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: Customers records duplicating in Marketo?

    You've got it! Good luck with the merges

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    2037 0 0
  • Re: Limit Sales Insight Email Sends

    HI Matt,There's not a way to do that which I know of, unless it's possible to limit the number of leads/contacts which can be selected in a list in SFDC at one time. I'm not certain if it's possible, but I haven't heard of it before.

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    655 2 0
  • solved badge Re: All Activities in Salesforce Showing as "Phone Call"

    Hi Jennifer,The Marketo sync user creates the activities with whatever activity type is the default in SFDC, so if you change the default activity type from Phone Call to Email, that should get the behavior you want.Grant

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    1323 0 0
  • solved badge Re: Triggers with Boolean values

    Hi Daniel,If the value is already 'true' and they choose 'true' in a form fillout, that is not seen as a 'change', so there is no Change Data Value activity created which could trigger the campaign. To work around this, I've seen other customers use the trigger Fills Out Form in conjunction with a f...

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    2071 0 1
  • solved badge Re: Remove bold label for required fields

    Hi Dan,The first thing I would check is the rich text editor for the label:Edit a Field Label in a Form - Marketo Docs - Product Docs There's a little pencil icon to the right of the Label in the form editor which brings up a rich text editor. From there you can drill into the HTML to see if there's...

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    Discussions
    1091 0 1
  • solved badge Re: Contains & Not Contains Together

    Using two triggers will not accomplish what you're looking for. The problem is that triggers will always use OR logic. If you have multiple triggers, then ANY of them can set off the campaign. Josh's solution comes close, but the problem is that you want this to apply to any web page, not just a spe...

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    3970 1 1
  • solved badge Re: Landing Page - Seeking Import from URL Feature

    For landing pages outside Marketo, form prefill and progressive profiling are disabled for security reasons, although with developer knowledge one can use the SOAP or REST APIs to create a similar affect.

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    3199 0 1
  • solved badge Re: Landing Page - Seeking Import from URL Feature

    Hi Chris,It sounds like you know your way around HTML and CSS alright - have you tried just viewing the source code of the page, then copying and pasting it into a landing page template in Marketo? Once you've done that, you just need to change relative paths to be absolute (CTRL F to search, then c...

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    3199 1 0
  • solved badge Re: Importing Untrusted List does not create new leads?

    Yes. If Marketo sees that email address already in the database, it updates that record and associates them with the list. It doesn't matter if it's a trusted or untrusted list import.

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    2793 0 0
  • solved badge Re: How to setup URL path to get the value of a hidden field?

    Hi Maude,When you're setting the field to be hidden and get it's value from a referrer parameter, you can choose the parameter name there. For example, here I set it to "dinner".Then in the referrer URL, you would use the same parameter name to give a value:domainname.com/en/products/?dinner=chicken...

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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