Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
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.
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.
Have you tried using the actual activities instead?Was Sent Sales EmailWas Sent Emailetc...That might work better.
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 ...
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 ...
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.
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...
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...
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 ...
Tim, You might want to consider changing your statuses to better reflect the process you described. Instead of "Dead" for a lead that isn't ready, why not say "Nurturing"? Then your system drops that lead into a predefined nurture. If you setup a Reason Code or something else, Marketo can then choo...