Nick_Donaldson

Nick_Donaldson

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Date Last Visited
‎10-28-2020 09:46 AM
Level 2
Joined the community 18-04-2018
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Consultant
Ottawa
  • Re: Pulling Program Type Tags into a SFDC Campaign

    Thanks James. We have country name baked into our current naming convention so I think we'll take the SFDC workflow approach. Nick

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  • Re: Pulling Program Type Tags into a SFDC Campaign

    Update: I found this in the ideas section -

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  • Re: Drip and Nurture - Transition rules between streams

    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

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  • Re: List import not working

    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...

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  • Re: Drip and Nurture - Transition rules between streams

    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...

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  • Re: Drip and Nurture - Transition rules between streams

    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...

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  • Re: Drip and Nurture - Transition rules between streams

    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...

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  • Re: Rule to update date field in salesforce from Marketo?

    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...

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  • Re: Marketo Fearless Forum: Edition 04

    Great addition to the team!! And can't wait to see how Adobe and Marketo will grow together!

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Public Statistics
Date Registered ‎04-18-2018 04:48 PM
Date Last Visited ‎10-28-2020 09:46 AM
Total Messages Posted 10
Likes Received 4
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