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: Engagement Program against an Opportunity's Contact Roles

    Yes, you can do this. Yes, you can setup a campaign within the Engagement as a Triger for "Has Opportunity" and any constraint based on the fields on the Opp. Contact Role should be available to choose between Engagements Programs or Streams. Yes, you can use a date field as part of the system,...

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    985 1 0
  • Re: Best Resource for Managing Your Database and Importing Lists?

    So you are importing a list from your POS into Marketo?The import list discussions should help. A few tips: have an import template with the columns named after the Marketo Field Names (this will go faster). establish a regular cadence - eg: each Friday you do this. decide which fields in Marketo...

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    774 1 0
  • Re: Webinar partners

    GTM is a lot better for that level of work. They were very flexible on first year pricing to get me on board.Just be careful if you have a lot of international conf calls as the minimum minutes can be comparable or more than Webex. So be sure to press them on this.

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  • Re: Create Open/Clicked Emails Report in Salesforce

    You could use a smart list in Marketo to pull Email Was Delivered/Sent.In SFDC, you may see the Email Sent: activity if your Marketo was set to sync that in the Admin > SFDC section. You could use the Activity Report to pull that data in SFDC.

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  • solved badge Re: Changing Engagement Programs?

    You can try to Pause the lead using Change Engagement Program Cadence.If you Remove the lead from the Program, the data they've collected will be lost from that Engagement.You could create a Traffic Cop campaign that lives outside of the Engagements. It listens for additions and only approves additi...

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  • Re: Can you hard code a segment in a template?

    You could create a Segmentation called "Opted In" with Segment=Opted In or Opted Out. Then you'd create a Snippet or Dynamic Content for that Segment. So this wouldn't be "hard coded" into the template, rather it would be an email that you would clone each time you run an email. The problem I fores...

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    695 1 0
  • Re: Can I upload a list with lead owners in it that are not in SFDC?

    No you cannot have a column with Lead Owner and then have Marketo update the database.What you can do is take the existing list, remove Lead Owner, then upload it to Marketo. The resulting list can show you Lead Owner for any existing Leads.Marketo will not assign a Lead Owner based on an uploaded l...

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  • Re: Field Mapping Ownership - IT Dept./Marketing/CRM

    You should look at the Field Blocking option in Marketo and decide which fields can never be overwritten by Marketo. Naturally, you'd want to avoid overwriting existing SFDC values like: Lead Source Addresses Phone Title Name CompanyMarketo can still add new values to BLANK fields.Keep in mind...

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  • Re: Does anyone know how to set-up DKIM, SPF, whitelist etc for Google...

    Yes, see this article:http://www.marketingrockstarguides.com/dkim-spf-and-cname-setup-for-marketo-289/and http://community.marketo.com/MarketoArticle?id=kA050000000KyrDCASGenerally what you do is alter the DNS records, which may or may not be on your GApps management tool.Remember to tell Marketo ab...

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  • solved badge Re: Recommendations for appending address data to leads

    Ringlead, Demandbase, and Reachforce are probably the best choices.

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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
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