Jessica_Kao3

Hi Nate,You hit the nail on the head why I do not set a usable success step in email programs because it will skew your results. I tend to stay away from having email blasts have their own programs with success steps. You can still get to the data of who clicked, who opened, which email campaign g...

I second Informatica (Strikeiron)

For Email programs I rarely if ever have that as a stand along program and never have opens or clicks as a success step. Let's take a look at the example if you do. I have an email promoting white paper A.I have a Content Program: white paper A - captures people who fills out the form = success. ...

I had the exact same thing happen. We found that there was a validation rule on the contact object in SFDC that requires the state to be a 2 letter character and anything that did not have that failed the sync. You can either remove the rule or normalize the data.

We've been experimenting with tracking product/application interest. So it's a bit more long term than a campaign but based on your example of product line, we are using product/application interest scoring. This allows the tracking of folks and their engagement along a product across multiple cha...

Hi NateIt depends on a lot of things whether you want to have a 1:1 relationship. For the most part it is almost a 1:1 relationship. I'm actually giving a talk on addressing this question and the other question you posted but realized you are not here in the bay area otherwise I would invite you t...

Also,Company Name is a field on the lead/contact object. This does not affect the account name which is tied to the opportunity object. Before you go and create a bunch of parallel fields and then have to write a whole bunch of smart campaigns to populat those proxy fields, you might want to consi...

Agree with Dan. The whole point of having unique program statuses for each channel is because in most cases they are different. For some channels like Paid Social, SEM, PPC, Online Advertisement, Website - these program statuses are sometimes Member, Converted (success) or MemberVisited WebpageConv...

I have had a few instances where contacts were used exclusively. If you do that, you have to place a stronger emphasis on the use of contact status. In many cases leads are only created by the marketing side so it is easier to understand marketing contribution separate from what sales is doing. I...

You can write it into the interesting moments description using the tokens for that field.