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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
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 ...
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...
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.
Awesome tips, really appreciate the help Jeff!!
Awesome, thanks for the detailed response Jonas - I will give this a shot.
Hi Everyone,We have several SFDC reports and charts that we run to analyze our customers' use of our product and we think it would be beneficial to share these with our customers so they can see how they are utlizing our product.It would be awesome if Marketo had the ability to put a chart or report...
Jeff,Just think I figure out a way, would love to know your thoughts about it.I set a batch campaign where: the smart list had the criteria license start + 90 was in the past 1 day flow is send email scheduled a recurrence to run dailyI set up three other identical campaigns for the other date fi...
Hi Jeff,Thank you for posting this idea - I am trying to build a similar campaign and am frustrated at the lack of an IN THE FUTURE constraint.Can you explain your workaround in a little more detail? Specifically, I am trying to build a campaign that sends an email once a quarter based on their star...
Hi Jeff,Thank you for posting this idea - I am trying to build a similar campaign and am frustrated at the lack of an IN THE FUTURE constraint.Can you explain your workaround in a little more detail? Specifically, I am trying to build a campaign that sends an email once a quarter based on their star...