Tammy_Chan

Level 3

Joined the community 11-10-2017

Level 3

Massachusetts

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Re: Different Marketo Support Tier Feedback?

by Tammy_Chan 03-19-2018

Thank you both for your feedback!Your responses make sense on the level or type of ticket- The most recent issue I have is oppty's being tied to contacts are visible in my SF instance, but only some are visible in Marketo. I hopped on a share screen and they thought it was odd as well so they've pas...

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3814 0 3
Different Marketo Support Tier Feedback?

by Tammy_Chan 03-16-2018

Hi Everyone,Does anyone have the Marketo business support? I was looking into purchasing it b/c I want faster response time on cases logged. Sometimes it takes over if not up to 2 weeks to get resolved - and sometimes these are pretty pressing issues which I'm hoping maybe business support can resol...

Discussions

4083 1 6
Re: Spaces in Filters

by Tammy_Chan 02-09-2018

Thanks! I think I ended up figuring it out- I guess I needed to have:%20CIO%20%20CIO (rules of "not contain" - CIOa-z)CIO%20Thanks again!

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8152 0 0
Re: Spaces in Filters

by Tammy_Chan 02-08-2018

Hey SanfordThis seemed to have worked for the IT titles, but now I'm trying to run a segmentation for c-suite, vp, directors, managers etc. I used this method again for the c-suite titles like "CIO" and CFO etc. created a c-suite smart list, and created a VP smart list. I excluded the members of 'c-...

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8152 0 2
Re: Spaces in Filters

by Tammy_Chan 01-26-2018

This is AWESOME! Thank you SO MUCH!

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8146 0 4
Re: Spaces in Filters

by Tammy_Chan 01-25-2018

Hi Sanford,I'm running into the same issue here, would you be able to tell me how you addressed this? I basically want to bucket all "IT" contained titles into a segment but i'm getting things like "digital" etc. Thanks!

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Marketo Programs Showing up in SF as templates

by Tammy_Chan 01-25-2018

In the Salesforce Marketo Plug in - in the upper right hand corner there's an option to "send marketo email" where you'd then have an option to select a marketo template- how do you control what is being viewed here, i have some folders in here (like Learning) is this a setting issue?Thanks in advan...

Discussions

780 0 1
Re: Setting up SFDC Sync - Contacts not syncing??

by Tammy_Chan 11-09-2017

Thanks Josh! I don't know how else to adjust my permissions outside of the Mkto Sync user Profile and under "Object Settings."I had provided access to read,edit,and view, when I edited the contact under those permissions it wouldn't sync, but as soon as I checked of "Modify All" and "Edit All" any e...

Discussions

2433 0 0
Setting up SFDC Sync - Contacts not syncing??

by Tammy_Chan 11-08-2017

Hi, I've been trying to sync my SF instance w/ Marketo finally my lead records synced over, but not my contact records. I logged a ticket w/ help desk and they noticed that in order for the contact records to sync over I had to have the Marketo Sync user profile to have "Modify all" and "Edit all" c...

Discussions

3158 0 2