Zachary_Everett

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Joined the community 22-06-2018

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SFDC ID Searchable & Usable in Smart Lists

by Zachary_Everett 10-20-2020

My SFDC admin has asked me to update some leads based on the Lead ID (a Salesforce field). We have a lot of duplicates, and I need to merge some of these fields based on the Lead ID. Looking into our database, I can see a "SFDC ID" field in lead records, but I am not able to run a search by "SFDC ID...

Ideas

2121 1 0
Re: Building a Lead Purging / Contact Retention Policy

by Zachary_Everett 08-17-2020

Hi Carrie,Thank you for sharing these resources! I hadn't seen the first one you listed, and that gives me a lot of food for thought already. I've thought through which leads we would want to purge. I'm very curious to hear how others handle purging unsubscribed leads. I have an idea that I haven't ...

Discussions

4291 0 1
Building a Lead Purging / Contact Retention Policy

by Zachary_Everett 08-17-2020

Hello Marketo Nation!I've tried searching Marketo Docs and Marketo Nation for advice on this piece, but I haven't found anything yet. My organization is approaching its database person limit. We do not yet have a formal lead purging protocol, but we are a nonprofit that is interested in purging inac...

Discussions

4314 0 3
Responsive Landing Page Templates

by Zachary_Everett 06-02-2020

Hi Marketo Nation!I recently learned that all of the guided templates are NOT responsively designed for mobile/tablet devices, even though they're beautiful on desktop. I looked into several past threads about this topic and haven't found an answer for my questions. I work for a smaller nonprofit an...

Discussions

2707 0 3