Edward_Masson

Edward_Masson

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Date Last Visited
‎09-09-2025 11:59 AM
Level 10
Joined the community 05-02-2015
Rank Icon Level 10
Sr Director Global Marketing Operations
Bay Area, CA
  • Re: Mass Period Cost Update Functionality

    It will be great if we can add Period Costs to folders like Tags and have them cascade will help with this challenge.

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    Ideas
    3620 3 1
  • Re: Scheduled email campaign did not launch

    Can be a number of reasons for this.Were you testing your smart campaign before launching?Check your smart campaign settings of your campaign audience if they met the criteria to run through your smart campaign.members in a wait stepWas it set for once only etc.

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    Discussions
    935 0 0
  • Re: Do I really need a dedicated SFDC license for sync?

    It's best not to use YOUR login account. Rather set up another SFDC users specifcally for Marketo Sync. Thats your user. Then you can limit that user access in SFDC. You may not need to sync every single field etc accoss to Marketo.This will help with performance depending on the size of you data in...

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    Discussions
    2282 0 0
  • Re: All actions in SFDC Activity History are being logged as "Calls"

    Hi Nate,You may need to create a new task type for the Marketo Sync user. This will be the one that Marketo triggers when using tasks in your smart campaign flow steps.

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    Discussions
    908 0 0
  • Re: How to build a Marketo Subscription Center

    Many thanks, thought I'd play with an oldie. Now playing with blog post in this platform.

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    Blogs
    4401 0 0
  • How to build a Marketo Subscription Center

    With the launch of the new Forms 2.0 from Marketo, I wanted to update an oldie in Marketo Community; Subscription Management. A Marketo Subscription Center. Below is a presentation I did last February at the Boston Marketo User Group.The old Marketo subscription center needed JQuery to check and u...

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    Blogs
    13311 19 19
  • Re: Lead Source - SugarCRM

    If the lead does not exist then a new record will be created and with that what ever lead source value it gets.If the lead already exist, then the lead will be updated with any new collected information or behavour. You must make sure that your lead source field is blocking any updates to prevent be...

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    Discussions
    1062 0 0
  • solved badge Re: Is it possible to "hide" leads that are in Salesforce from Marketo...

    Think about having a custom field check box for leads and contact, in combination with your specific sync details.This way you can check to see if lead/contact checkbox if true, sync/or not sync.

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    Discussions
    4465 0 0
  • solved badge Re: Something odd is happening - email fields are being set to null up...

    Your new leads in Marketo can't get synced to SFDC on it's own. They need to go through a flow process in a Program with Smart Campaigns or just a Smart campaign with a flow step 'Sync to SFDC'.You may have a program set up for lead life cycle, where your running your lead funnel stages. And have on...

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    Discussions
    2828 0 0
  • solved badge Re: Why would Marketo Support become inactive?

    Josh is correct here, you're not authorized to create support tickets. If I remember, Standard support gives on 4 authorized users to create tickets, Premier 6 and 8 for Elite support.Did someone recently change your status?

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    Discussions
    2148 0 0
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Public Statistics
Date Registered ‎02-05-2015 10:26 PM
Date Last Visited ‎09-09-2025 11:59 AM
Total Messages Posted 884
Likes Received 478
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