About Erin_Cavanaugh

Rachel_Noble · ‎07-20-2017

Piggy-backing off Christina's comment - also be aware of cross-sell opportunities. Do you sell different products to the different industries? If so, and if you have a customer in one product who might be a good target for another, you can use this opportunity to score them separately so you can see which product(s) is/are best to sell.

SanfordWhiteman · ‎04-06-2017

Leave the protocol-relative URL and post a screenshot. Also include the full URL to your pages.

Josh_Hill13 · ‎03-16-2017

Interesting question. Check the docs. Device data is tricky and it's going to be limited regardless of what you do. Marketo will only know the data if someone Opens or Clicks. If it's a spam filter bot, then that will be recorded instead of the real device. If you select Other and drill down, does that give you more data? You can run smart lists instead if you want to get some finer data.

Kim_Allen · ‎02-27-2017

Hi Erin, You will always have a 'default' segment in every segmentation you make -- it's the catch all for leads that didn't qualify for the other segments proceeding it. That being said, if you are emailing only ppl that fit into the defined segments you shouldn't need the default dynamic content adjusted. I however always like to make sure I have it in there as some generic content just in case a field (that maybe defines the segment) gets a value change or something right before a send. It's a good backup! Kim

Grégoire_Miche2 · ‎01-18-2017

Hi Erin, Then, if a contact can be associated with only 1 NAIC, it should be possible to have this information to be replicated on the lead/contact or account objects in SFDC (with either formula fields or triggers). Once these appear as lead/contact or account fields, they will also appear as lead fields in SFDC and you will be able to display them in views. Most of the work needs to be done by the SFDC admin. -Greg

Dan_Stevens_ · ‎11-22-2016

If you find this not working consistently, it's best if you don't include the "http(s)" protocol in the field. Instead, hard-code this as follows: https:// {{lead.Survey Link}}

Erin_Cavanaugh · ‎08-23-2016

Thank you so much! I can't believe I missed that. So each filter should really be its own line item so that it will truly encompass ALL of the criteria.

Erin_Cavanaugh · ‎03-14-2018

So you are creating Fields for each of your survey questions? I would just have a Smart List that shows all the people that filled out the form. And then in the People tab, edit your view to display all of those fields that you created.

SanfordWhiteman · ‎05-23-2016

It typically happens when someone sent a test email around (not a sample but a real test) and people helpfully checked the links. Only in very rare cases (like the IT-level mistake I alluded to above) does it not ultimately stem from user behavior, even if they didn't know what they were doing.

Kenny_Elkington · ‎03-18-2016

The winning record will be chosen based off of the winner in CRM. So the winning ID in marketo will the the one that has the GUID of the winning one in CRM. All of the record's activity logs will be migrated to the winning record.

Josh_Hill13 · ‎02-16-2016

Person Notes is the standard field tied to SFDC's Description field. I've written about how to use this properly. Marketo Hidden Tricks and Tips - Marketing Rockstar Guides So you can create a field as Dan suggests either in the CRM or just Marketo to do this. But keep in mind the limitations and prefill=F

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