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: Getting Marketo Form Id

    if you view the HTML source of a Marketo page with a form and seaarch for 'formID' you should see the number

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    1769 3 0
  • Re: Using Marketo ipad app to send literature

    It's a dirty work around but should work. It will be a program and not a smart campaign that the lead needs to be added to. Say you have 3 unique literature pieces, you could set up 3 separate Programs in Marketo for each content. Now, from the Ipad app, manually entered the lead to that piece the...

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    1046 1 0
  • Re: Report on URL Parameters

    Only Lead reports allow you some customisation. Using the Group by filter in a Lead report set up or adding a custom column. Custom Columns are actually smart lists! create a smart list for every field you want to measure as a column in your lead report. Then add each smart list through the Custom C...

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    1891 2 0
  • Re: No campaign members? Where is everyone?

    Going on what you have writen, If the form is not built in Marketo and you have a trigger of 'Filled out Form' then nobody is going to get the email!Without seing it, it sounds that nobody will meet the requirments to be sent an email.

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  • solved badge Re: "Fixup Lead Owner" - Marketo leads assigned to SFDC admin

    'SFDC is overwriting Marketo's instructions to default to the adminSFDC is overwriting Marketo's instructions to default to the admin'Ah, OK, if you do all the sync assignments in Marketo, do you have one or multiple smart campaigns with flow step of sync to SFDC and your selecting a person like the...

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  • solved badge Re: "Fixup Lead Owner" - Marketo leads assigned to SFDC admin

    This graphic helps!You need to look at your assignment rules to see what has changed recently as SFDC cant find a lead owner/queue to assign this particular lead or Leads.Is there other lead assignment rules in SFDC to lead queues? So this lead met no other criteria in SFDC to be routed to other tha...

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  • solved badge Re: "Fixup Lead Owner" - Marketo leads assigned to SFDC admin

    The screenshots show that the source of the lead update was from SFDC. That is the automatic sync between platforms. It looks like your lead was upadated in SFDC 'fixup Lead Owner' and that information was then updated to the record in Marketo. if no flows with Sync to SFDC has been set up, it appre...

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  • solved badge Re: "Fixup Lead Owner" - Marketo leads assigned to SFDC admin

    Marketo Support is right, if you create a couple of flows to sync leads to SFDC and your assigning leads to SFDC users then the lead goes down another sync flow step and is then assigned to another SFDC user then the lead will get reassigned.Example:Flow process for Trial Downloads and is assigned t...

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    3744 3 0
  • Re: help with nurture campaign

    If you put all this in one flow you run the risk of errors and not knowning where the flow breaks down. (think Xmas tree lights).Best to use multiple smart campaigns for specific flows so you can report on.The 'Request Contact' path, is this a link on the LP or a form?On your email flow step you can...

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  • Re: Marketo, Salesforce, and Contact Records

    Dont you have Lead and Contact fields mapped to Marketo Friendly fields to be used on forms?We use Tasks for returning Known leads/Contacts filling out a 'Trial dwonload' or 'Contact me now' froms so that Reps action on them as if they are net new.

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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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