Hi, Quick question. In your activity log; what do you see for detail on a "Convert Person" Activity Type? We use SFDC as a CRM. I see the sales owners name in the detail. ... View more

We are an innovation-driven organization and work in a highly collaborative environment—our clients and community are at the center of everything that we do. We are O'Reilly. Behind every O’Reilly offering stand hundreds of employees and a community working together to develop products that transform lives, support individual and team goals, and create meaningful growth for our employees. Oh yeah, and we have fun doing it. Description As a Marketing Operations Specialist you will contribute to all aspects of planning, executing, optimizing, testing, and reporting, working primarily in our Marketo and SalesForce Marketing Cloud (SFMC) instances. Your primary focus will be on day-to-day production of marketing email and the operational aspects of Marketo programs. You will also work with our marketing and product teams to develop email campaigns and experiments. You will be be an active participant in enhancing and maintaining SFMC and Marketo, and encourage best practices. Responsibilities: build, test, and launch email programs create and maintain subscriber databases, lists, and segmentation groups track email performance and deliver relevant reporting implement and optimize automated and triggered email programs assist in the development and execution of A/B testing devise and implement program refinements monitor systems and troubleshoot issues adhere to anti-spam regulation and GDPR compliance gain new skills and expand your knowledge of marketing technologies be part of a creative, dynamic team that's changing the way O'Reilly interacts with its customers and prospects. About you: meticulous deadline-oriented tech-savvy results-oriented collaborative data-driven organized and accountable an excellent verbal and written communicator passionate, with a positive attitude. Minimum Qualifications: Proficiency with current email marketing best practices, rules, and technology (preferably SFMC and/or Marketo) Working knowledge of HTML, CSS, web usability, and UX concepts Ability to execute quickly and with high quality while handling multiple tasks in a fast-paced team environment Excellent written and verbal communication Familiarity with web analytics reporting systems such as GA360 Apply Here: Careers, Open Jobs and Employment Opportunities - ... View more

I like coming to the board to see how other people do things, and see if someone is doing something similar We don't want to pass leads with a small company size off to our sales team, and we'd prefer to encourage those under a certain "Num Employees" to do a self service type of deal where you can go to our website and purchase the product there. Anything above our Num Employees threshold would go through the lifecycle as normal. I'm not even sure there is a way to monitor our wins and losses from these leads if we don't want to pass them off to sales... I'm just curious if there's anyone with a similar situation where you say: this person is from a 5 person company we'd rather have them purchase via our website then pass them on to sales and how you handle that. ... View more

Hi, Putting records in a 3 month wait step for some reason kind of makes me uneasy (maybe I'm overreacting), but is there a good alternative I could use instead? Maybe I could do something like set a date field for {{system.date}} + 90 days. Then have something run based on the date that field shows? So for instance I set a date of February 7th in a date field and then a smart campaign reads that field and on February 7th and it does something like update somebody's person status to recycled. Could be a trigger or a batch, but I suppose I prefer a batch. Any ideas? ... View more

Hi, So for our lifecycle we're thinking we're not going to allow leads to be pushed to the sales team unless they have some type of a demographic score (we haven't determined how high of a demo score yet). Looking for opinions as to what people think of this way of thinking. For those of you that do it / have done it: what are you doing with leads with a qualifying person score for sales based strictly on behavior, but don't have a demographic score yet? Do you just move them immediately to recycling? Do you move them to MQL (AQL) and then to recycling? Do you have maybe a separate recycle stage that leads hit pre MQL (or AQL)? Looking for opinions, and ways other people are doing this... ... View more

Hi, I'm curious if anyone has had this situation before. Our SFDC team would like it set up that once a lead has been converted to a contact that we don't allow any updates to the record in Marketo to sync to SFDC. Reason being that although Marketo and SFDC would be in sync with each other; there is a third system that would be out of sync with SFDC. Obviously I have a few problems with not syncing updates to contacts in SFDC. 1. If we just don't allow the updates to sync from the SFDC side then you could have a situation where the information in Marketo is different from the information in SFDC on contacts. 2. If we say block field updates in Marketo; you can't really differentiate between lead and contact on this action. So it's not like we can just block updates to contacts and not leads which means you'd have to block for all. I'm just curious if anyone has dealt with a similar situation where either: 1. You decided to not allow field updates to contacts on the SFDC side as I'm curious how that's going 2. You found a work around ... View more

Hi, How is this done? Should there be a change data value flow step for activity history that I'm just not seeing? Or do we just use something like interesting moments? ... View more