Josh_Hill13

Josh_Hill13

Contact Me
Online Status
Offline
Date Last Visited
‎09-12-2024 04:37 PM
Level 10 - Champion Alumni
Joined the community 03-09-2012
Rank Icon Level 10 - Champion Alumni
VP Marketing Operations
San Francisco, CA
  • Re: Creating Test List and Running Test of Webinar Flow

    You can test a webinar by registering and then removing your test leads.You add the members by sending them an invitation and making the next flow step Progression Status = Invited. Alternatively, you can wait until they Register.

    image_type
    Discussions
    776 0 0
  • solved badge Re: Send Design Studio Email In Email Program

    The old email programs could do this, but not the Email Send program. So if you have Email Blast this might work.

    image_type
    Discussions
    1769 1 0
  • Re: How To Exclude Salesforce Records from Syncing To Marketo where em...

    From the SFDC Side, you should move those records (or delete) to a Lead Owner who cannot be seen by the Marketo User.Perhaps you could export out of SFDC, delete them in SFDC, then import into Marketo and hold them back.From the Marketo Side There should be two ways:1. SFDC should reject attempts to...

    image_type
    Discussions
    1541 0 0
  • Re: Is there a way to copy inferred country into the country field wit...

    Sure.Use a data management campaign like so. This can be a batch or a trigger:Smart List: Country (or State) IS EMPTYFlow:Change Data Value: If Country IS EMPTY, then Country IS {{lead.inferred country}}you can do that for states and provinces as well.It's worth reviewing the existing data to make s...

    image_type
    Discussions
    698 2 0
  • Re: How to restrict who can fill out a form

    If you don't want them to fill out the form at all, you'll need some javascript to preven that.If your situation means you're sending out an email after the fill out (or registering, etc), then why not do this:Register Campaign Flow:Smart List NOT IN CompetitorsMake sure you have that competitors sm...

    image_type
    Discussions
    1592 1 0
  • Re: Revenue Model

    Richard, Seems like you've just started with marketo. Congrats! I'm not sure that you need to rush into the RCM/RCA system if you don't have your lead lifecycle nailed down. Why not spend the time to make sure the plan is right and the other parts of Marketo work, then work on the RCM implementatio...

    image_type
    Discussions
    1132 1 0
  • solved badge Re: Engagement Program Best Practice

    Generally sounds right. I'd be careful with how you manage leads across multiple Programs. I wouldn't necessarily remove the lead, rather I'd Pause it instead. Otherwise you lose data for that Engagement Program.

    image_type
    Discussions
    2227 0 0
  • Re: 2 Salesforce campaigns - 1 program

    I believe you can do this, but I would test it first.Marketo ignores Add to SFDC Campaign in synced Programs, but I'm not sure if that's when you point it at the same program.An alternative is to have that smart campaign live outside of the Program.

    image_type
    Discussions
    1263 0 0
  • Re: How do I get admin status to add other users?

    If you are an Admin already, go toAdmin > Users & Rolescreate New Users and add the right role.I wouldn't create too many Admins though!

    image_type
    Discussions
    635 1 0
  • Re: Pass captured UTM data to Salesforce

    Yes do that in SFDC first. If the fields are already in Marketo, you may have to ask Support to help with the mapping.Something else to note - if you're using Marketo Forms, you can make the utm field Hidden, then edit that field's settings to have Marketo handle the data population from the URL par...

    image_type
    Discussions
    2763 0 0

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Expansion Expansion Earned on 4.23.21 Earned by 11 people Select to learn more
  • Contributor2 Contributor2 Earned on 4.23.21 Earned by 93 people Select to learn more
  • Prowess Prowess Earned on 3.02.21 Earned by 7 people Select to learn more
  •  Artisan Artisan Earned on 3.02.21 Earned by 7 people Select to learn more
  • Bedrock Bedrock Earned on 2.22.21 Earned by 82 people Select to learn more
  • Contributor Contributor Earned on 2.22.21 Earned by 280 people Select to learn more
  • Originator Originator Earned on 2.22.21 Earned by 21 people Select to learn more
  • Seeker Seeker Earned on 2.22.21 Earned by 681 people Select to learn more
Public Statistics
Date Registered ‎09-03-2012 08:39 AM
Date Last Visited ‎09-12-2024 04:37 PM
Total Messages Posted 8,623
Likes Received 4883