Grant_Booth

Level 10

Joined the community 01-08-2013

Level 10

Portland, OR

Sr CRM Administrator

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Re: Require at least 1 field from a set of fields on a form

by Grant_Booth in Product Discussions 07-03-2014
Latest Post 07-03-2014 by Grant_Booth

Hi Nate, Rather than using multiple boolean fields, each set up as a single checkbox, just use a single string field, but tell it to have a field type of "checkboxes" in the form...
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Re: How do I report the number of visitors per page per day?

by Grant_Booth in Product Discussions 07-03-2014
Latest Post 07-03-2014 by Grant_Booth

You should be able to do this with a Landing Page Performance report in the Analytics tab. Once you've created the new report, just go to the report's Setup tab and set the date of...
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Re: Send and Track for Outlook - how to update a field in SFDC?

by Grant_Booth in Product Discussions 07-03-2014
Latest Post 07-03-2014 by Grant_Booth

You might try having a campaign with the trigger Is Sent Sales Email, and in the flow has Change Data Value for that "days since last activity" field. Then if the field gets change...
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Re: Improving the download confirmation page

by Grant_Booth in Product Discussions 07-03-2014
Latest Post 07-03-2014 by Grant_Booth

Hi Trask,From what I've seen so far, using Forms 2.0 there's not a way to manually set where the follow up page opens unless by using the Forms 2.0 API:http://developers.marketo.co...
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Re: Token access in email script?

by Grant_Booth in Product Discussions 06-20-2014
Latest Post 06-20-2014 by Grant_Booth

Hi Till, Could you clarify what you mean with a more specific example? What kind of tokens were you looking to access?
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Re: Survey reports

by Grant_Booth in Product Discussions 06-17-2014
Latest Post 06-17-2014 by Grant_Booth

I don't believe there's a way to automate this (that is, you can't have something which gets sent out weekly), but there is a smart list you can make to display the information y...
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Re: How can I add leads to a marketing program that has already run?

by Grant_Booth in Product Discussions 06-17-2014
Latest Post 06-17-2014 by Grant_Booth

Right - an email program can only be ran once. It sounds like cloning the program or using a smart campaign instead is what you're looking for.
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Re: "Web Page Visited" Token?

by Grant_Booth in Product Discussions 06-17-2014
Latest Post 06-17-2014 by Grant_Booth

Trigger based tokens are listed here:https://community.marketo.com/MarketoArticle?id=kA050000000KywJCAS
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Re: Marketo records and Salesforce storage limit

by Grant_Booth in Product Discussions 06-09-2014
Latest Post 06-09-2014 by Grant_Booth

Hi Justin, I recommend going to Admin > Salesforce > Edit Sync Options, and checking to see which activities are enabled there. You can choose certain activities to sync over t...
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Re: Filter help for capturing specific time

by Grant_Booth in Product Discussions 06-06-2014
Latest Post 06-06-2014 by Grant_Booth

Hi Mariah, If you set the Date of Activity constraint to "between", then you can specifiy the exact dates. Just choose the first day of the week and then the last day of the w...
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