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
Rank Icon Level 7
San Francisco, CA
  • solved badge Re: How to sum Lead Scores in one aggregate score field

    I would add a 3rd option to Sandy's fine suggestions - assuming you use Salesforce.com:3. Create a formula field in SFDC to sum the different scores.The downside of this method is that the scoring aggregation only occurs if and when the person gets synced to SFDC.BTW - I hope I'm not violating forum...

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  • Re: Editing templates

    Hi Jen,I agree with Dan Stevens that your best bet is to find an agency - or a self-service provider because the Marketo-provided templates are not tested often do not pass the test of display compatibility with different email platforms. I have a designer I always use when my clients need email tem...

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  • solved badge Re: Is there a way to add more constraints to the "Added to SFDC Campa...

    Thanks, Darrell - That's a clever idea but it wouldn't work in this case because I'd need another option that doesn't exist "Member of SFDC Campaign is any." This is an unusual setup here. I have a workaround - to add new fields to SFDC so that I can use Data Value Changes triggers. I was just hopin...

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  • Re: Flow for adding someone to a SalesForce Campaign

    Hi Jeffrey,I agree with Greg.To answer your question, here is where you would look to see if the program were synced to an SFDC campaign. If a program is synced to an SFDC campaign, flow steps that add to/remove from or change status in SFDC campaigns are ignored by Marketo.Denise

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  • Re: Event Reminder

    Hi Jessica,One way would be:1) Create 3 Smart Lists: Sunday 1pm, Sunday 2pm, Sunday 3pm. Each smart list will have a filter for "Clicked Link in Email->Email is____->Link Is___" where Link is will be one of the 3 times requested2) Create a Smart Campaign to with a Send Email Flow steps with constrai...

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  • Re: Flow for adding someone to a SalesForce Campaign

    Hi Jeffrey,Could you please show us a screenshot of the Flow of your triggered campaign? Also, by any chance is the Marketo program that the campaign lives in synced to a (different) SFDC campaign?Denise

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  • solved badge Is there a way to add more constraints to the "Added to SFDC Campaign"...

    The filter "Member of SFDC Campaign" has constraints available for virtually all the SFDC Campaign fields. But the "Added to SFDC Campaign" trigger has only 3 constraints: status, date of activity, min. number of times. Is there any way to add the SFDC campaign fields to the Added to SFDC Trigger co...

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  • Re: How to remove a member from campaign

    Hi Megan Popma,If you created a Smart Campaign with a Remove from Flow flow step in it,as in Dory's example, there isn't a reason to mistrust the results. However, you can look at the Results tab of that Smart Campaign to reassure yourself that people were actually removed. Also, once the 1 week wai...

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  • Re: Bot or Not? – Are you suffering from ‘bot clicks’?

    Good idea! I just voted for it.

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  • Re: Lead Source Attribution

    To add further elaboration - it's definitely useful to use hidden fields on forms to capture the UTM parameters - but you can capture the utm data without doing so - like this:The "Referrer" contains the utm parameter string. One advantage to this approach is that you know that the relevant utm para...

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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