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Thanks James. We have country name baked into our current naming convention so I think we'll take the SFDC workflow approach. Nick
Update: I found this in the ideas section -
Hello!Is there a way to pull Tag Types into SFDC at a campaign level? I’d like to group members of a campaign by Region. Use case = I currently have a bunch of programs tagged in marketo -- all of which are are synced to SFDC. Ideally I'd see these region tags in sfdc similar to how program status’ ...
You're welcome Lizzie! Please feel free to mark my first post as correct so that the thread shows up as 'resolved' in the community.Nick
This is by no means a permanent solution, but the list import worked for me when I used a different browser.Here are the troubleshooting steps Marketo support provided me:1. Check if the file does not have any empty fields. Please update them with the value "NULL."2. Try clearing the cache and cooki...
It's probably best if you create a separate post as we’re veering away from your initial question re: transitioning leads between streams “What do I do now to ensure they get moved into the appropriate stream (Currently my team have nothing written yet) so these people in 'Welcome and onboarding wil...
Glad you found it helpful! I’d be hesitant lumping both “in conversation with sales” and “ they are a customer” as ‘Met Goal’ if you’re taking the approach of ‘Met Goal’ = MQL. These are 2 separate stages in a leads lifecycle.‘Met Goal’ (MQL) can be when your sales team begins outreach. While custom...
After you’ve defined your lifecycle, are aligned with sales on a definition of MQL, and zeroed in on the purpose of your nurture (everything Veronica has said), here’s how you can go about transitioning people between streams.This scenario is assuming your ‘Met Goal’ (MQL score threshold) is 100 poi...
Hi Ramya,You can also consider passing 'email sends' to SFDC in the form of activities.Admin > Integration > Salesforce > Sync Options:This way you’ll be able to capture email activity on the lead and contact object in sfdc:And after you click the email sent activity, you can see the specific time i...
Great addition to the team!! And can't wait to see how Adobe and Marketo will grow together!