Brittney_Zeller

I agree with Julie Colwell​. I would suggest moving partners, clients, etc. to a tag type.  It would also help from a reporting standpoint. Best, Brittney ... View more

Will this be released soon?  We'd like to set it a couple weeks in advance so invitees can book any last minute travel. ... View more

Yes, we'd like to set a reminder to our invitees a couple weeks in advance so they don't forget to book any travel as needed. Has this been created yet? ... View more

Hi Christine, The "Campaign is Requested" is for very granular flows in your campaigns.  For example, we used it for one of our web forms because depending on the lead's topic criteria and state, the alert should be sent to a different email. In this case, we couldn't say If 'Topic' is 'Example' and State is 'CA,OR,WA' then email/send to 'name@email.com.'  Therefore, we created another campaign and added "Request Campaign" in the flow if they select that 'particular 'Topic.'  The other campaign sent the alert based on the granular criteria of state.  Example: FLOW Request Campaign      If Topic is 'EXAMPLE'      Request Campaign 'WF 2017 EXAMPLE' Send Alert      If TOPIC is 'EXAMPLE 2'      Email: WF 2017 EXAMPLE      Send To: None                                                        To Other Emails: name@email.com      If TOPIC is 'EXAMPLE 3'      Email: WF 2017 EXAMPLE      Send To: None                                                        To Other Emails: name2@email.com REQUESTED CAMPAIGN: WF 2017 EXAMPLE SMART LIST Campaign is Requested      Source is Marketo Flow Action FLOW Send Alert      If State is CA      Email: WF 2017 EXAMPLE     Send To: None                                                        To Other Email: name3@email.com If State is OR      Email: WF 2017 EXAMPLE     Send To: None                                                        To Other Email: name4@email.com If State is WA      Email: WF 2017 EXAMPLE     Send To: None                                                        To Other Email: name5@email.com I hope this helps! -Brittney ... View more

Hi Allison, We also utilize Smartling for translating the content.  It automatically syncs into Marketo once the translation is complete. Best, Brittney ... View more

Thank you Valerie! Very helpful! 🙂 ... View more

Thanks Sanford! I did not know Marketo had that feature.  Good to know! ... View more

Hi Kevin, This falls under our lead status in SFDC.  Below are the lead statuses we use: Open Working Qualified Not Ready Disqualified We ask our sales reps to enter a reason why they are disqualified from a drop-down list.  If someone is disqualified, it usually means they are a competitor, not looking for our type of product, etc.  Usually someone who will never be a potential buyer.  Sometimes we receive spam inquiries that flood our database and they are tagged "Disqualified" as well.  I will check these once a quarter and delete the appropriate ones. ... View more

Yes, I heard about the acquisition at the Summit in April. Since we are already using Outreach, we may just use that for now and look into Toutapp once the integration to Marketo is complete. Thanks for your help! ... View more

Hi Leila, I actually did this recently and below is the steps I took: Leads: Removed invalid email addresses Disqualified leads (dependent on the reason) Leads with empty email addresses No Activity in the past 2 years Now Contacts are trickier because Marketing does not own the Contacts, Sales does.  Therefore, I sent the invalid email addresses to our Sales team to clean-up or inform me to delete (if retired or old contact). I know it sounds easy to just delete the unsubscribed leads, but I would probably keep them in your database because you could have the issue of them being populated back into your database and receiving emails when they previously unsubscribed. Additionally, I would check with you SFDC Admin on the syncing. My Marketo and SFDC instances are set-up to mirror each other.  SFDC will automatically push any new person into Marketo and I created a campaign in Marketo to remove any person from Marketo if they are removed from SFDC. I hope this helps! -Brittney ... View more

We are going to use SuccessFactors for our LMS, which will help educate our channel partners. We haven't implemented yet, so I have no first hand experience. ... View more

Hi Hannah, Not sure if this will help, but we use a sales automation platform which allows our sales team to put prospects into templates.  There is also a way in the sales automation platform to create a trigger that automatically places a prospect into a template or email based on a specific action. Best of luck! ... View more

I've used Neverbounce before and it worked pretty good.  You pay for the amount of email addresses you are validating.  There are other vendors on the Launch Point as well, but not sure of their price structure. ... View more

Congrats to all of the Marketo Champions! I hope to be there one day! ... View more