Grant_Booth

Grant_Booth

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Date Last Visited
‎02-25-2022 12:58 PM
Level 10
Joined the community 01-08-2013
Rank Icon Level 10
Sr CRM Administrator
Portland, OR
  • solved badge Re: Require at least 1 field from a set of fields on a form

    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 editor. Then you can give it multiple values, and a different checkbox will appear for each value. Then you can make the...

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  • Re: How do I report the number of visitors per page per day?

    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 activity, and drag of a filter to specify which landing page(s) you want to be included.

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    2191 0 0
  • Re: Send and Track for Outlook - how to update a field in SFDC?

    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 changed in Marketo it should change it in SFDC as well.

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  • Re: Improving the download confirmation page

    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.com/documentation/websites/forms-2-0/to change the form's target attribute (which determines where the follow-up page open...

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  • Re: Token access in email script?

    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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    1712 0 0
  • Re: Survey reports

    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 you're looking for. Assuming the survey was created by using a Marketo form, with custom fields for the survey questions...

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    722 0 0
  • solved badge Re: How can I add leads to a marketing program that has already run?

    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?

    Trigger based tokens are listed here:https://community.marketo.com/MarketoArticle?id=kA050000000KywJCAS

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  • solved badge Re: Marketo records and Salesforce storage limit

    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 to the corresponding lead/contact's activity history in SFDC, where it will be created as a task. I'm guessing that Send Ema...

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  • Re: Filter help for capturing specific time

    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 week: If you're saying that you want to see the highest number of web page visits which occurred during any given week, t...

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Public Statistics
Date Registered ‎08-01-2013 09:42 AM
Date Last Visited ‎02-25-2022 12:58 PM
Total Messages Posted 451
Likes Received 394