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We are in the process of migrating our customers from one support system to the SFDC Support Cloud. In order to do so, we are sending out an email and direct mail piece asking customers to update their information; however, we don't necessarily want that information to sync to SFDC.That said, if th...
We've been working with Column Five and they've been fantastic. Josh's recommendation of finding subject matter experts in the industry is right on, as well. It's a bit of work at first, but worth it.
Hi Lisa!Are you gating the download behind a form? If not, the people downloading the software trial may be anonymous. Try adding another Smart List filter of "Is Anonymous = TRUE". So you'd have the "Clicked Link" filter and the "Is Anonymous" filters.You can then add the IP Address field to your...
Also, it's important to remember that if they completed the correct contact person's name using the standard FIRST NAME, LAST NAME, and EMAIL ADDRESS fields, that information will be associated with the original contact's Marketo cookie unless they take action on an email link.You might be able to s...
Hi Hugh! I think you're fine as long as you place the code anywhere between your BODY tags. Most people do this either toward the top of the page or at the bottom near the closing BODY tag - at least in my experience!The way I've done this in the past is to set up a separate conversion template to...
What would you recommend as a basic de-duping application for Marketo? We're looking for something that can compare leads and merge them based on criteria we select. Currently, we're evaluating RingLead and have experience using CRMfusion, but those may be overkill at this point in time, especiall...
Hi Will!Good news - I just forgot to set the campaign to run every time. That's what I get for trying to set this up late on a Friday afternoon 🙂
Has anyone else had trouble activating the Visits Web Page trigger when using UTM codes?I'm running an ad campaign that sends people to a landing page in one of our Content programs. When someone from this ad campaign visits the page, I want to chance their membership status in the ad campaign Prog...
Thanks for the breakdown, Jeff! Do you think this could this also be applied without a form submission? For example, if someone has already been cookied and is known to our database visits the page, could I then add them to the program with a Status of "Clicked Link" without them having completed ...
We currently have a Content Program for people who visit a landing page and download a whitepaper. I'm in the process of setting up some Online Advertising that will direct people to this Content Program. I'd like to attribute people to the Online Advertising Program without duplicating all the lo...