Level 10 - Champion Alumni
Joined the community 05-06-2017
Level 10 - Champion Alumni
San Francisco, CA
Senior Manager, Marketing Operations
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I like Chris's idea of using tasks. I would be careful about using it for high-volume activities such as web page visits, it's going to clog up your campaign queue and eat up SFDC ...
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1836
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I have always combined them into one, since they're one asset. Use different program statuses for "attended" and "attended on demand".
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2598
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I'd (gently) ask what they're looking to get out of these metrics. They're really considered "vanity metrics" in marketing. Overall they'll give you a pulse on how your email marke...
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We use UTM fields extensively to track what's driving program membership, then we have a Process Builder that puts the UTM fields on the Campaign Member object.
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2406
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I love tokens! Here's my game-changer: number your tokens. That way you can group similar tokens together in sections, and you can control the order in which they appear in the tok...
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I would open a support ticket
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2108
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What's the cadence of emails? Nurtures are designed for sending on certain days/times every week. If you need more customized timing (such as send first email when user is created,...
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1600
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I haven't played with it yet, but I think it's a great option for webinars and events as a replacement for "burner fields". For example: - Questions asked on a webinar registration...
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7191
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What tool is generating the invoices? Can it send and track them? Also I feel obligated to point out that email open and click data is notoriously unreliable and doesn't necessari...
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1500
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MSI is meant for sending a Marketo email template (such as a webinar invite, or an event follow-up) from a rep to someone 1:1. You can pull in person tokens but that's about it for...
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