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: Manually Changing Score Value in SFDC?

    Why would you want to do this?You could setup a MSI flow for the salesperson to reset scores, but they shouldn't be doing this. Instead, let them change the status to Recycle (or something) and Marketo will handle the rest.You should be able to edit that field in SFDC unless your user permissions ar...

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  • Re: Templates for Engagement Program?

    Take a look at some caveats about using this.http://www.slideshare.net/jdavidhill/marketo-engagements-and-drip-nurturing-boston-user-group-dec-10-2013Otherwise, Engagements are great. Setup the following structure:01 - Stream Emails02 - Stream Emails...01 - Landing Pages04 - Entry Flows05 - Exit Flo...

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  • Re: Need a Data Governance Strategy doc sample/template

    Burch,I am writing something along these lines at my blog, but it's not ready yet.I do have this set of slides where I discuss my data management principles.http://www.slideshare.net/jdavidhill/how-to-be-a-marketing-automation-rockstarhttp://www.slideshare.net/jdavidhill/data-management-in-marketoI ...

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  • Re: Marketo Campaign for MSI

    You would have to run this as some sort of Drip Program where it is requested by Sales Insight and sends immediately as long as it was M-F at X time.You could set this to be placed into an Engagement, but then you'd have to select M-F Cadence and risk sending more content every day.

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  • Re: How to test tokens for lead owners

    If you want to send to real leads, then do this. I call this a Live Test because we actually hit Run Once.1. Gather a Seed List or Internal Only List - this must ONLY go to email addresses on your team or your test leads. Double and triple check.2. Set this smart list on a live send campaign or Emai...

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  • solved badge Re: Anyone ever play in Pardot?

    Hi, I agree with much of what has been said here regarding Pardot functionality. I saw another demo recently and spoke with a partner of theirs. There are serious workflow deficiencies in controlling how leads flow and things that Mike and Rajesh have said. Specifically, your Pardot workflow appli...

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  • Re: Change Score Flow vs. Change Data Value - Lead Score

    Yes all of those will work.Also remember that you CAN use Change Data Value most of the time for special situation, such as when I want to use a token to overwrite the value when I doLead Score - Demographic Score = Behavior Score (but in the Lead Score)Change Data Value on Lead Score = {{lead.Behav...

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  • Re: Errors in CSV list upload

    Was the list properly lined up in the CSV? Did the list overwrite existing phone #?You can just go back to the list and create two columns:Email | Phone and then overwrite the problems.

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  • solved badge Re: Block Field Updates and API Calls

    Field blocking will only prevent Overwrites of existing data.I do not think the API would return an error, but it might as I've seen the import process denote when a field might be blocked for new data.

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  • Re: Unable to download exported list

    Are you exporting all columns? That might be slowing it down.I'd call Support for help with this one.

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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