Grant_Booth

Grant_Booth

Contact Me
Online Status
Offline
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 Considering multi-select picklist for email preferences

    Hi all,We're looking to move to an email preference center instead of a simple Unsubscribe page, and I wanted to ask for some advice regarding the best way to do this.In the past I've seen a lot of other people set them up using a different boolean field for each email type - an opt-in field for "Pr...

    image_type
    Discussions
    3989 0 5
  • Re: Managing different types of contacts in one instance

    Have you considered using a multi-select field in your CRM? If you're using SFDC, it should sync down multiple values into the corresponding Marketo field as a semi-colon separated list (Value1;Value2;Value3) Then you could use a filter for that field in Marketo and use "contains" instead of "is" fo...

    image_type
    Discussions
    1632 1 1
  • Re: Whitelisting instructions to provide to customers?

    Hi Jasmine,Do you have a dedicated IP for your Marketo emails? If so, you can provide it to customers so they can ask their IT team to whitelist it. Without a dedicated IP though, you would probably have to ask them to whitelist all Marketo IPs, which their IT team is unlikely to agree to since it w...

    image_type
    Discussions
    6591 3 1
  • solved badge Re: Cannot manually edit pick-list fields

    ^ What Dan said. Also beware that if the field maps to both a lead and contact picklist field in SFDC, it will only prepopulate values that exist on BOTH fields in SFDC.That is, if the lead field has values A, B, and C while the contact field has values B, C, and D, then only values B and C will dis...

    image_type
    Discussions
    4550 1 0
  • Re: Smart List of Who Will Actually Get an Email

    To work around this we have a "Contactable Segmentation", which files anyone unsubscribed, marketing suspended, etc., under a "Blocked" segment. Then we just filter them out of the smart list in the first place. It would be nice if being able to see qualified, mailable leads as a smart list was buil...

    image_type
    Ideas
    3187 1 1
  • solved badge Re: How to change sales owner and account owner fields to import data ...

    Those are system fields which do a lookup to the account owner or lead owner in the CRM - in other words its read-only to the CRM. You can use a custom field to designate what lead is owned by who, like you described, but keep in mind that data will *not* sync up to your CRM. To hide the original fi...

    image_type
    Discussions
    4789 1 1
  • Re: Forms: Font color changing with field labels that are only present...

    I see the visibility rules in the form editor only let you set plain text, not a rich text label.I'd recommend putting something like this in the page's CSS.mktoLabel { color: white;}or, if that doesn't work, try:.mktoLabel { color: white !important;}If you're using a custom color that isn't exa...

    image_type
    Discussions
    1449 0 0
  • Re: User not receiving reset password link

    For creating a new user with the same email after deleting the old one, just wait 15 minutes or so. If I remember there's a back-end cache that takes a little time to clear before it recognizes that the email is no longer in use. If the password reset still doesn't work after that, you'll probably w...

    image_type
    Discussions
    3854 0 0
  • solved badge Re: Tracking what program caused person to cross MQL score threshold?

    Hi Eric,The {{trigger.Name}} token will record the name of the smart campaign which requests a campaign.So if if you can figure out logic so that the campaign which pushes them over the threshold requests a campaign to set the MQL Source Program field, you can use the {{trigger.Name}} token to set t...

    image_type
    Discussions
    2170 1 1
  • Re: Blocking Public Email Domains

    My advice is to instead block leads with public email domains from marketing qualified status and being routed to sales reps unless they take some particularly important action (like fill out a contact me form or request a demo, in which case require a company name). That way they can still receive ...

    image_type
    Discussions
    1874 1 1

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Contributor2 Contributor2 Earned on 4.14.21 Earned by 93 people Select to learn more
  • Bedrock Bedrock Earned on 4.02.21 Earned by 82 people Select to learn more
  • Contributor Contributor Earned on 4.02.21 Earned by 280 people Select to learn more
  • Seeker Seeker Earned on 4.02.21 Earned by 681 people Select to learn more
  • Springboard Springboard Earned on 4.02.21 Earned by 210 people Select to learn more
  • Coach Coach Earned on 4.02.21 Earned by 91 people Select to learn more
  • Affirm 1 Affirm 1 Earned on 4.02.21 Earned by 718 people Select to learn more
  • Shape 1 Shape 1 Earned on 4.02.21 Earned by 839 people Select to learn more
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