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
  • Re: Can't see members in my smart list after import

    Right - if you're looking to see *which* leads the program is set to affect, you can click on the number of expected leads in the audience panel, and it will show you the qualified leads. The Members tab is only for leads who've already been through the program.

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  • Re: Reducing Database Size

    Hi Jeff,I don't believe we exclude email invalid leads from that count - however, I'm in Support not Sales so I don't know all of the details on that. I've been told that we *do* exclude anonymous leads.As for the unsubscribed leads, even if you delete them from your database, their email addresses ...

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  • Re: How long does it take for the smartlist that queries against SFDC ...

    Hi Michael,Unless that lead is being told to sync immediately by a smart campaign which uses a Salesforce related flow step (like "Sync Lead to SFDC"), updates like the one you describe will occur in the background during each sync cycle. Marketo reaches out to your Salesforce and checks all of the ...

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  • solved badge Re: What is the shortest wait time duration value I can use?

    You can go down to seconds, but note that wait steps in the minutes or seconds are likely to take significantly longer than you expect, depending on whether or not there are other campaigns running in the background at the time.Imagine that your Marketo works kind of like it has a few workers in the...

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  • solved badge Re: Email Address Change - Automatically Resubscribe?

    This is actually built in to Marketo, as Jenn described.Think of the behavior as part of Marketo's durable unsubscribe. In each Marketo instance, whether or not an email address is unsubscribed is recorded separately from individual leads, and actually saved on the back-end. For example, if you dele...

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  • Re: Tokens for Reoccurring Dates

    Hi Kristy, try creating a custom lead field to hold the date, and then have a recurring smart campaign which updates the field's value earlier that day using the {{system.date}} token:https://community.marketo.com/MarketoArticle?id=kA050000000LBvaCAGI hope that helps!

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  • Re: GoToWebinar Event Invite

    When you say:"1 - invitation - send email, change program status to invijted, sync to salesforce2 -Confirmation - Change program status to Registered (webinar), add to SFDC campaign, interesting moment, sync lead to SFDC, wait 2 hours, create sales task to follow up"Are these two different smart cam...

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  • Re: GoToWebinar Event Invite

    Do you know if you were using a different channel for it's program statuses than the last webinar? Also, how was the email sent (smart campaign, email program, etc.)? This should have nothing to do with WebEx v. GoToWebinar. It kind of sounds like maybe the channel had "Registered" as it's first sta...

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  • Re: Change API name

    In that case, your best bet is to ask Support to delete the field for you (rather than just hide it), then you can have it start with a capital when you recreate it. If you need it mapped to a field in your CRM, Support can do that as well.You have to ask nicely though 😉

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  • Re: Do you still do lead-routing in SFDC and not Marketo?

    Hi Joe,I think the main difference is that in SFDC, you can set up universal rules that apply for every single lead coming in unless told specifically to assign to someone else.In Marketo, leads can be synced up to SFDC from a variety of sources - multiple campaigns and the Marketo Program to SFDC C...

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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