Hank_Hansen

Level 5

Joined the community 01-08-2014

Level 5

Berkeley, CA

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Re: Dynamic Email Content Question

by Hank_Hansen in Product Discussions 05-20-2016
Latest Post

I think I have this sorted out by using segment smart lists.
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Re: Email Scripting Conditional Logic

by Hank_Hansen in Product Discussions 05-20-2016
Latest Post 05-20-2016 by Hank_Hansen

I think I have this sorted out after speaking with support. It sounds like segment smart lists will handle my needs.
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Re: Email Scripting Conditional Logic

by Hank_Hansen in Product Discussions 05-20-2016
Latest Post 05-20-2016 by Hank_Hansen

I've read about segments and it sounds like once you commit a lead to a segment, it's permanent and there's no assigning the lead to a different segment if needed in the future?
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Dynamic Email Content Question

by Hank_Hansen in Product Discussions 05-20-2016
Latest Post 06-14-2016

I currenly use 3 variations for the same email for the sole purpose of including a different signature at the bottom. I'd like to have one email and change the signature dynamicall...
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Email Scripting Conditional Logic

by Hank_Hansen in Product Discussions 04-01-2016
Latest Post 05-20-2016 by Hank_Hansen

I read a number of posts and it seems this is the path I should take(?) for my goal but I would like to confirm...I have a number of emails that I'd like to make dynamic so that th...
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Re: Salesforce/Marketo Sync and Duplicate Emails

by Hank_Hansen in Product Discussions 02-24-2016
Latest Post 02-24-2016 by Hank_Hansen

I'd be inclined to guess they'll be okay if they're deduping by email in Marketo. Sugar support claimed the connector would restore sync once we reduced the # of duplicate email ad...
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Re: Salesforce/Marketo Sync and Duplicate Emails

by Hank_Hansen in Product Discussions 02-23-2016
Latest Post

I'm not at liberty to say but let's just say we're moving forward and in talks with Salesforce 🙂
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Re: Salesforce/Marketo Sync and Duplicate Emails

by Hank_Hansen in Product Discussions 02-23-2016
Latest Post

Exactly 🙂 Thanks for the confirmation - SugarCRM uses unique record IDs for Marketo sync, so it's a mystery why they are having a problem related to duplicate email addresses.
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Re: Salesforce/Marketo Sync and Duplicate Emails

by Hank_Hansen in Product Discussions 02-23-2016
Latest Post

SugarCRM's Marketo connector (developed by SugarCRM) stopped syncing Sugar with Marketo altogether and we were told this happened because of too many records with duplicate emails....
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Re: Salesforce/Marketo Sync and Duplicate Emails

by Hank_Hansen in Product Discussions 02-23-2016
Latest Post 02-23-2016 by Hank_Hansen

Thanks - trust me, I am totally aware of the pitfalls 🙂 We had no choice when we launched. Hopefully custom objects will allow us to dedupe off email alone. In the meantime, we ar...
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