Edward_Masson

Edward_Masson

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Date Last Visited
3 weeks ago
Level 10
Joined the community 05-02-2015
Rank Icon Level 10
Sr Director Global Marketing Operations
Bay Area, CA
  • Re: Create a Boolean true/false Custom Field

    Do what you need to do first in SFDC. Any new fields your thinking about, do it now. (you can always add more custom fields in SFDC and they will get come over to Marketo automatically on the next Sync).Creating a new field in Marketo does not create a field in SFDC. Its the other way around. (unles...

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  • Re: Create a Boolean true/false Custom Field

    This is correct, Checkbox is what your after.Remember, if you are passing this to your CRM once collected for your leads, then you need to create the Checkbox custom field there first, then it will come over to Marketo after the next sync.

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  • Re: SFDC Sync and New Leads

    Looks like your SFDC rep created a net new lead then converted that net new lead to an account to associate an opportunity when they should have converted the existing lead record. Possible created the opportunity from the account and not from the lead record. I would speak directly with that lead o...

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  • Re: Email Performance from Salesforce

    I agree with Mark, having just one sales rep wanting to use MSI/Marketo is great!

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  • solved badge Re: Prepopulation works only on HTML emails - not text?

    Yes Tokens used for both HTML and Txt emails. Sorry, You threw me off with the phrase 'Pre-Population', I only hear that term used with forms and landing pages.

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  • solved badge Re: Prepopulation works only on HTML emails - not text?

    Not sure what do you mean here. Are you referring to Marketo Forms on Landing Pages?Marketo drops a cookie to the visitor, once a form is completed and the visitor returns to a LP with a form, the collected data so far will pre-populate if the pre filled fields are displyed again.Email clients wont ...

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  • solved badge Re: Inactive Leads

    If you have build up some behavior data you can use some of these filters: NOT Filled out Form NOT Visited Web Page NOT Score was changed NOT Clicked Link in EmailMost behavior data gets pruned and archived after 90 days: http://community.marketo.com/MarketoArticle?id=kA050000000L5XJCA0So you ca...

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  • Re: Putting Marketo forms on a new website

    Its not possible is not true. Iframe can work as we use this for all our Trial download forms. Check out our site for an example of iframe live: acronis.com/enterprise/download/backup-recovery/advanced-server-windows/You simple place your Marketo form on to a plain Marketo Landing Page and get you w...

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  • Re: Pushing Leads to SFDC

    Big question here,Some push only when they reach a score threshold, some push right a way when created in Marketo.If you push right a way senario:When you create a suspect in Marketo, sync to SFDC into a queue, when the raw suspects gets nurtured and more info is gathered you can then use SFDC assig...

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  • Re: Email test looking different on colleagues computers

    Certain browsers will not support CSS that is required to render that email your testing. I think it was only tested against iPhone and Android.

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Public Statistics
Date Registered ‎02-05-2015 10:26 PM
Date Last Visited 3 weeks ago
Total Messages Posted 884
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