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
  • List import aliases not working?

    Anyone else seeing list import aliases not working? We're finding that despite having list import aliases in place, none of our field names that rely on them are automapping when we do a list import. For example, the list column name "Lead Source Description" should automap to "Lead Source Descripti...

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    5753 1 7
  • Re: Track anchor links with munchkin?

    Thanks Sanford! I was about to post that I'd found something that would work by putting the clickLink munchkin function into the hyperlink's onclick attribute, but I will check out the blog post as I would love to find something universal.

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    3795 0 1
  • Track anchor links with munchkin?

    Hi all,I did some testing on our pages and noticed that munchkin doesn't make a Click Link activity for anchor links: for example someone on examplepage.com won't create an activity if they click the link examplepage.com#someID.Is there a simple way to get munchkin to do this?Grant

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  • solved badge Re: Removing Name But Keeping SFDC Link in Alert Notifications?

    Try using the URL for a lead in SFDC (without the ID) and then the token. SImilar with SFDC.For example: https://na00.salesforce.com/{{lead.SFDC ID}}Replace "https://na00.salesforce.com/" with whatever the root URL is in your SFDC.I prefer not to link sales reps to the Marketo activity log, because ...

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    2431 0 0
  • Re: Intentionally Creating Duplicate Records

    Hi Jessica,That's not really how Salesforce is intended to be used, and I don't know anyone who uses it that way. What you need is a lead lifecycle process such that, when a lead has finished the sales lifecycle, or gone cold, they're removed from being considered active and have the potential to be...

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    4556 4 1
  • solved badge Re: Removing people from blacklist

    Hi Laticia,Whatever process(es) set the Black Listed field are entirely custom to your Marketo. The system will not email anyone who has Black Listed = true, but there is nothing built into Marketo which changes the value of Black Listed. I recommend going to Admin > Field Management and searching f...

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    3736 0 1
  • Re: Lookup tables

    Sanford we only use it for triggers, not batch processes, so the API limit isn't a problem. The same webhook actually runs a variety of logic at the same time, so it needs a little time to process before writing into the Marketo DB. For example it also does some simple math-related tasks that can't ...

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    8644 0 1
  • Re: Bulk import of "Data Change Value"

    Check out related discussion here: Lookup tables Unfortunatley, Marketo doesn't have native lookup table to do what you're asking

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    1863 0 0
  • Re: Database Cleanup - multiple emails for same lead

    I would be very cautious about any change trying to get rid of such duplicates, because none of the marketing automation systems are set up to do it, in particular regarding unsubscribe statuses. Marketo is set up to use the Email Address as an identifier to make a create vs. update decision. The sy...

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    3405 3 2
  • Re: Lookup tables

    We use a webhook to Workato (where lookup tables are supported) to accomplish this. We send the value in the webhook, it matches it in a lookup table, and then sends a value back to Marketo via REST API. The lookup table can be updated via a simple CSV import. It is a custom process but I'd be happy...

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    8720 1 5

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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