Edward_Masson

Edward_Masson

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Date Last Visited
a week ago
Level 10
Joined the community 05-02-2015
Rank Icon Level 10
Sr Director Global Marketing Operations
Bay Area, CA
  • Re: Is there a way to see a compay's acquisition program?

    Its per one account/company and you can extract to a sheet. Sound like you dont have RCA.Depending on how your business is set up (Every Contact is associated to a role in an Op and using primery contact in an op). It helps to have to Primary Contact in an Op and use Op roles for the below example: ...

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  • Re: Is there a way to see a compay's acquisition program?

    Do you have Opportunity Influence Analyser as part of your instance?Its a great visual view on One accountHere you can select an Account and then select any oprotuinites tied to that account, this pulls in all the marketing touch points with that account and all who are attched to that account. It c...

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  • solved badge Re: Sales Insight Lead/Behavioral/Demographic scoring

    Its in Sales Insight section in the admin area

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  • Re: How to Export lead list with Chinse Characters?

    Are you trying to export them out from Marketo and preseve characters?If you export as a CSV you won't be able to preserve the characters. If you select Tab Delimited, this will preserve the characters.

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  • Re: How Does 'Acquisition Date' Get Set?

    Adding to this older discussion, I too was running into issues around this. But I now think Marketo has added the Acquisition date automatically when the Acquisition program is set manual.I have a Global marketo form and a SiteCore webpage, when my lead fills out the Global form, I have a flow actio...

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  • Re: How do I mark an event registrant as a No Show?

    you can create a trigger campaign to update progression status automatically after your live event has finished/completed to send out your emails for no-shows and attendees.Example: Filled out form is x, on webpage is xFlow: Wait step set at the day after of event Change progression to No-show (t...

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  • Re: How can I see how many times a campaign email was opened vs. just ...

    you can create smart campaigns to listen for emails opened greater than x and stamp a custom field to then push that data into SFDC. Also send milestone interesting moments when that lead has open any email more than x and send an alert email to that lead oner or task.

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  • solved badge Re: Setting Up the Revenue Cycle Modeler to Optimize Tracking via Succ...

    The success path analyzer only measures the direct transition (the green path) but you can measure in-direct transitions in RCE between stages regardless if the stage is in the success path. You can also create report in RCA on this too just not fancy ones. If your business model moves early lead...

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  • Re: Deleting a list

    not if they have already met the criteria for that smart campaign and been processed.Once you delete the list, you may get warnings that it's being used else where.

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  • solved badge Re: Reseting lead score to positve value after inactivity

    You need at least 3 filters or trigers before the advaanced setting highlights.For every trigger used in a smart campaign will be ANY (or statement).

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Date Registered ‎02-05-2015 10:26 PM
Date Last Visited a week ago
Total Messages Posted 884
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