Josh_Hill13

Josh_Hill13

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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: how many smart lists is too many?

    Hi Malik,This is well covered in earlier discussions. But without knowing more about why Sales (??) is asking for the smart lists, it's hard to give you a good answer for your needs.Nested Smart Lists, as a rule, should be avoided or at least minimized.Yes, if you reference a lot of smart lists in a...

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    3069 5 0
  • Re: Lead Scoring and Lifecycle Implementation

    I agree with all of these. Check out some of what I've written about before:marketingrockstarguides.com/?s=lead+scoringmarketingrockstarguides.com/webinars/https://www.slideshare.net/jdavidhill/marketo-revenue-cycle-model-and-lead-lifecycle-how-to

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    8605 1 0
  • Re: Do you allow your sales reps to claim event leads?

    What's the use case YOU are trying to solve for?What do you mean by "claim event leads"? Most firms I've worked at route event leads to the Account, Contact, or Lead Owner per whatever territory rules exist.If you are setting up something like a Round Robin that is usually better than a free for all...

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    5923 2 4
  • Re: Workspace and lead partitions

    That does work.Another option is to disable the Deduping flag on the backend and then you can let your normal Partitioning work.Then you take the master list, upload just the fields you want to a special WS/LP and you send the follow ups from there. The downside is you lose the reporting data on the...

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  • Re: Where to store seed lists when they are used in multiple programs?

    I like that.Here are a few ways we do this:Field IdentificationI do this primarily to manage 250ok seed lists, but you can flag a lead with a Boolean and say this person is a Seed. This is a good way to automatically BLOCK seeds unless you specifically bring them into a list.I then put this into a S...

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    6110 2 1
  • Re: Email Insights discrepancies

    Generally the smart campaign, smart list, email perf report, and email insights, and RCE will all be slightly different. This is due to how Marketo records information. There is a doc on docs.marketo.com as well as a ton of threads on this topic.

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  • Re: Administration is the key(bunch)

    Amit Jain wrote: Some of these might already be pointed out but here is my take: SFDC Field sync: As of now, Marketo sync all the fields visible to marketo user in SFDC automatically and if we already have a similar field existed in Marketo, it creates a duplicate. We have to go to Marketo ...

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    5832 0 1
  • Re: Marketo Email Template Partner

    good to know Pierce, thanks!

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  • Re: Needing to send an email using account specific info

    Smart Campaign 1: Select Account 1: Send Email 1 Smart Campaign 2: Select Account 2: Send Email 2 If you have a specific identifier for each account rather than just an email address you can do this. You could also run a single flow but you would need 10 Choice Steps within the Send Email Ste...

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  • Re: Middleware Syncing 2 Salesforce Orgs to 1 Marketo Instance

    You could push the two SFDC Orgs into separate WS/LPs depending on the use cases and security. That might have been a better idea for the scenario Jay identified.I agree with Sanford that this needs to be load tested due to the use of the API instead of the std Sync. What's the record volume and upd...

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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