and I used the company email domain to pull out new leads that come from our existing customers.My campaign is as follows:Smart List: Email Address contains @companydomain1.com, @companydomain2.com, etc.Flow: Change Owner - Assign to RepI created a report in SFDC of ...

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  • Re: Filter with Contains and Multiple Values

    Matt,You were completely correct, I did overlook some values. Also, I added an @ before the domains to prevent any further exceptions.Thanks for the help!

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  • Re: Filter with Contains and Multiple Values

    Matt,Forgot to thank you for taking a look at this and, yes, the smart list is set to ALL.

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  • Re: Filter with Contains and Multiple Values

    For example, we got a lead from [name]@bluewolfgroup.com that went through the flow, but shouldn't have.In our list we do have domains that contain the words, "blue" and "group", but not those words alone. If the logic was email address contains "blue" or "group", I'd understand why it triggered so ...

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  • Filter with Contains and Multiple Values

    Hi Everyone,I'm trying to figure out how the "Contains" filter logic works with multiple values. I have a trigger campaign that runs when a lead is created and looks for email addresses that contain a list of domains from our current customers. The goal is to route any web leads created by our curre...

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  • solved badge Re: How to disable marketo token checking for third party dynamic link...

    Gary,I should also mention that I recently started working for Clicktools and can verify that Marketo Tokens will pre-populate your surveys with personalized infomation. If you run into any problems or need help testing, just let me know and I'd be happy to assist further.-Conor

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  • solved badge Re: How to disable marketo token checking for third party dynamic link...

    Hi Gary,You actually need to use Marketo Tokens rather than SFDC Merge Fields. For Contact ID and Contact First Name, the equivalent Marketo Tokens are {{lead.SFDC Id}} and {{lead.First Name}}. Since Marketo Leads can be either a SFDC Contact or Lead, these Tokens can also give you SFDC Lead ID and ...

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  • Re: ClickTools Users?

    Hi Dave,Can you provide more information about how your campaign token was built? Since you can have multiple campaigns attached, I'm assuming that the field you created, CampaignID, is set up to pull the primary campaign associated with a lead or contact .Also, are you passing Campaign Member Statu...

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  • Re: Dynamic Charts and Reports in Emails

    Grant,Thanks for the idea. It looks like Google Charts can integrate with SFDC. However, I'm not sure how the URL would be created. If it's based on the SFDC Id, we could use the Marketo token and personalize the chart per user which would be really awesome.

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  • Re: Annual Renewal Nurture - How to trigger emails based on a Future D...

    Awesome tips, really appreciate the help Jeff!!

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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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