Carrie_Chandle1

Level 6

Joined the community 12-07-2016

Level 6

Raleigh

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Re: Thoughts on Sky?

by Carrie_Chandle1 in Product Discussions 05-16-2019
Latest Post

I'll admit we haven't jumped into Sky as much as I'd like to yet - old habits die hard, right?I'd recommend filling out the survey Carina Carlson‌ recently posted to help make your...
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Re: How to Handle Full Name Duplicates

by Carrie_Chandle1 in Product Discussions 04-11-2019
Latest Post 04-11-2019 by Carrie_Chandle1

Hi Suhail EK - Are you looking for a way to get a list of these potential duplicates with the same full name? Or a better way to merge them? To find a list of them you could use th...
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Re: Drip and Nurture - loyalty program and email series

by Carrie_Chandle1 in Product Discussions 04-11-2019
Latest Post

Let's see if I can answer a few of the questions you have...Transition rules between Welcome and the Content Series - The short answer is yes, you can transition leads/contacts bet...
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Re: Trying to create API Only role and user

by Carrie_Chandle1 in Product Discussions 03-15-2019
Latest Post

Andy Bailey - Looks like you're trying to edit an existing user instead of creating a new one (your screenshots show "edit role" and "edit user"). As far as I know you need to sel...
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Re: Hidden fields and SFDC sync

by Carrie_Chandle1 in Product Discussions 03-15-2019
Latest Post 03-15-2019 by Carrie_Chandle1

Hey Amit Jain, check out the thread here: Will SFDC still sync with hidden fields in Marketo? Just hiding them will only improve the UI (less fields to scroll through!), but the f...
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Re: Integrating with SFDC, help!!

by Carrie_Chandle1 in Product Discussions 03-14-2019
Latest Post 03-14-2019 by Carrie_Chandle1

Yes, the sync filter! Make sure your SFDC admin takes into consideration new records and existing records that could newly qualify for the sync - so they can build a flow step that...
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Re: Leadscoring and lead nurturing presentations and videos

by Carrie_Chandle1 in Product Discussions 03-14-2019
Latest Post 03-14-2019 by Carrie_Chandle1

Hi Malcolm Price - I don't have any presentations of our own that I could share, but check out this Marketo guide: 4 Steps to Developing a Winning Lead Scoring ModelIt's at a high...
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Re: Marketo please build clicked email report which shows the % numbers by ...

by Carrie_Chandle1 in Product Discussions 03-14-2019
Latest Post 03-14-2019 by Carrie_Chandle1

Great idea, Adam Kery!There are actually a couple Ideas submitted for this topic that you should vote for
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Re: Integrating with SFDC, help!!

by Carrie_Chandle1 in Product Discussions 03-13-2019
Latest Post 03-13-2019 by Carrie_Chandle1

Great insights above. We worked with Marketo, but it was mainly an IT lift for us working with our SFDC admins. Something to think about if you haven't already is the read/write pe...
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Re: Reusing of form fields in programs

by Carrie_Chandle1 in Product Discussions 01-24-2019
Latest Post 01-24-2019 by Carrie_Chandle1

Ah, yes. We don't hide a ton of fields for this reason, but have relied on it to help solve some SFDC field creation issues - and generally like it as an option just in case!
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