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I was afraid of this. I'll wait to see if anyone else in the community has another idea, just in case.
Hi,I'm trying to run a few programs where I'm updating some information in the lead database and trying to see if I can run it entirely via Marketo where I run a list import and if the email address matches, it updates the fields, but if there is no match Marketo takes no action.As far as I can tell...
Similarly, and this would be a little overkill but may be justified if you see this part of the process growing, but you could also do this with a custom object.
And because of that, it's actually strongly advised to use both the standard as well as programatic tokens in design studio templates to help build more scalable templates.Positive side effect is that it forces more standardization in the team's practices within Marketo.
Actually, our sales organization references "opened email" before making outbound calls so you should sync up with your sales team first about what all they need, but otherwise I agree with everything Grégoire Michel has mentioned.
Second this. That's what I've seen done in the past too.
Hey Josh,The lead routing is all done in SFDC. The reason I asked was because we want switch lead routing in SFDC to be queue based without hurting our sales named campaigns in Marketo, so I wanted to know how other power users were handling this issue.I looked at the discussion Gregoire pointed to ...
Why can't he set the trigger for "Visits Page" and have a filter for "Filled Out Form X (on Page Y if applicable) in past 5 minutes"? The way I see it, that would do exactly what he's trying to do without needing to request a second smart campaign with a wait step.
I have created a program that allows SFDC users to suspend leads from receiving marketing emails for 30 or 90 days, and get a 5 day warning when that lead is about to be taken off the suspend.If you'd like more details on that, let me know and I can write up a how-to.