Josh_Hill13

Level 10 - Champion Alumni

Joined the community 03-09-2012

Level 10 - Champion Alumni

San Francisco, CA

VP Marketing Operations

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Re: Make a Lead View editable after clicking in a Sales Rep Alert Email ?

by Josh_Hill13 in Product Discussions 02-07-2014
Latest Post 02-07-2014 by Josh_Hill13

Sales Insight does not permit sales to edit Marketo records.You will need a CRM or to reimport a list of changes.
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Re: Difference between SFDC Deleted vs Lead was deleted from SFDC

by Josh_Hill13 in Product Discussions 02-07-2014
Latest Post 02-07-2014 by Josh_Hill13

See this clear description here:https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PNRQAA4"Lead Was Deleted From SFDC" allows you to add the constraint of a date a...
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Re: How to Send a Lead Back to Previous Owner

by Josh_Hill13 in Product Discussions 02-07-2014
Latest Post 02-07-2014 by Josh_Hill13

Yeah, that could work. The SFDC Admin isn't keen on doing the Apex code to make this work, so I was hoping for a different option.
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Re: existing list

by Josh_Hill13 in Product Discussions 02-06-2014
Latest Post 02-06-2014 by Josh_Hill13

Do you mean add to that list?Use the Add to List flow actionIf you are importing, you must import to a new list, then move List 2 Leads > List 1 List.Then you could remove Leads fr...
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How to Send a Lead Back to Previous Owner

by Josh_Hill13 in Product Discussions 02-06-2014
Latest Post 01-07-2015 by Diederik_Marte4

Hi folks,I recall this thread existed once, but I can't find it now. Here's what I want to do: When a Lead is recycled it is sent to a nurturing queue. Marketo puts certain lea...
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Re: "Smart Rules" for Progressive Profiling on Forms

by Josh_Hill13 in Product Discussions 02-06-2014
Latest Post 02-06-2014 by Josh_Hill13

You should be able to use the Visbility Rule to do this. Click on the field and then look at the lower right corner and click Visible?
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Re: How Do Set Up Multi Un-Subscribe?

by Josh_Hill13 in Product Discussions 02-06-2014
Latest Post 02-06-2014 by Josh_Hill13

Here are some other ideashttp://www.marketingrockstarguides.com/subscription-management-tips-for-marketo-454/http://www.marketingrockstarguides.com/subscription-management-basics-f...
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Re: How do I send an email with a specific attachement to specified leads?

by Josh_Hill13 in Product Discussions 02-06-2014
Latest Post 02-06-2014 by Josh_Hill13

You cannot send attachments with Marketo emails.It sounds like you would be better off sending these using a text template and via your own email program. Of course, if you have 10...
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Re: Matketo, SFDC sync

by Josh_Hill13 in Product Discussions 02-06-2014
Latest Post 02-06-2014 by Josh_Hill13

Sure, you can do this anytime. Just put the checkbox or field in SFDC first and it will sync to Marketo. if you prefer to only worry about syncing from Marketo > SFDC, then you...
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Re: Company reporting limited only 90 days?

by Josh_Hill13 in Product Discussions 02-06-2014
Latest Post 02-06-2014 by Josh_Hill13

Emily, There are a few solutions and Dan was outlining one: Ask Marketo Support to opt you out of the 90 day activity archiving. For content, track downloads using one of...
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