Jamie_Barclay

Level 5

Joined the community 04-02-2015

Level 5

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Re: Will this vanity URL be reflected as a broken/untrackable link?

by Jamie_Barclay 07-18-2017

Done 🙂

Discussions

2436 0 0
Lead Scoring

by Jamie_Barclay 07-14-2017

How do I find our Lead Scoring Model? I want to review it.Thank you

Discussions

1726 0 3
Email treatment ideas for listing a table with variables.

by Jamie_Barclay 07-14-2017

I'm working on an email that has a list of providers for each person - each person may have as few as 1 provider or as many as 4. I was thinking of setting up a table within the email that pulls in these fields for the person, however when I apply it - the people that have less than 4 leads - their ...

Discussions

914 0 1
Re: Form submission - capping registrations

by Jamie_Barclay 07-11-2017

Thank you so much... so I guess I'll look into adding BrightHooks by reaching out the contact below.Is that the best approach?The short answer is that there is no Marketo feature for this, so you will have to use a webhook platform such as:flowboost from Etumos. Contact Edward Unthank (Etumos) or Sa...

Discussions

5685 1 1
Re: Form submission - capping registrations

by Jamie_Barclay 07-11-2017

So this gets more complex. We have one form with 6 different event options. We want to camp each location at 30 - vs. the total. If we used Webhooks would that solve to cap each event (within the form) or would it be the total registrations (i.e., 6 x 30 = 180).Thank you

Discussions

5685 0 3
Number of times a person is duplicated

by Jamie_Barclay 07-06-2017

Is there an easy way to find out how many times a lead/person is duplicated in other words abc@yahoo.com = 6 recordsThank you

Discussions

1452 0 2
SalesForce/Marketo resynchronization

by Jamie_Barclay 06-29-2017

Our Salesforce/Marketo synchronization has been disabled for about 2 years (not sure what the reason was for the desynching). We are getting ready to resynch it but given work has been done independently in Marketo and SalesForce during that time and some new fields have been added in our Marketo in...

Discussions

1701 1 3
Re: Dynamic content

by Jamie_Barclay 06-20-2017

This is all extremely helpful. However from what I'm gathering the "segment" needs to be set up in our Database and all of the identified people would need their record to include the segment field - right? We would have to have the Marketo person in our database's record updated to populate for t...

Discussions

2483 0 1
Dynamic content

by Jamie_Barclay 06-20-2017

So my stakeholders want to use dynamic content (i.e, based on savings and hospital options available to them). I'm wondering what is needed in terms of snippets, etc.) I'm concerned as there are a significant number of people. It seems to me would would need to have the "Lead" fields set up (not...

Discussions

3286 0 5
Form submission - capping registrations

by Jamie_Barclay 06-19-2017

We have a (registration) form that we are using as part of an event. Is there any Marketo Automation that would:1) cap registration - in other words would not allow registration submissions once the count has reached X and the ability to submit registrations would be deactivate2) we could add secon...

Discussions

7324 1 8