Conor_Fitzpatri

Level 6

Joined the community 03-02-2014

Level 6

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Re: How do I cross reference a list of companies with existing leads

by Conor_Fitzpatri in Product Discussions 05-06-2014
Latest Post 05-06-2014 by Conor_Fitzpatri

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 emai...
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Re: How to get a list / report of Emails published to Sales Insight

by Conor_Fitzpatri in Product Discussions 05-06-2014
Latest Post 05-06-2014 by Conor_Fitzpatri

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...
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Re: Log a SFDC 'send email' activity for Marketo email

by Conor_Fitzpatri in Product Discussions 04-23-2014
Latest Post 04-23-2014 by Conor_Fitzpatri

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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Re: Unsubscribing from Marketo and changing SFDC records?

by Conor_Fitzpatri in Product Discussions 04-23-2014
Latest Post 04-23-2014 by Conor_Fitzpatri

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) Dat...
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Re: Synching Marketo with SFDC - performance question

by Conor_Fitzpatri in Product Discussions 04-23-2014
Latest Post 04-23-2014 by Conor_Fitzpatri

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 ...
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Re: Unsupported Date Token in Campaign?

by Conor_Fitzpatri in Product Discussions 04-23-2014
Latest Post 04-23-2014 by Conor_Fitzpatri

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 alway...
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Re: Unsupported Date Token in Campaign?

by Conor_Fitzpatri in Product Discussions 04-22-2014
Latest Post 04-22-2014 by Conor_Fitzpatri

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 app...
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Re: Any easier way of assigning lead ownership

by Conor_Fitzpatri in Product Discussions 04-22-2014
Latest Post 04-22-2014 by Conor_Fitzpatri

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...
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Re: Sync email bounce info with Salesforce 'email bounced' field

by Conor_Fitzpatri in Ideas 04-21-2014
Latest Post 04-21-2014 by Conor_Fitzpatri

Issac,I created a Smart Campaign to deal with this situation and I was able to update both the standard Salesforce fields. My campaign triggered whenever Email Invalid was changed ...
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Re: Filter with Contains and Multiple Values

by Conor_Fitzpatri in Product Discussions 04-17-2014
Latest Post 04-17-2014 by Conor_Fitzpatri

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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