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: Multi Unsubscribe

    Here is an on demand webinar with useful information for setting up a subscription management center:Don't let them unsubscribe

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  • Re: Hide form field on new form 2.0

    The process you've described is the process for hiding a field that you no longer want to use in your instance. To hide a field on a form (assuming you're referring to a hidden field in this context) you select the field and the type will be "hidden."

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  • Re: How to keep local assets that are archived in Email Performance Re...

    In the email performance report, navigate to the setup tab. You will see filters on the right side of the screen. Select the 'Marketing Activities Archived Emails' filter and select the archived emails you would like to include.Hope this helps!Tara

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  • Re: How do you sign a value to a tradeshow event?

    Are you referencing scoring here? If so you will need to set up a lead scoring campaign which listens for a program status change (ie tradeshow > visited booth) and increases the behavior score and lead score in the flow step.This is a good place to startDoes this answer your question?Thanks,Tara

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  • Re: Stop Marketo Triggers From Firing When Records Are Merged

    You could add all the duplicate records to a list and suppress that list in your campaign. Once you've finished your dedupe project you could delete the list or remove the filter from your smart list to allow the leads to qualify for the campaign at a later date.

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  • Re: Recommendations for campaign execution support

    Hi Brian, Check us out at elixiter.com or contact us here:elixiter.com/contact-us/Best,Tara

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  • Re: "Modified On" Field - what does it track?

    I don't believe it's a standard field, but I personally use SFDC. I'd look for a data management campaign that is updating this field to determine what activities are causing an update to the 'modified on' field.

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  • solved badge Re: Calendar - Subscription SMB-Standard

    Hi Jessica,The calendar is included in Standard (same as SMB Standard) but you have to let your rep know what users should be issued a calendar seat. If your team is larger than 5 users, additional seats may need to be purchased.

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  • Re: Block Updates to a Field - Salesforce Sync

    Hi Erica, You can specify what sources the field is blocking updates from (see below). If you have a phone field in Marketo that is not synced to SFDC and a phone field in SFDC, the SFDC field will not write information to the Marketo phone number field when it is updated, unless you're running a d...

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  • Re: "Modified On" Field - what does it track?

    Hi Nichole, I'm not sure i'm familiar with the field your referencing. Are you sure this is a field or is it an added constraint?Thanks,Tara

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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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