Hank_Hansen

Level 5

Joined the community 01-08-2014

Level 5

Berkeley, CA

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UTM best practices?

by Hank_Hansen 09-22-2015

Are there any downsides to putting UTM values into custom fields to retain this information with a lead? I'm using embedded forms on our site (no landing pages yet) and hidden fields with custom fields for the UTM values.I'm also following some discussions about passing the UTM values into cookies s...

Discussions

5013 3 7
Alternate Email Addresses

by Hank_Hansen 08-26-2015

What the best practice for handling situations where leads have more than one email address? We often have leads (pre or post conversion) who would like all correspondence sent to an additional email address. I'd like to avoid setting up separate lead records for these cases if possible.

Discussions

991 0 1

Lead Management
Re: Parent Child Relationship

by Hank_Hansen 08-04-2015

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 Salesforce to Marketo – does it go to fields or to a custom object?I did speak with Survey Monkey and the price tag for their M...

Discussions

3148 0 0
Re: Parent Child Relationship

by Hank_Hansen 08-04-2015

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

Discussions

3148 0 2
Re: Parent Child Relationship

by Hank_Hansen 08-04-2015

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 anyway. Good to know that functionality is there with Salesforce.

Discussions

3147 0 0
Parent Child Relationship

by Hank_Hansen 08-03-2015

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 completes a survey, I'd prefer a method that puulates the same fields each time but within unique records. I'm trying to avoid ...

Discussions

3306 0 5

Lead Management
Re: Forward to Friend Variation

by Hank_Hansen 07-29-2015

Thanks for the replies. I think we'll stick with the default functionality.

Discussions

2898 1 0
Forward to Friend Variation

by Hank_Hansen 07-28-2015

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 thinking about simply adding "refer a friend" text/button to the email which would link to a page on our site with an em...

Discussions

3395 0 6
Re: checking against negative list

by Hank_Hansen 07-20-2015

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 accounts and different lead statuses.I need the ability check the email address in the smartlist that is used as the negative ...

Discussions

917 0 0
checking against negative list

by Hank_Hansen 07-17-2015

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 possibly have other records that indicate they have not converted. I'd like to put converted leads in a smart list - ea...

Discussions

949 0 2