Hank_Hansen

Level 5

Joined the community 01-08-2014

Level 5

Berkeley, CA

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Re: Lead ID Smartlist?

by Hank_Hansen 03-11-2015

These are duplicates in many cases, so I have to use the ID rather than the email.

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3142 0 0
Lead ID Smartlist?

by Hank_Hansen 03-11-2015

I have identified a list of leads to be deleted from our Leads database and I have their corresponding Lead ID's. I'm trying to figure out the fastest way to accomplish this. Can I create a smartlist using the Lead ID? I looked around but didn't see anything that would accomplish this.Thanks,Hank

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3279 0 6

Lead Management
Re: Duplicate Lead Smart Lists

by Hank_Hansen 02-24-2015

I think Justin's first response was on the right track. I just don't know how to look up dupes (email address) against an existing smart list.e.g. "Do leads in this list have any additional lead records with matching email address?"- Hank

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1603 0 0
Re: Duplicate Lead Smart Lists

by Hank_Hansen 02-23-2015

Sorry if I didn't present this as clearly as I could have. I have two lists to cross reference basically - both of these lists already exist:List A = Converted status is "true"List B = All lead records that have duplicate email field values (dupes). Converted status could be "true" or "false".The ad...

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1603 0 0
Duplicate Lead Smart Lists

by Hank_Hansen 02-20-2015

By necessity, we have to allow multiple lead records that use the same email address.When a lead converts, they could have one record that indicates they converted (custom field value) with one or more additional records that indicate they did not convert.I can easily create a smart list containing ...

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1671 0 5

Lead Management
Re: campaign flow and wait stages

by Hank_Hansen 02-11-2015

Thanks very much! The challenge is that people will complete the first stage at varying numbers of days after the start, since the Mon-Fri delivery constraint is in place. They could complete on day 18, 19, 20, etc.The emails in the second stage must be on day 28 and day 31, regardless of when they ...

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866 0 0
campaign flow and wait stages

by Hank_Hansen 02-11-2015

I have an auto-responder campaign alrewady in place for a couple of weeks that sends a series of emails with wait stages spanning a few weeks. Each email send uses Mon-Fri contraints to deliver only on business days. At the tail end of this, I need to send emails on specific number of days after the...

Discussions

931 0 2

Lead Management
Re: form field values passed from email

by Hank_Hansen 02-10-2015

Great - thanks!

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1836 0 0
form field values passed from email

by Hank_Hansen 02-10-2015

I will be sending emails to existing leads for a survey solicitation. The email will include a custom field value that is the unique identifier for the lead. If a lead clicks through the email to fill out the Marketo form (survey), is it possible for the form to capture the custom field value that w...

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1922 0 4

Lead Management
Re: Marketo/Salesforce sync issue - Salesforce accounts not getting pu...

by Hank_Hansen 01-16-2015

I heard back from SugarCRM support and they have isolated the cause of our sync issue on their end.

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1253 0 0