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: what is the difference between 'open email' and 'click email'

    HI Carolyn, This is correct. Clicked email indicates the lead clicked a link in an email while open means the lead only opened. A click may occur without an open if the lead does not download the images when they open the email. Tara

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  • solved badge Re: Synched from SFDC - Lead owner Fixup 2

    Josh, Do you think that if we are using an APEX trigger to reassign leads upon reaching the MQL threshold (which may allow the lead to flow through the auto-assignment rules more than once) and the lead does not meet the criteria for any of the rules, that the lead would be assigned to a queue? The...

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  • Re: Hi there! Can anyone help where i can all the icons list to recogn...

    Here is another, more recent resource:http://www.slideshare.net/jdavidhill/guide-to-marketo-icons-2014

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    1480 2 0
  • Re: Hi there! Can anyone help where i can all the icons list to recogn...

    Are you looking for an icon glossary? If so, this is a great resource (from 2012).https://docs.google.com/file/d/0B421z68lFPWbVUFNNXl6RGlvY3M/edit

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    1480 2 0
  • solved badge Re: Synched from SFDC - Lead owner Fixup 2

    Hi Josh,Thank you for your response.I've confirmed that there is not a flow prompting this action, I have Lead owner history turned on in SFDC. Yes, I've reviewed the lead owner history. Also, nothing happens currently when a lead is rejected and I have been unable to replicate the issue despite n...

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    4268 0 2
  • Re: Not able to "grab" an image within Marketo email editor to move or...

    My mistake! I misread the question. I thought you were trying to pull an image from an email in your inbox! I agree with Murtza

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    796 0 0
  • solved badge Synched from SFDC - Lead owner Fixup 2

    Has anyone had an experience with leads who are initially assigned correctly, but later (sometimes moments, sometimes days) the lead is reassigned back to a queue? The queue owns the lead prior to MQL, at which point leads run through the assignment rules. Even if the lead were able to flow back th...

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    4676 0 7
  • solved badge Re: Tasks don't get assigned to correct lead owners.

    Are all your leads already assigned in SFDC? If not you will need to sync to SFDC, assign if the lead owner email address is empty, then as Adam pointed out, insert a wait step to give the information time to sync over to SFDC. After the wait step you can create your task and assign to the lead ow...

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  • Re: Deleting an imported list

    If you uploaded the leads via a static list, assuming you want to delete all leads in the list you can also go to the list, select all leads and delete the leads (both the 'Select All' and 'Delete Leads' buttons are near the top of your screen​ as shown below). As Nicole mentioned, there will be a ...

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    3165 0 2
  • solved badge Re: Many Statuses!

    Hi Tad, Program and progression statuses are the same. When you setup your channels you will define the progression steps. For example, if the channel was email blast the program (or progression) status could be sent, opened, clicked, etc. depending on what progression statuses were used when the c...

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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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