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I prefer to create one program on the top level of marketo and place all the MSI emails there. If you keep the MSI emails in the individual marketo programs in your folder structure, what the sales reps see in SFDC will be the entire inherited folder structure. Sometimes you can end up clicking dow...
Hi Regina,I'm really sorry you have had such a difficult time getting up and running. There are some nuances with Marketo, but I've been using it for many years and sent out millions of emails by now and it does work. I know some things can be frustrating, but the community is a place to get help ...
How do you handle email hygiene, avoid spam traps? This could be related to your recipients are labeling your email as spam. This tends to be an issue if companies buy a lot of lists and don't run them through email verification or email hygiene or if you data is older than a few years. There are...
I use alerts instead of smart list subscriptions. What I have found is that reps only want to see their own information instead of other peoples info. Alerts are specific to only the leads that they own and they care about. With smart lists, I'm assuming you are sending them all demo sign ups for...
Do you have a score decay program in place? That will prevent the issue of having to distinguish when someone hit 50+ points today or 2 years ago? I have a custom field called Date at MQL for this specific issue that you are describing. I create this both on the lead and contact object and stamps...
Similar to Daniel's solution, I automatically populate any lead that is created from SFDC the email of the sales rep that created the lead into Lead Source Detail. I have LSD one on the lead object one on the contact object and I map them together in SFDC. That way, I only have to pull one field ...
I used Zuant as a more comprehensive lead capture software for tradeshows for badge scans and business card scans. They can also do some cleaning up of the data too and an integration into SFDC.
In the log it says lead owner was changed to Huang. One of your filters is lead owner is not Huang. Could that be it?
Open a case with support and have them remove them delete the field on the Marketo side. Only Marketo support can remove fields if you don't need that field any more.
It will depend on what are the rules that govern when a lead belongs to a particular stage of your lead life cycle. For stages that are defined by being on an opportunity, that's pretty easy to load in your lead life cycle. Ones where a specific stage is represented by having 1-49 points, its very...