Matt_Stone2

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Joined the community 13-01-2014

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Re: How to see info captured from form

by Matt_Stone2 06-10-2014

Just to add to this... the problem with this solution is if you want to do this for multiple unique forms with different questions on them. Smart list views are global, so you'd have to continually change them. I know lots of people have been wanting Marketo to create a better solution for this, but...

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2080 0 0
Re: Bug in new Email Programs?

by Matt_Stone2 06-10-2014

The new(er) email program is pretty buggy. It can be very annoying to get the control panel to read the correct numbers--I've experienced the same issue where I set my smart list and the total should be 8, and the control panel shows 6,000+Your best bet is to set your smart list settings and exit th...

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2255 0 0
Re: Using programs in an engagement program -- safe to use member of p...

by Matt_Stone2 06-06-2014

Thanks, Josh. I couldn't think of a reason it wouldn't work... and I also couldn't think of a reason why I would need to do it. Just over-thinking a few things, I guess.

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1286 0 0
Re: Frequency of action filter?

by Matt_Stone2 06-06-2014

I might not be understanding, but would combining the two constraints not work for you?

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987 1 0
Re: Dynamic email from an uploaded list

by Matt_Stone2 06-06-2014

It shouldn't take very long for the new fields to go into effect. Maybe wait 30 minutes to be extra safe, but even that is probably overkill.The only edge case might be if you have a trigger campaign that would update the segmentation and has a wait step involved.

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1796 0 0
Using programs in an engagement program -- safe to use member of progr...

by Matt_Stone2 06-05-2014

When using programs within an engagement program stream, you select a smart campaign that requires a "Member of Engagement Program" filter. My question is, is there any reason that this shouldn't always be set as "Member of Engagement Program = TRUE" and "Program IS ANY"?Even if that smart campaign ...

Discussions

1306 0 2

Lead Management
Re: Switching leads between engagement programs with a twist

by Matt_Stone2 06-04-2014

The problem is that ALL of the emails are essentially repeated. My example wasn't very clear, but essentially it would need to work no matter if the lead is on the second email of the engagement program, or the 10th.So because of that, there's no way to build out streams/programs for all of those co...

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977 0 0
Switching leads between engagement programs with a twist

by Matt_Stone2 06-03-2014

Here's the basic outline of what I'm doing: I am setting up separate engagement programs per use case for our business, each with two streams. Within the emails in these streams, the content is already segmented on a different value and not their particular use case.What I want to do is be able to t...

Discussions

1014 0 2

Lead Management
Re: Social Sharing Creates New Leads?

by Matt_Stone2 06-03-2014

It might not be related, but I've had troubles with this when using the social form fill. If a lead goes to your form, clicks on the social form fill button and logs in, but then abandons the form, it would still create the lead -- but not follow the lead flow of if they had completed the form.I exp...

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1253 0 0
Re: Smart list based on SFDC Leads with No Activity

by Matt_Stone2 06-02-2014

Add a "SFDC Created Date = Is Not Empty" filter along with "SFDC Is Deleted = False" to get only your SFDC leads. Then for activity, it depends on if you want SFDC activity, or general Marketo activity.If it's SFDC, look in the SFDC inactivity filters, if it's Marketo, look at those inactivity filte...

Discussions

822 1 0