Hank_Hansen

Level 5

Joined the community 01-08-2014

Level 5

Berkeley, CA

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Re: Parent Child Relationship

by Hank_Hansen in Product Discussions 08-04-2015
Latest Post 08-04-2015 by Hank_Hansen

So after the survey data goes into Salesforce, can you describe how you proceed from there to use the survey response data in Marketo? I understand it eventually syncs from Salesfo...
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Re: Parent Child Relationship

by Hank_Hansen in Product Discussions 08-04-2015
Latest Post

Regarding your Fluid Survey integration, I'm assuming you can use survey response data within a lead record to inform your Marketo campaigns?
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Re: Parent Child Relationship

by Hank_Hansen in Product Discussions 08-04-2015
Latest Post 08-04-2015 by Hank_Hansen

Hey Justin,Thanks very much for the info. This sounds cool. We're using SugarCRM and I would guess the Marketo Connector for SugarCRM will not sync custom objects but I'll check an...
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Parent Child Relationship

by Hank_Hansen in Product Discussions 08-03-2015
Latest Post 08-04-2015 by Hank_Hansen

Is there such a concept as child records for a lead? For instance if I have survey responses with field values x, y and z that I want to store repeatedly each time a client complet...
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Re: Forward to Friend Variation

by Hank_Hansen in Product Discussions 07-29-2015
Latest Post 07-29-2015 by Hank_Hansen

Thanks for the replies. I think we'll stick with the default functionality.
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Forward to Friend Variation

by Hank_Hansen in Product Discussions 07-29-2015
Latest Post 02-11-2016 by SanfordWhiteman

The Forward to a Friend fields capture name and email info but this feature does not allow the sender to enter a customized message to the recipient referal.As a workaround, I was ...
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Re: checking against negative list

by Hank_Hansen in Product Discussions 07-20-2015
Latest Post 07-20-2015 by Hank_Hansen

Not quite correct. A single person can have multiple lead records in our instance. These different lead records can be populated with different values for different types of accoun...
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checking against negative list

by Hank_Hansen in Product Discussions 07-17-2015
Latest Post 07-20-2015 by Hank_Hansen

We allow multiple records for leads for business reasons I won't get into. Changing this righ tnow is not an option. This means a lead can convert under one record while they could...
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Re: Third Party Site Behavior Integration

by Hank_Hansen in Product Discussions 07-13-2015
Latest Post 07-13-2015 by Hank_Hansen

I didn't realize that was an option. I will see what docs I can find related to that. Any specific doc links you might know of would be appreciated! Thanks!
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Re: Third Party Site Behavior Integration

by Hank_Hansen in Product Discussions 07-13-2015
Latest Post

We use the munchkin on our corporate site. I'm just exploring options for tracking behavior on our clients' sites (similar to what services such as Totango offer) and use this beha...
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