Katie_DenHollan

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Joined the community 23-06-2014

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Re: Create Task Smart Campaign Not Running

by Katie_DenHollan 07-27-2016

Hi Greg, I just uploaded a screenshot above that shows nothing registered on that lead's activity log. I'm not sure what the campaign backlog is. Where can I find that? My SFDC sync seems to be working fine because I changed a field on a individual lead's record, and the update was synced to SFDC wi...

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4543 0 0
Re: Create Task Smart Campaign Not Running

by Katie_DenHollan 07-27-2016

Hi Sydney, The lead's activity record doesn't even show it running through the campaign at all:

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4543 0 0
Create Task Smart Campaign Not Running

by Katie_DenHollan 07-27-2016

Hi, I'm trying to test creating a task in Salesforce from Marketo, and when I run the campaign, I get no results even though my schedule tab says there is one person qualified to run through the campaign:Below are screenshots of my set up (sent by is not empty, I've just erased the name from the scr...

Discussions

4618 0 9

Integrations
Re: Can users adjust who Sales Insight emails come from

by Katie_DenHollan 06-07-2016

After extensive back and forth with support, I found out that there is a way to change the from email address for Sales Insight emails, and all you have to do is add an "email" field to the User record in Salesforce, then update the settings as indicated above to select the other email field on the ...

Discussions

2084 0 0
Can users adjust who Sales Insight emails come from

by Katie_DenHollan 05-04-2016

Is there a way for Users in Salesforce to adjust who the Sales Insight email comes from? Our employees work in teams, and would benefit from Admin Assistants being able to send Sales Insight emails for another user, or it would be great if we could set all Sales Insight emails to come from the Lead ...

Discussions

2210 0 2

Integrations Sales Insight
Re: Unsubscribe from an Interesting Moment Alert

by Katie_DenHollan 03-14-2016

Opps, I responded through my sandbox account above, which has my colleague's name!After waiting about an hour after unsubscribing and triggering the IM again, I no longer received the alerts.Thanks for your help!

Discussions

3133 1 0
Unsubscribe from an Interesting Moment Alert

by Katie_DenHollan 03-11-2016

I've seen several posts about this from the last few years, but no answers. Does anyone know if a rep has subscribed to an Interesting Moment in Marketo Sales Insight for Salesforce, can they unsubscribe later?I can't find an answer anywhere, and we are about to roll out sales insight. I don't want ...

Discussions

3278 0 6

Integrations Sales Insight
SalesInsight: Should Flames represent Behavioral or Lead Score?

by Katie_DenHollan 11-13-2015

When we first installed Marketo, we were given advice to make our SalesInsight flames represent the lead score (Demo + Behavioral) and the stars represent Demo only.We are now ready to install SalesInsight and can't remember the reasoning around that advice. My boss now wants to make the flames repr...

Discussions

1530 0 3
Can a Lead Score be negative?

by Katie_DenHollan 11-03-2015

I'm wondering what happens to a lead score if they are already at 0 and they perform a behavior that decreases the score. Would the overall score go negative or remain at 0?

Discussions

3939 0 7

Lead Management Sales Insight
Re: What is the mechanism and/or best practice in Marketo to enable re...

by Katie_DenHollan 10-13-2015

Hi Chandler, I know you posted this question a long time ago, but did you find a solution to stay compliant with FINRA? We are regulated by the SEC, so we also need to keep a record of email history and recipients, but have not found a good solution yet.

Discussions

2453 0 2