Tara_Petre

Tara_Petre

Contact Me
Online Status
Offline
Date Last Visited
‎01-02-2024 04:08 PM
Level 5 - Champion Alumni
Joined the community 07-11-2013
Rank Icon Level 5 - Champion Alumni
Vice President, Sales & Marketing Technology
Bozeman, MT
  • Re: Is anyone else having issues with the new MTKO Email templates?

    Hi Lauren, All of the above are possibilities that may have caused the rendering issues. I typically recommend building a 'master template' with any modules you may want to use included as variables. This saves us so many headaches by not having to test rendering every time we build an email, but ...

    image_type
    Discussions
    3711 0 1
  • [Webinar] Marketo Account-Based Marketing from Strategy to Launch

    Andrew Hull and I hosted a webinar on Marketo Account-Based Marketing, From Strategy to Launch back in December.Click here to view​I'd love to hear what you all think! Is there anything you've been looking for in an ABM webinar, whitepaper or eBook that you feel has been missing? What unanswered que...

    image_type
    Discussions
    1178 2 0
  • Re: Anyone doing preliminary ABM reports without the new module?

    We have been pulling reports from various sources, depending on the client, their analytics solution and their objectives as they pertain to ABM. Marketo Revenue Cycle Explorer gives you the ABM dimension, but there are some reports you can get from Salesforce and other platforms as well!

    image_type
    Discussions
    2006 1 0
  • solved badge Re: Synched from SFDC - Lead owner Fixup 2

    Hi Iryna,We did and have run into this on countless occasions since. The activity indicates an owner change that happened on the SFDC side, whether it be through a workflow, APEX or manual change. Sometimes the change can appear to have been made by the Marketo sync user on the SFDC side, but that...

    image_type
    Discussions
    4268 0 0
  • Re: RTP Custom Data Events:  Is there a log? Any way to see them?

    Jamie is correct. To record matches, you'd need to create the segment and monitor matches from there. It would, however, be a great product enhancement if we could just pull them in the future like a smart list, especially when vetting segment theories.

    image_type
    Discussions
    2869 1 1
  • Re: NextGen Marketo Munchkin - Why no anonymous?

    I agree, Adam. I think the removal of the filter as well as the ability for anonymous leads to process through smart campaigns is going to cause some headaches.There will inevitably be system 'racing' issues. For example, if an anonymous lead comes in through a clicked PPC link, later through a soci...

    image_type
    Discussions
    3118 1 2
  • solved badge Re: Subscribe to a Smart List: where can I access feature?

    This functionality is now available, as those before me have mentioned You can access the 'subscribe to smart list' functionality' by navigating to your smart list, clicking the 'list actions' dropdown and selecting 'new smart list subscription'. The feature is available from smart lists in the lea...

    image_type
    Discussions
    2518 0 0
  • Re: Token to view opportunity in SFDC

    Hi Kelly, You can do this! Copy your SFDC core URL, (ie: https://na3.salesforce.com/) paste this into your alert followed my the token: {{company.Opportunity:default=edit me}}Alert will read: Opportunity: https://na3.salesforce.com/{{company.Opportunity:default=edit me}}If there is no opportunity, ...

    image_type
    Discussions
    2643 0 4
  • Re: Pulling specific data from one smart list to automate an email cam...

    Hi Mirella, You can't reference a common field amongs smart list members in a smart list. Here is what you can do. you'll have to pull a new smart list that looks for: Filter 1: Company name is: use same list of companies used (you may have to export your other smart list and sort by company then p...

    image_type
    Discussions
    1238 0 0
  • solved badge Order Info Tab?

    This week I noticed something odd when auditing a lead in another instance that is not integrated with a CRM:Anyone have any insights regarding the order info tab? I'm used to seeing the layout below. I expected not to see the SFDC specific tabs on the layout, but i'm wondering if 'order info' is a...

    image_type
    Discussions
    1535 0 2

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Establish Establish Earned on 1.02.24 Earned by 2344 people Select to learn more
  • Give Back 100 Give Back 100 Earned on 4.05.21 Earned by 107 people Select to learn more
  • Contributor Contributor Earned on 2.10.21 Earned by 280 people Select to learn more
  • Ignite 1 Ignite 1 Earned on 2.10.21 Earned by 4266 people Select to learn more
  • Give Back 1 Give Back 1 Earned on 2.10.21 Earned by 4364 people Select to learn more
  • Affirm 1 Affirm 1 Earned on 2.10.21 Earned by 713 people Select to learn more
  • Shape 1 Shape 1 Earned on 2.10.21 Earned by 834 people Select to learn more
  • Give Back 10 Give Back 10 Earned on 2.10.21 Earned by 719 people Select to learn more
Public Statistics
Date Registered ‎11-07-2013 07:40 AM
Date Last Visited ‎01-02-2024 04:08 PM
Total Messages Posted 118
Likes Received 165
Likes from