Jamie_Barclay

Jamie_Barclay
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Date Last Visited
‎01-28-2020 02:06 AM
Level 5
Joined the community 04-02-2015
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  • solved badge Re: Will this vanity URL be reflected as a broken/untrackable link?
    by Jamie_Barclay name dot 07-18-2017

    Done 🙂

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    Discussions
    2453 0 0
  • Lead Scoring
    by Jamie_Barclay name dot 07-14-2017 quickview

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

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    Discussions
    1728 0 3
  • Email treatment ideas for listing a table with variables.
    by Jamie_Barclay name dot 07-14-2017 quickview

    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 ...

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    Discussions
    917 0 1
  • solved badge Re: Form submission - capping registrations
    by Jamie_Barclay name dot 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...

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    Discussions
    5705 1 1
  • solved badge Re: Form submission - capping registrations
    by Jamie_Barclay name dot 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

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    Discussions
    5705 0 3
  • solved badge Number of times a person is duplicated
    by Jamie_Barclay name dot 07-06-2017 quickview

    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

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    Discussions
    1471 0 2
  • SalesForce/Marketo resynchronization
    by Jamie_Barclay name dot 06-29-2017 quickview

    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...

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    Discussions
    1704 1 3
  • Re: Dynamic content
    by Jamie_Barclay name dot 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...

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    Discussions
    2499 0 1
  • Dynamic content
    by Jamie_Barclay name dot 06-20-2017 quickview

    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...

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    Discussions
    3302 0 5
  • solved badge Form submission - capping registrations
    by Jamie_Barclay name dot 06-19-2017 quickview

    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...

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    Discussions
    7344 1 8
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Date Registered ‎02-04-2015 01:57 PM
Date Last Visited ‎01-28-2020 02:06 AM
Total Messages Posted 145
Likes Received 16
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