About Zachary_Everett

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" in Smart Lists. There area lots of ideas in the Marketo Nation forums, but none of them are ideal. It would be greatly appreciated if Marketo could make these fields usable for Smart Lists, Search (in program "Members" and in the Database).

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 thought 100% through yet: Transfer all unbsuscribed folks to a Salesforce campaign. Our former SF admin created a "Block from Marketo" checkbox on the SF end. This cuts off all data pushes/pulls from SF-Mkto on the SF lead records. Check this. "Remove from CRM" in Marketo. Set up a global operational campaign in Marketo to flag any new signups/form fills/"acquired by" to consult this SFDC campaign and send an alert to me (Marketo Admin), and send a unique "do you want to resubscribe?" email to the lead. Marketo Admin unchecks the "Block from Marketo" checkbox in SF to open the sync again. I'd love to hear how others have approached this question too!

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 inactive leads in advance of needing to pay for an additional 10,000 contacts. We have approximately 4,000 contacts that are invalid, unsubscribed, and another few thousand that have been inactive for over 6 months. Does anyone have experience crafting a lead purging policy? Do you have an example or tips to share? I know that fully purging a lead also purges their activity log and subscription preferences. What advice do you have to address these notes? Thank you for any insights! Cheers, Zack

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 and our form collection landing pages need improvement. I investigated Knak, which a lot of Marketo users seem to love, but they are too expensive for our enterprise ($10,000/year subscription). All I need is a visually appealing, mobile-responsive landing page for form collection. -Does anyone have experience acquiring one of these on the cheap? -What is your experience working with web developers on Marketo products (is it hard to find a developer who can code Marketo features like the content Modules and dynamic content into the templates)? -Is it possible and advisable to have a developer modify an existing Marketo LP Template to be responsive? I'd love to hear your thoughts and suggestions! Thank you! Zack

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Date Last Visited	‎01-15-2021 12:10 PM

Date Registered	‎06-22-2018 12:52 PM
Date Last Visited	‎01-15-2021 12:10 PM
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SFDC ID Searchable & Usable in Smart Lists

Re: Building a Lead Purging / Contact Retention Po...

Building a Lead Purging / Contact Retention Policy

Responsive Landing Page Templates