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
  • solved badge Re: Where can you find documentation on Company Scoring or Account Sco...

    You can put it together using formula fields based on the Account's contacts' scores. But you may end up doing that inside SFDC.

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  • solved badge Re: How long: new Smart List to be visible to Member of Smart List

    Should be instantaneous. Try closing the tab and then reopen the campaign in a new tab. Occasionally I've had issues with that. Usually clicking on Flow and then back to Smart list works.

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  • Re: email reporting

    Yes. Any form that is available can be used/seen in that filter.It is common to set triggers to activate on any form EXCEPT for unsubscribe.

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    2707 4 0
  • Re: Activity Updated Trigger - Problem

    Have you tried using the actual activities instead?Was Sent Sales EmailWas Sent Emailetc...That might work better.

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  • Re: Access to raw data for Urgency & Relative Score?

    You can see this in a lead's activity history, but generally I haven't been able to get into it.The data is created as long as you have lead scoring setup - as far as I can tell-- and doesn't inherently need SI to be active in SFDC.But that data won't drive stars and flames unless you have SFDC MSI ...

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  • Re: Blocking leads from embargoed countries...

    I like Janet's approach. You'll need to modify your inbound lead processor to filter out "Embargoed Leads" and then either move them to a partition or sequester them by setting them to a Suppression List that is never synced.To never sync, you will need to do 2 things:1. Always suppress these leads ...

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    1038 0 0
  • Re: Marketo Field Definitions

    I also wrote more detail about some of the Marketo only fields in the Marketing Rockstar's Guide to Marketo. Elliott's article will get you off to a good start.

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  • Re: Did you hire a full time fully dedicated Marketo Admin?

    Ron,It completely depends on the size of the marketing team and your firm.When I first deployed Marketo, I was the global admin and regional marketer and then cross-trained everyone on using the system, but no one else had admin powers. You need to make sure only a highly trained marketer or SFDC Ad...

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  • solved badge Re: SFDC campaign sync without sales notification

    Christian,A few thoughts for you.1. If you really don't want to sync, then simply don't trigger a sync or connect your Programs to SFDC Campaigns. Marketo only syncs if you explicitly/implicitly ask it to do so OR if the Lead originated in SFDC.2. I usually get around this issue by creating Lead Que...

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  • Re: open email vs click email

    Open means that the marketo clear gif was pulled in because the lead had images ON. Then you definitely know they previewed or possible read the email.Clicked means they actually took a concrete action to go to your site, meaning they read AND liked your email. I prefer to look at clicks because it ...

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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