Megan_Reed1

Level 4

Joined the community 04-01-2013

Level 4

Lexington, KY

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Re: Revenue Explorer Report

by Megan_Reed1 08-16-2016

I want to put the columns in order of the lead lifecycle (i.e. Known, Engaged, Qualified, Client, Recycled, DNQ) but cannot seem to move them.Sorry for the slow response and thank you for your help!

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2408 0 0
Ensuring Leads are only in One Engagement Program

by Megan_Reed1 08-16-2016

We are creating what we are calling situational nurtures. Every lead can be a part of one situation and if their situation changes I want their engagement program to change. We also have special engagement programs that are targeted to set a meeting and if they qualify for the special program then I...

Discussions

3082 0 6

Lead Management
"Any marketing message is better than no marketing message"

by Megan_Reed1 08-11-2016

After a discussion I had with an executive that sparked a debate of sorts I am looking for some data to back up my stance... so I thought who better to turn to than the Marketo Community... The other day it was said to me that sending any type of marketing message via email to prospects was better t...

Discussions

3188 2 8
Re: Revenue Explorer Report

by Megan_Reed1 08-03-2016

Sherin Baday Were you able to figure out how to move columns in an RCA report? I am also trying to rearrange the lead status columns to reflect our funnel and cannot seem to move them. I asked support and they said "The report is using a filter for Program Name. The article makes a reference to mov...

Discussions

2408 0 3
Re: Sales Insights Trigger Campaigns Not Firing

by Megan_Reed1 07-27-2016

Hi Ellie - Thanks for your response. I'm not sure it matters if I set it up as a trigger campaign or smart list. I just tried a smart list on sent and opened and the lead I tested with this morning still isn't showing even though I know she was sent them email, opened the email, and clicked the emai...

Discussions

1405 0 0
Sales Insights Trigger Campaigns Not Firing

by Megan_Reed1 07-27-2016

I've seen numerous discussions on Sales Insights and the need for improvement, but cannot seem to find an answer to setting up working campaigns to track sends, opens, clicks, etc. Being newer to using Sales Insights, I have a lot to learn. Currently I have campaigns set up like: Sent:Opened:Clicked...

Discussions

1451 0 2

Sales Insight
Inactivity Campaign for Engagement Program

by Megan_Reed1 07-15-2016

I would like to create a campaign that looks for members of my engagement program that are inactive.I'm thinking those that have not clicked on an email in my engagement program or visited a landing page related to the engagement program within the past 30 days and that were not just delivered an em...

Discussions

1439 0 1
Re: SFDC Leads vs Contacts Dilemma

by Megan_Reed1 06-06-2016

Jeff Coveney Were you able to solve this problem without using a 3rd party and adding a budget item? We are experiencing this issue right now. We just integrated SFDC into a 3-year old Marketo database. My original understanding was that the initial sync would create a duplicate of every lead. The ...

Discussions

3359 0 2
PPC/Remarketing/Microsite Partner

by Megan_Reed1 03-21-2016

Does anyone have experience with a good PPC and remarketing company that can also help build microsites for B2B companies? A partner with knowledge of Marketo would be ideal. Any advice would be greatly appreciated!

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878 0 0

Marketing: Digital Marketing (Social Mobile and more)
Re: Salesforce Implementation with 3-year old Marketo Database

by Megan_Reed1 02-29-2016

Wow! Lots to think about.@Greg - Salesforce is new to us and currently has no data in it. Marketo has 3 years worth. It sounds like Steven Vanderberg is right to upsert the data from Marketo to Salesforce for Leads but not Contacts and Accounts - is that right? Emily Dick - We currently have a custo...

Discussions

2490 0 2