Jessica_Kao3

Hi Brian,You might want to take a look at the sales process as well. Some sales teams only work in contacts, while SDRs work in leads. I have seen other companies where all of sales works in contacts only and marketing works in leads. If that's the case, as Jamie suggested, you might want to have...

Absolutely agree with what Jamie said. There are a lot of implications to having that lead as known in your database through an acquisition that Marketo can track. Specifically as that drives the conversion to membership in programs, what is their acquisition program. These have implications to u...

Hi Jamie,It depends on which Marketo Package that you have. If you go to the analytics section each one of the icons represents a type of report that you can get and for the most part it's pretty self explanatory. The top 3 I use the most in MLM are email performance, email link, and leads perfor...

You should probably contact your sales rep. Marketo has recently changed their product names from Spark, Standard, Select to Basic, Pro, and Elite. It looks like API and integrations start at the Pro level. But you should just contact your rep to get clarity. Here is the latest product page. Lea...

You want to make sure that is is a trigger program, and to ensure that the lead score is above 100 and coming from a score of below 100 so I would recommend the smart list to beUse All FiltersTriggerData value change Attribute is Lead Score ConstraintNew Value is>99Previous Value score is less than...

If you pushed the website to a live page, check the smart list of the program. Is their a constraint on filled out form on webpage? It might be referencing the staging webpage and not the live web page.

If you want a field to concatenate the historical data then you will need 2 custom fields and use tokens to keep adding the historical data. Event Track Temp Event TrackSmart campaign to add the two fields together. Event Track = {{lead.event track temp}], {{lead.event track}}You'll have to play a...

Assuming you have RCE, go to the RCE settings, set it to implicit and that will take care of it. Basically if Company A has an opportunity. Any program that has a member from Company A that reached a success step will be given credit. This setting is ideal for addressing situations such as sales ...

You can also look at your program and email naming convention. For some emails like our product nurtures we will add the subject line and that is enough of an indication or what the offer is WP, INFG, Webinar, etc