Jessica_Kao3

Jessica_Kao3

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Date Last Visited
‎08-31-2022 11:55 PM
Level 10 - Champion Alumni
Joined the community 15-01-2016
Rank Icon Level 10 - Champion Alumni
Senior Director, Demand Operations
San Francisco
  • solved badge Re: Acquisition Program not being recorded?

    You can only have one acquisition program and it should be the first one that a lead encounters. The flow that is set up is to ensure that you only change the acquisition program value if it is empty. You do not want to keep changing it. Only in rare instances would you change out an acquisition ...

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    3775 0 2
  • Re: Program Analyser not showing pipeline

    Agree with everything Josh said and check those things first.For FT pipeline to show up, you must have acquisition program and acquisition date. Joe Smith is a contact role on the opportunity. Joe Smith was acquired by a non operational program. The acquisition date has to be before the oppty cre...

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    1972 1 0
  • Re: Unable to Import Sales Owner related fields into Markeo

    Marketo cannot write to these two fields that you indicated they are Read only fields. Another way to go about this is to create a custom field "Uploaded Sales Owner". Then you can create smart lists and part out the data however you wish with a single upload. Then you can import them in and have...

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    Discussions
    3484 1 1
  • solved badge Re: Controlling Lead Nurture/Engagement Flow

    Without digging too deep into it, it has to do with the placement in the stream. So if you drag the new content to the bottom of the stream, they would continue forward in that order. Say they are on #3 and you add a piece and it's position #6, the next cast should preserve the order. Now if they...

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    2188 1 0
  • solved badge Re: Tagging a lead source in Forms

    If you are talking about global lead sources, as a best practice, I would recommend having this assigned at the global level in a marketo operational program. However, it sounds like you just want to use a global form on different pages and that is entirely different from pulling in source on your ...

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    2622 0 1
  • Re: Trouble with A/B Testing Results

    It does look like the test is still running. I think the test is stuck which would warrant a support ticket. You can see that the test is still running and a winner hasn't been declared. I'm assuming clicks to open with a 3 subject line test. Time to call support on this one I think.

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    3902 3 0
  • Custom Field Sync RCE

    Is there a way to sync a custom field into RCE and select it as a measure. Currently it is not an option for me to set it as a measure. Does it have to be of a certain type of field in order to qualify as a measure type field?

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    1281 0 1
  • Re: Trouble with A/B Testing Results

    How long did you set the test up for? The minimum is four hours. So if you launch the test at 6am, the winner at the earliest won't be sent until 10am. Did you have the winner declared manually or automatically?

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  • Newest Study Guide

    Is the latest study guide reflecting the new changes in the certification exam compared to the one that was given at summit this year? I have a colleague that is taking the exam now and want to make sure I'm giving her the right info.

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    675 0 0
  • Re: How do you restrict SFDC from creating a new lead?

    If you have a global sync rule in place that automatically syncs all new leads, then that would need to be dealt with. I would recommend if your usual practice is to sync everything, and in this case you don't want these leads to go into SFDC, there are a small number of them, etc. I might bypass M...

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Public Statistics
Date Registered ‎01-15-2016 03:08 PM
Date Last Visited ‎08-31-2022 11:55 PM
Total Messages Posted 298
Likes Received 337