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I have used a separate program in a traffic cop style approach to manage entry into multiple nurture streams and move people from one nurture to another. It's very unique and customized to your individual situation. It would be very difficult to find a generic blog or article that would address yo...
If you are looking at a specific record and looking to see if a data value change was due to a list import, you can look in the activity log history and do some detective work. You can try looking at the audit trail to see what the last list imports were.Do you know the name of the static list wher...
I have used firmographic score, engagement score and lead score, three separate fields. I also, only allow the firmographic score to be no higher than 30 % of the total lead score. I have also built the lead lifecycle to separate out what is a score purely from firmographic and what is behavioral....
It would be helpful if you could provide an example about what you are looking to track and the reporting that you want to see that would be helpful. I'm not sure what you mean by Marketo's out of the box tracking lead information. If you don't want a particular field to be over written you can se...
Marketo bases whether a person received an email in the engagement stream based on the email ID, as long as that hasn't changed, they will not receive that email again. If you clone it, then it gets a new email ID so depending on what you did but it sounds like you did not create a new email.
Hi Brenda,Here are some things that I would double check:If you register 2-3 test leads with case 2 are the tokens different, they should be uniqueHave you checked that the token in the confirmation email doesn't have any anomalies that you can tell?If you delay sending out the confirmation emails, ...
I thought it was 4 hours but maybe I am remember incorrectly. Also, if the invitation has expired, I could never figure out how to resend the invite. I deleted and then reinvited them. If there is a better way, would love to know.
Hmm That's interesting. The exame must have changed from when I took it at Summit from now because the exam at Summit was almost identical to the ones in the practice exam. It's taking them a while to have the practice exam information catch up with the current test.
I'm curious to hear how others have handled making sure that people aren't bombarded by too many emails. How do you control both from a process perspective and tools to control who gets what when, especially when sales is using toutapp, outreach, sales loft, etc. How do you guys coordinate?
I've used clear slide in the past. There wasn't very much to integrate but that was about 2 years ago so not sure if anything else has come about. What are you looking to integrate?