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: Scheduled Batch Campaign Not Showing Smart Lists

    So for a lead to make it to the Flow, the lead must be a Member of Smart List A AND Smart List B, correct?What are the criteria for the two smart lists?Did the batch run already?It could be that the leads are all opted out (although it should tell you this on the Batch Schedule page)....or perhaps t...

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  • Re: Can I run a Marketo Sales Insight report in Salesforce.com?

    You may be able to do this if the fields exist and aren't just on the Marketo Force plugin. I haven't tried it though.You can run a report in Marketo if you look for leads with SI activity and then add the Owner column to the View.

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  • Re: Restrict initial data sync with salesforce?

    You need your Marketo User to have restricted access to those objects and any lead without an email.Sounds like that's not how you are setup though. When you say you have to have the Marketo User be an Admin, why? That's generally not a good practice.Perhaps you should either remove leads w/o emails...

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  • Re: Report numbers change

    Is this immediately after an email send or a couple of weeks later?

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  • Re: Email - Open Activity Heat Grid in CST

    Unless I missed something, this is not possibe off the shelf.You can use the Email Performance reports to monitor opens and clicks. Your user time zone will determine this.

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  • Re: How to automate the pull for lead activity details ?

    You can use the Email Performance Report to do this. But it will not have form fill outs or more data than email.Analytics > Reports > Email Performance Report (clone this)then modify the date ranges and setup a Schedule to go out weekly to the emails of your choice.The other data may be possible wi...

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  • Re: Is it possible to create an opportunity after form fill in Marketo...

    Michelle,You can't create an Opp in Marketo because these are Read Only.It might be possible to build a workaround in a couple of ways: Assuming you are creating Contacts, you could setup an SFDC workflow to trigger when a certain Task is created. Not sure, but I bet you could use Webhooks or the ...

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  • Re: Pausing a SFDC Campaign/Flow?

    The easiest way is to setup a Wait Step, but this hits all leads as they flow through.Unfortunately, you can't insert a lead into a flow at any point you want unless you are using an Engagement. I would try this first, but this may not be the best choice for you if you aren't running emails. You can...

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  • Re: Thank you page

    The LP and TY page are separate pages. Usually I try to setup the TY page first, because the LP Form needs a page to point to after the form fill out.You can visit the LP any time and click on the Form, then press Edit on the gear box to change its settings.To edit any page (approved or not) you can...

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  • Re: Sales Insights/Salesforce - how do you let reps know a new contact...

    If you knew the account names, then you could send an alert or email to the Account Owner. Just setup a smart list and an email to go out via Send Alert > Account Owner. Of course if you had different Account Owners and Contact Owners, it would be harder to be accurate.

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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