Tara_Petre

Tara_Petre

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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
  • 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...

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  • 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, ...

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  • 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...

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  • 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...

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  • solved badge Re: Webex - Marketo Integration

    Are your WebEx communications turned off? Are you marking the leads as registered upon form fill out? As you already mentioned, we recommend turning these off and sending the registration confirmation emails out via Marketo.

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  • Re: Segmentation not updating automatically? Aren't these dynamic?

    Hi Dory, I've heard that these segmentations are not updated as instantaneously as we would like. Please let us know what you find regarding the time needed between the data value change and when those updates are reflected in the segmentation.Thanks!Tara

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  • solved badge Re: Article feedback not working

    Hi Karen, I'd reach out to support. I believe you can select the sub-issue of 'community'.Best,Tara

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  • solved badge Re: Changing the URL of assets and thank you pages

    You can use Marketo with multiple domains, but be aware that cookies created on a visit to one domain are not available to another domain. Check out the Add additional Landing Page CNAMEs help article.

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  • solved badge Re: Email Sent to Spam

    I'm sure you've already checked, but is your SPF & DKIM set up properly?

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  • Re: dynamic content emails

    To use dynamic content, you'd have to have a segmentation. You could create a segmentation with 2 segments, 'used product in past 30 days' and 'not used product in past 30 days.' Just keep in mind that you can only have 20 segmentations, so if this is not something you'd use to generate dynamic co...

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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
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