Guy_Goldstein6

Hey Jennifer,This has been the subject of a great deal of debate at a lot of companies I've worked with. The general conversation goes like this:Marketing wants the deals coming from that lead to be attributed back to the Marketing source (ie. the original lead)SDRs want the deals coming from that l...

Semantics are a big challenge when implementing any system and this is one of those little challenges that you see all the time. The same word is used in many different places to mean many different things, or different words are used in different places to represent the same thing. This issue is pa...

You do know you can just email me! I didn't even realize it was you

Hey Nicole,Great Question!There are 2 things that you're going to want to nail down in order to get the most value out of the campaign objects (and a little bit of customization on the SFDC side):Make sure that Sales are using Salesforce correctly! It's impossible to stress how important this is, bu...

I generally maintain a couple of different "System Acquisition Programs" for leads created in SFDC, sales emails, and historical leads (leads created before we launched Marketo) for the purpose of attributing acquisition programs but still grouping like with like.It works very effectively and I usua...

One of my earliest lessons in User Roles was definitely what Justin calls the "New User" (I call it a "Training Profile").I Set every single new user up first as a "Training Profile", until I can make sure that they have the training appropriate for the role they are going to need to move to.When I ...

Hey Gregoire and Justin,I think you've both expressed some SUPER valuable tips in general for running a Marketo instance and they both cover the issue pretty concisely.The one thing I would add is that when developing lifecycles, I often allow "either" a score of X, OR a particular interesting momen...

You can use the negative filters - So it's not "Clicked link in email" is you've also got:NOT clicked link in email is in the past 7 daysSo if you wanted a smart list of all of the people who clicked the email in the past 30 days but NOT in the past 7 days you would set it up like this:Using "All"...

Hey Nick,It might help you not to associate the decision with the 5 separate campaigns - but to have a single campaign with a choice that all of those triggered campaigns requests.So your trigger would be:Clicks link in email is Flow: Request campaign is and in the stream assignment you can set it u...

Hey Ashley,I've recently done a number of implementations of Infer and have seen some fantastic results. Infer combines data from your own database with up to about 250 different data points collected from their own data library to return a rating that's somehow related to your own data's outcomes.Y...