Carrie_Chandle1

Carrie_Chandle1

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Date Last Visited
‎12-16-2021 03:48 PM
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Joined the community 12-07-2016
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Raleigh
  • Re: Thoughts on Sky?

    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 feedback heard: https://nation.marketo.com/thread/50418-marketo-sky-survey-your-feedback-is-needed-3-minutes

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    4255 2 3
  • Re: How to Handle Full Name Duplicates

    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 the "Duplicate Fields = Full Name" filter in your smart list - we periodically do this and use our best judgment to merge,...

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    1659 1 0
  • Re: Drip and Nurture - loyalty program and email series

    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 between streams based on the behavior or demographics you're looking for. I'm a fan of using smart campaigns instead of Tra...

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    2726 1 1
  • solved badge Re: Trying to create API Only role and user

    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 select "API only" from point of user creation. Otherwise, you can't edit an existing user to become API only.Hope this help...

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    3009 3 1
  • solved badge Re: Hidden fields and SFDC sync

    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 fields will keep syncing unless you manually block field updates. Hope this helps!

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    2046 1 0
  • Re: Integrating with SFDC, help!!

    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 accommodates both cases. And last but not least, build an SOP for what should happen when a record no longer qualifies ...

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    6039 1 0
  • Re: Leadscoring and lead nurturing presentations and videos

    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 enough level for Sales to understand the importance of scoring, and it has quite a few graphics you could lean on.

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  • Re: Marketo please build clicked email report which shows the % number...

    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!!

    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 permissions now and in the future. We have a conservative viewpoint on field read/writing between the systems since our CR...

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    7821 2 0
  • Re: Reusing of form fields in programs

    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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Public Statistics
Date Registered ‎07-12-2016 12:53 PM
Date Last Visited ‎12-16-2021 03:48 PM
Total Messages Posted 122
Likes Received 109