Christian_Tovar

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Joined the community 17-09-2018

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Re: How do you manage a marketo cleanup with CRM

by Christian_Tovar 04-25-2019

Hi, We use SFDC and are going to use a partner to help us clean that side of our data. However, there is a concern that if we delete people who have unsubscribed we're not adhering to email rules and regs. So I'm wondering how people go about that.

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4599 0 1
Re: How do you manage a marketo cleanup with CRM

by Christian_Tovar 04-25-2019

I didn't find anything that was helpful. I must be searching incorrectly.

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4599 0 0
Re: How to exclude people who received a sales insight email through S...

by Christian_Tovar 04-22-2019

Hi Josh,I was trying to use the sales email filter:That would only pull one person. I ended up just using "was sent sales email" in past 10 days from x person. That worked but I'm still curious how others go about filtering a specific sales insight email that wasn't a template.Thanks!

Discussions

2217 0 0
How do you manage a marketo cleanup with CRM

by Christian_Tovar 04-22-2019

Hello,Our database is long overdue a cleanup but because of our CRM we haven't been able to make this happen. A big concern for our CRM admin is managing the previous unsubs. How do you manage your cleanup while making sure you're still adhering to all the unsubs?Thank you!

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4716 0 8

Lead Management Marketing: Lead & Demand Generation
How to exclude people who received a sales insight email through SFDC

by Christian_Tovar 04-09-2019

Hello,I am trying to exclude people who received an email from a sales director that did not use a marketo template. How can I go about this?I tried creating a smart list using what I thought was the email ID but it only pulls one person with that. Any other work arounds?

Discussions

2280 0 2

Email Marketing Lead Management Marketing: Lead & Demand Generation Sales Insight
Re: Unsubscribe process with two partitions

by Christian_Tovar 02-05-2019

So if the "unsubscribed" isn't checked that means they can still be subscribed to our other brands, correct? That is what we would want.I need to dig further and check about a subscription center.

Discussions

2206 0 0
Unsubscribe process with two partitions

by Christian_Tovar 02-05-2019

Hello,We use our instance for two different partitions (brands). I want to make sure it's all setup correctly.The form is setup with the unsubscribe field as hidden but it's not feeding to this area:However, there is another smart campaign that is working. The process flow that works is this:Is this...

Discussions

2300 0 2

Lead Management Marketing: Analytics and Metrics Marketing: Email Marketing & Brand Marketing
Re: Source Empty

by Christian_Tovar 01-30-2019

Thank you, Amy. Our Marketo instance doesn't auto sync back to SFDC so I believe we might've missed a person source through a form fill. At one point that flow wasn't setup but I recently did. I'm going to check original referrer and see what that pulls.Thank you!

Discussions

4371 0 0
Source Empty

by Christian_Tovar 01-28-2019

Hello,I've tried to drill down as much as I can in a person source report and continue to stumble upon "empty." Does anyone have a best practice for identifying what the empty could be?Thank you!

Discussions

4535 0 3

Email Marketing Marketing: Analytics and Metrics Marketing: Marketing Operations (MOPS) & Data
Re: Lead by Source and Month

by Christian_Tovar 01-25-2019

Thank you, Denise.So, since I ended up doing it by source instead. I wouldn't need to filter, correct?I instead used this filter for the smart list:

Discussions

4480 0 1