Edward_Masson

Edward_Masson

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Date Last Visited
Tuesday
Level 10
Joined the community 05-02-2015
Rank Icon Level 10
Sr Director Global Marketing Operations
Bay Area, CA
  • Re: Send email dynamic to date

    Through custom fields and time stamping, yes it can be done.Some date fields from SFDC may not work in Marketo. Your contract date may be at the Account level and you may need to see that date on the contact.Using a combination of work flow rules, when a date is stamped in a certain field, you can t...

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  • Re: Separate 2 CSS Forms on 1 Landing page

    My webteam managed to work it out.

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  • Re: Separate 2 CSS Forms on 1 Landing page

    can you have 2 lightbox forms on the same webpage? I have Contact us and a Try Now forms on one webpage. Both are lightbox forms. They are in a div, but depending on what button you click first, that same form displays when you click on the other. Eg. click on Contact us, exit then click on Try Now ...

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  • Re: Custom API & Opportunity Fields

    In Admin section and select Field Management, here you can export a list of all your API fields.Regarding viewing the Opportunity tab of a lead, what CRM are you using? and, do you create Opportuinties on Account or Contact level?Some companies still choose to create Opps on the account and not on t...

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  • Re: Sync lead to SFDC

    You need a Sync process to get Net New leads into SFDC for the first time.If in that same flow is being used with other flow steps, then this could be your issue. You may need to think about having seperate flows for certain actions/outcomes. A simple sync to sfdc flow in you Lead Life Cycle process...

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  • Re: Image URL appearing under email subject line

    Is the image hyperlinked as a call to action to a webpage?

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  • solved badge Re: Marketo Email Notifications

    You will have to build out those scenarios.You can use SFDC type as a filter on your smart list. If SFDC Type equals Lead, send email.

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  • Re: Transition to New Engagement Stream

    2 smart campaigns, one trigger and one batch for the past.You can have the trigger built to capture everyone moving forward from today. Then, run a batch smart list for everyone who previously filled out your form in the past of todays date.

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  • Re: Field not available in RCA Custom Field Sync

    I had similar issues after the new GUI. I ended up creating a ticket and got it resolved.

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  • Re: Column for campaign owner in reports

    If they are Programs, you can create custom tags to be used on all programs and you can run reports on all programs and filter on those custom tags. Tag examples:RegionBusiness UnitMarketo Campaign BuilderLanguageEtc

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Public Statistics
Date Registered ‎02-05-2015 10:26 PM
Date Last Visited Tuesday
Total Messages Posted 884
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