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
  • Re: Importing list without emails

    Hi Feather, What action are you hoping to take on these leads now? Do you have phone number or other contact level information that you will be using to contact them?I'd recommend not importing the list until you have email addresses and refrain from importing those who still do not have email addr...

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  • Re: Website Contact Form Best Practices with Salesforce

    To make sure the information isn't overwritten, you can create a second field for contact us notes. I'd recommend writing directly to this field (ie. notes to append to contact us notes).You would also have a smart campaign running listening for that data value to change. When it changes, use token...

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  • Re: Is there a way to 'undo' when making a landing page?

    I would recommend approving the page often.That way if you make a mistake, you can discard your draft and revert back to the last approved version.Tara

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  • Re: How does Marketo decide which static lists to maintain or empty wh...

    Hi Kevin, Whether the members of the static lists are cloned over depends on the number of leads in the list.Tara

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  • solved badge Re: CRM created leads as SALES channel?

    A success in this channel is 'engaged,' however, we don't actually mark leads in the sales generated channel with a success. They can be successful within other programs, but being created isn't considered a success within our organization.Hope this helps!

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  • solved badge Re: CRM created leads as SALES channel?

    We use a Sales generated channel and have campaigns listening for sales created with a source of SFDC, we then mark them with the appropriate acquisition program, source and source detail. We use an inclusive analytics behavior for this channel with 2 possible statuses (member and engaged) with eng...

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  • solved badge Re: can marketo create a task in salesforce?

    Grant is correct, a create task step can be added in the flow of your campaign. You can set the due date, priority and select whether you would like a notification to be sent.

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  • solved badge Re: I set up a SFDC campaigns sync - how often should it be syncin

    Christine, The sync shouldn't take more than 30 minutes or so. Is it possible that the leads don't match because your validation rules are not met by the leads who havent synced over? There are other anomolies that can occur on the SFDC side which could allow your sync to break as well, but checki...

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  • Re: Leads subscriptions outside Marketo

    Ideally you would use a marketo form for this. The business benefit of doing so is that you're database is updated automatically. Depending on how your campaign is set up, you can set the acquisition program, lead source and lead source detail instantaneously in this trigger campaign. You can als...

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  • solved badge Additional spacing appearing only in plain text sample emails

    Earlier this morning another user found that the ability to send a plain text sample has suddenly disappeared.This is frustrating as I have noticed that often times when there is no space preceeding the first word in a paragraph (in edit mode or preview mode) and I send myself a sample email as well...

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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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