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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  • 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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    1203 0 0
  • 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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    660 0 0
  • 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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    851 0 0
  • 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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    Discussions
    2334 0 0
  • 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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    1617 0 0
  • 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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    2269 0 0
  • 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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    2269 0 0
  • 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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    2269 0 0
  • 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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    2461 0 6

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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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