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: How can I track the lead all the way through the pipeline from poi...

    That might be best done inside SFDC reports, quite honestly.You can also use RCM to track this if you take the time to link up your stages to the Marketo RCM stages. If youlook up the RCM instructions, it will tell you how to do this. Just translate your Opp stages to how Marketo thinks:Anonymous > ...

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  • Re: Moving from Salesforce.com to Microsoft CRM

    Micky, I haven't heard of this specific case, however, your plan needs to be more detailed. If you are running SFDC+Marketo live you will still have valuable data coming into the system while you try to migrate over to MSD. You will also have to migrate things like pages, workflows, etc. In the oth...

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  • Re: Need a way for Sales to pitch a lead back to marketing for nurturi...

    Yes, that is the way to do it!If you can also setup a separate Last Status Change Timestamp and Last Status field, you can start tracking how leads move through the funnel.I would also add a Recycle Reason code which you could place in a separate field visible to Marketing or as Lead Status Detail. ...

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  • solved badge Re: "No Show" Progression Steps

    You can also condense this if you want to branch No Show vs Attended:Smart List: Progression Status Changes IS "No Show OR Attended"Flow:Send Email: IF No Show, Send Email No ShowIF Attended, Send Email AttendedDefault: nothing.

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  • Re: date field range

    Javascript would probably help you here. Or a jquery call back to your database.

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  • Re: Adding Leads to SFDC to Send Email Blast

    What filters did you use to include them in your campaign?Are all of those people in Marketo now?Remember, the best way to handle this is to upload a list directly into Marketo so it can be deduped. You can upload any number of columns as long as Email is present. That way all the leads will be read...

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  • Re: How to handle registrations beyond GoToWebinar max?

    Yes, you can set those people to Wait Listed and then Approve them as Registered manually.GTW may figure this out automatically too if you've set it up to handle overbooking as wait listed.

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  • Re: Click to Open Ratio

    Do you mean that you want the total Clicks and the total Opens? Those columns already exist.A ratio is always a %

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  • solved badge Re: Send Marketo Email button in Contact and Lead Page View?

    Yes, do you have Sales Insight installed in SFDC? If you do, then you can go to the Edit Page Layout (as a sysadmin) and add those buttons. See the setup instructions:https://community.marketo.com/MarketoArticle?id=kA050000000Kyw9

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  • Re: Mail Delivery Errors not logged under activity for the lead

    Perhaps Autumn can shed some light on that. It could be a timing issue.I often don't check these reports until 2-3 days afterwards because it takes time for everyone to receive and look at their emails. It could be that Marketo needs some time too, although it shouldn't.

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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