Edward_Masson

Edward_Masson

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Date Last Visited
yesterday
Level 10
Joined the community 05-02-2015
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Sr Director Global Marketing Operations
Bay Area, CA
  • Re: Is there a list of all the lead tokens?

    There is no list per-say, but you can take screenshots of prefix: {{lead. {{Company. {{System.You can also extract all your field list from the Field Management section of Admin as almost every field can be used as a token.

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    1988 1 0
  • Re: Is anyone else having trouble adding email content to the first st...

    Are you recieving errors?There is a couple of things to be aware of.Content ButtonClick on the ADD CONTENT button.Leave Type set to Email, select the email you want to add.Stream + IconClick on the streams + icon, leave Type as Email and select the email you want to add.Drag & DropSimply drag the em...

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    1013 0 0
  • Re: member.webinar url

    If your using WebEx:You must have a wait step of a couple of minutes before sending your confirmation email to allow your progression status change to 'Registered' to get to WebEx event.

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  • Re: Best Way to Measure Leads that Skip Stages RCA

    Hi Jeff,Each stage will get credit (tagged) if the lead passed through it based on the set up! If your sales reps are going to do that behavior as you describe above, you need to capture it in your setup/lifecycle flow.In your example: Your leads in Interested stage will bypass Lead stage (and rece...

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  • Re: How do I use Custom Fields as filters in smart lists.

    The 'Clicks Link in an Email' trigger with ‘Link’ constraint will only show what is physically in that email (Gated Resource Email). This also does not work if you have links in a 'MyToken' placed on that email. This trigger can only work if the URL exists.This is why Marketo needs to update 'Clicks...

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  • Re: Does the community have any recommendations for 3rd party develope...

    I have not used Dynamics so I will take a stab at it. Does your Marketo user profile have access to all areas of Dynamic objects? Is your Marketo fields correctly mapping on lead/contacts, especially when the lead is converted to a contact with an opportuinity (as you state that the lead is deacti...

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  • Re: Best webinar provider that integrates with Marketo?

    We use WebEx and we have not experenced any problems. It was also the first one Marketo created an adapter for.

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  • solved badge Re: System Smart Lists- Possible Duplicates + SFDC Id's

    Hi Jen,As Kenny suggested, by adding Marketo’s ID in your custom view will now show SFDC ID when exporting but take note: The SFDC ID that gets exported will be the 18 digit ID and not the 15 digit ID if you viewed that lead/contact in SFDC. e.g. when your viewing leads/contacts in SFDC there is a d...

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  • solved badge Re: System Smart Lists- Possible Duplicates + SFDC Id's

    That's strange, talk with you SFDC admin to see if your Marketo Profile is correctly set up. If that cant be resolved there, create a support ticket. This should be there as you will get stuck when you need to handel SFDC leads and contacts diferently.

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  • Re: How to real-time share partner webinar leads

    The URL your partner suggests is more likely using HTTP. You can use Marketo's 'WebHooks' feature to do this. You will require a web developer skill set for this but possible.Once a lead registers, you can trigger the WebHook to pass that lead information to your Partners database (through a URL) wh...

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Date Registered ‎02-05-2015 10:26 PM
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