Edward_Masson

Level 10

Joined the community 05-02-2015

Level 10

Bay Area, CA

Sr Director Global Marketing Operations

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Re: URLs for Landing Pages in a cloned program

by Edward_Masson in Product Discussions 09-30-2013
Latest Post 09-30-2013 by Edward_Masson

That is just the nature of cloning programs at the moment.As part of your checklist after cloning a program is going into all your LPs and change the name (if your not happy with i...
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Re: How do Marketo Emails get "Related" to SFDC Opportunities?

by Edward_Masson in Product Discussions 09-23-2013
Latest Post 09-23-2013 by Edward_Masson

Is this manually done by your Sales reps when creating the event/task, they click on the pick list and select Opportuinity then use the look up field to find the Opp?When triggerin...
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Re: How do I add a new product tag in a program?

by Edward_Masson in Product Discussions 09-06-2013
Latest Post 09-06-2013 by Edward_Masson

Thanks Cheryl!The trouble with copy 'n pasting, I missed my first line in my comment.. 🙂As Cheryl stated, must be in the Admin section not in the program setup section.
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Re: How do I add a new product tag in a program?

by Edward_Masson in Product Discussions 09-06-2013
Latest Post 09-06-2013 by Edward_Masson

highlight the tag you want to add a new value first, then at the top of the tag section click on the 'New' pick list with the green plus sign.Select 'New Tag Value' from that pick ...
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Re: Finding a "Step ID"

by Edward_Masson in Product Discussions 09-04-2013
Latest Post

I don't think you can as more likely that the Step ID you see is a system field which will not be available to you for use in reporting, Smart list filters/constraints etc.
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Re: Inconsistent Activity Tracking in Sales Insight

by Edward_Masson in Product Discussions 08-29-2013
Latest Post 08-29-2013 by Edward_Masson

Here is some info on the sync set up on API calls to SFDC:http://community.marketo.com/MarketoArticle?id=kA050000000Kyr6
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Re: Inconsistent Activity Tracking in Sales Insight

by Edward_Masson in Product Discussions 08-29-2013
Latest Post 08-29-2013 by Edward_Masson

We had to turn it off.I found out by creating a lead and timing it when it would get into SFDC, then kept adding extra data to that lead from diferent SFDC objects to see how long ...
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Re: Inconsistent Activity Tracking in Sales Insight

by Edward_Masson in Product Discussions 08-26-2013
Latest Post 08-26-2013 by Edward_Masson

There is a few possibilities here.You could have a delay on SFDC API object calls due to: Lots of data being updated other systems connected to SFDC updating several times a d...
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Re: Add two Scores in Marketo

by Edward_Masson in Product Discussions 08-19-2013
Latest Post 08-19-2013 by Edward_Masson

Hi Kim S,I love your score grid and I’m looking to update something similar.I wanted to double check with you, on the Behavior Score – Normalized your using the behavior score fiel...
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Re: Assigning newly created leads to Queues in Saleforce

by Edward_Masson in Product Discussions 08-16-2013
Latest Post 08-16-2013 by Edward_Masson

Are you sending the alert from Marketo flow?Alerts can't be sent to Queue, only lead/contact owners. I found that out a number of years ago.As our Trial downloads are like the 'Con...
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