Denise_Greenb12

Denise_Greenb12

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Date Last Visited
‎03-02-2021 02:16 AM
Level 7
Joined the community 18-04-2017
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San Francisco, CA
  • Re: Progressive Profiling

    Firefox is my primary browser so that explains why I've had trouble with it in this regard. Thanks again, Sandy!

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  • Re: Progressive Profiling

    Thanks for that explanation! Is that true of all browsers? It seems to me I have experienced inconsistency using incognito to get around the fact that I'm known - in testing other things besides progressive profiling - but I can't remember and specifics at the moment. That's why I have gone the rout...

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  • Re: Progressive Profiling

    Yes but with Incognito/Private/InPrivate, it's not clear to me if all browsers behave the same way. If Incognito means cookies are blocked, doesn't that make you unknown again the second time you visit the LP?

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  • Re: RCM/RCA/Succes Path Analyzer - Desperate help! :(

    Hi Tammy,If you hover over my picture you'll see (one of) my email address(es). Feel free to contact me directly and I'll be glad to answer that question!Denise

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  • Re: RCM/RCA/Succes Path Analyzer - Desperate help! :(

    But you CAN build logic to push the lead forward through from an earlier stage to a stage further down the success path. For example, using your screenshot, you can code so that if someone in Suspect's Lifecycle Status is changed to Sales Accepted, they will be pushed all the way through from Suspec...

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  • Re: Progressive Profiling

    Hi Megan,Progressive Profiling is kind of tricky to test for yourself because you are a known user to Marketo. So to test PP properly what I tend to do is use a browser I don't ordinarily user and clear all the cookies and cache first. Then go to the test LP and fill in the form as a new test lead -...

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  • Re: RCM/RCA/Succes Path Analyzer - Desperate help! :(

    Hi Tammy - The RCM will execute the stage transitions dictated by triggers inside the directional arrows. However, the directional arrows can only move a person between 2 stages. So if, in your first example, the person is not in the Lead Nurture stage the directional arrow can't move her to MQ.RCMs...

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  • solved badge Re: Creating Tasks Flow Step

    Hi Kevin,Marketo doesn't distinguish between Lead Owner and Contact Owner. Where the Marketo UI says "Lead" that means lead or contact. The Sales Owner is the person who owns the person record regardless of whether it's a Lead or a Contact.Denise

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  • Re: Be Careful with "Is before" and "In past before" date field operat...

    Hi Grant - That's a good suggestion (between with a very low boundary). It wouldn't have worked for me in this instance though because I needed "in past before 1 hour."Please vote for the warning in the UI idea here: Thank you,Denise

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  • Re: Be Careful with "Is before" and "In past before" date field operat...

    Grégoire Michel​, Sanford Whiteman​ - I modified my idea to just ask Marketo to comment the filter rather than change the logic because of Sandy's note. Please vote for it!

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Public Statistics
Date Registered ‎04-18-2017 03:35 PM
Date Last Visited ‎03-02-2021 02:16 AM
Total Messages Posted 211
Likes Received 156