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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 ...
Andrew Hull and I hosted a webinar on Marketo Account-Based Marketing, From Strategy to Launch back in December.Click here to viewI'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...
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!
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...
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.
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...
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...
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, ...
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...
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...