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Here is a more humble use-case: my demand gen team started a new paid media campaign and forgot to notify marketing automation team in due time, so now we have to add all the folks that were affected by that campaign to corresponding tracking programs retrospectively, would've been great if we could...
Hi Greg,that's a nice solution, will bring it up with our SFDC admins, thanksWe don't map many of our key fields directly from lead to account actually, we map it lead to contact and for certain fields we have roll up fields on the account level. The thing is information on the account is usually ve...
Thanks Greg, I heard about this solution 7 Things that you should know about the Unsubscribe System Token Will submit a support case about the MSI unsubscribe footer, as it doesn't seem to work as expected
For a small campaign we are running I need one MSI email look like a personal email sent from a sales rep, it's just a text email sales reps will be sending to individual leads, they could've sent it from their inbox but we want to use MSI to make sure the messaging is consistent and to be able to t...
yes, I ran into this in the past as well, too bad there is no way to associate MSI emails with opps, significantly limits use cases of MSI emails for our org, might be worth creating an idea about that
This is probably cause by the following process:- existing account in SFDC has number 10-20 value in the number of employees- new lead is created in Marketo through a form/API with an 50-100 value in the number of employees field- when that lead is converted to the account the 10-20 value is overwri...
I find that the best way to get this type of data is employ the method described in this blog Fun With Data: Count the Number of Form Fills Create a series of smart lists 1. Received 1 email in the past month; 2. Received 2 emails in the past month, and so on, and then do the math in excel.Not the m...
We use Marketo in Europe a lot, two things to consider:1. Might be a good idea to sign the Safe Harbor Addendum - Update from Marketo on the EU-US Safe Harbor Framework2. Make sure your website is in compliance with the EU Cookies and Privacy policies Handling Cookies and Privacy in the EU , because...
That was very smart to save RCE documentation, is it too much to ask to share it with us ?The course on RCE in the university seems to be promising, but they only published 2 training videos so far. What locked away videos do you mean exactly?
Good question Jeff!there is some documentation on RCA and RCE , but it is quite superficial "click here to run the report" kind; RCE used to have its own documentation with little more details, but seems like Marketo killed it recently.I very often find inconsistencies between what I see in RCA/RCE ...