Level 4
Joined the community 30-06-2014
Level 4
Sydney
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For your lead scoring, you set up a smart campaign for each action you want to score on. These don't need to be within a program - they can be created on their own and placed withi...
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Hi Abdallah,You could create one as a landing page that has the subscription fields as either tokens or a pre-filled form on the page. This way, if a lead goes to the page, the for...
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Hi Mabel,Just so I understand, are you looking to set up triggers that would assign a score based on the action a lead undertakes?If so, then you set up a smart campaign (one for e...
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Hi Isabela,Does your SFDC instance have a field called Comments or Notes? If so, simply having that field in the form will sync that data into SFDC when the form is submitted. Othe...
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Hi Stephen,I don't know of a way to do it automatically, but you can do it manually.If you create a smart list to show all those leads who had the value changed (Data Value Changed...
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Hi Christine,We've implemented this at a Smart Campaign level. Our smart list is a trigger Filled out form = form and our flow say If Lead Source is blank, then Lead Source = Websi...
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Hi Josh,That is what I am currently doing, however the problem is that the Lead score is a sum of Behavioural and Demographic. This means that i can make the Behavioural and Lead s...
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Hi all,I want to set up a cap for my lead scoring where they cannot exceed 100 points.Our lead score is Demographic + Behavioural = Lead. I can cap anything to stay above 0 easily ...
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I did this just recently using a Score test field.I created smart campaigns with each criteria I was changing adding points to my score test field. I then created a smart list with...
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The sharing permissions are created in SFDC against the Marketo account you have set up for the sync.Support sent me a video on how its done. Just go to University > Courses > Admi...
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