Morgan_Corbett

Level 3

Joined the community 19-07-2016

Level 3

New York

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Re: Engagement program best practices for complex organization

by Morgan_Corbett 02-03-2017

Josh Hill, Thank you for the suggestions! Answer to Question 1 and 3 were v helpful! I have a few follow-up questions for Question 2: The reason I'm using nested programs is to prevent contacts from receiving the same piece of content twice - with an exclusion status.Since you can only add default ...

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Engagement program best practices for complex organization

by Morgan_Corbett 02-02-2017

Hello, We have four "audience types" and four "personas" within each each audience type. Our company is also global. Our priority is customer retention. To start our first engagement program, I proposed that we start with the US only, and focus on one audience type (brands). We're also tasked with s...

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3844 0 3

Lead Management
Re: Skipping Content in Engagement Programs

by Morgan_Corbett 01-05-2017

Edward Unthank (Etumos) Do you have a link to your original presentation? The one you provided last January no longer exists. What do you recommend for progression statuses for both the Nurture channel and the Nurture Email? Thanks, Morgan

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4600 0 3
Lead Lifecycle Question

by Morgan_Corbett 01-04-2017

What happens to the Lifecycle status of a lead whose, status existing status is MEL, unsubscribes from our emails? Do they remain MEL until they meet the minimum day requirement for them to qualify for the "inactive" status? Please advise. Thanks, Morgan

Discussions

1444 0 1

Lead Management
Editing Success Path Analyzer

by Morgan_Corbett 01-04-2017

When I report to my boss about our month-to-month lead database growth, I only incorporate the leads who qualify as a marketable lead. We have a "Marketable Leads" smart list (i.e. they are not competitors, they have valid emails, they haven't unsubscribed, etc.)I've noticed a discrepancy between th...

Discussions

1664 0 1

Reports & Analytics
Best practice for int'l website forms

by Morgan_Corbett 12-19-2016

We're launching multiple websites for different countries in EMEA and APAC. If anyone has any advice with regards to effectively scaling the backend processes (i.e. creating forms in different languages, adjusting lead lifecycle program, building new lead scoring campaigns, etc.). Right now, I'm cre...

Discussions

1990 0 3

Lead Management
Re: RCE reports

by Morgan_Corbett 12-16-2016

I want to report in USD only. In Salesforce, we have many different currencies on different opportunities, depending on the billing country. I guess my question is around how Marketo processes that information. Does Marketo sync just the number amount, without taking the currency into consideration?...

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2607 0 0
Re: RCE reports

by Morgan_Corbett 12-16-2016

Thank you! This is exactly what I was looking for!

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2607 0 0
RCE reports

by Morgan_Corbett 12-15-2016

Are opportunity numbers shown in USD? Is there a way to insert custom fields into reports?

Discussions

2719 0 4

Web Personalization
Re: Save custom colors

by Morgan_Corbett 11-30-2016

Thank you for your answer. When I'm editing within a text box for an email, I want to avoid working in the HTML as much as possible, so I don't see how tokens will work to change colors within the text box.Is there another way to save custom colors without using tokens? I want to save at the system ...

Discussions

4518 0 1