Grant_Booth

Level 10

Joined the community 01-08-2013

Level 10

Portland, OR

Sr CRM Administrator

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

by Grant_Booth in Product Discussions 12-16-2014
Latest Post 12-16-2014 by Grant_Booth

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 ...
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Re: Email Address Change - Automatically Resubscribe?

by Grant_Booth in Product Discussions 12-12-2014
Latest Post 12-12-2014 by Grant_Booth

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...
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Re: Tokens for Reoccurring Dates

by Grant_Booth in Product Discussions 12-10-2014
Latest Post 12-10-2014 by Grant_Booth

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}} to...
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Re: GoToWebinar Event Invite

by Grant_Booth in Product Discussions 11-25-2014
Latest Post 11-25-2014 by Grant_Booth

When you say:"1 - invitation - send email, change program status to invijted, sync to salesforce 2 -Confirmation - Change program status to Registered (webinar), add to SFDC campai...
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Re: GoToWebinar Event Invite

by Grant_Booth in Product Discussions 11-25-2014
Latest Post 11-25-2014 by Grant_Booth

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 h...
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Re: Change API name

by Grant_Booth in Product Discussions 11-13-2014
Latest Post 11-13-2014 by Grant_Booth

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

by Grant_Booth in Product Discussions 11-06-2014
Latest Post 11-06-2014 by Grant_Booth

Hi Joe,I think the main difference is that in SFDC, you can set upuniversalrules that apply for every single lead coming in unless told specifically to assign to someone else.In Ma...
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Re: Ability to CC people on "Send Email" flow action

by Grant_Booth in Ideas 11-04-2014
Latest Post 11-04-2014 by Grant_Booth

I think this is a good idea, but my concern is that users would cc an email going out to 10k (or 100k) leads without considering the consequences, and then cause their company's em...
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Re: Marketo forms with split sync of fields - some to Sales Force, some not

by Grant_Booth in Product Discussions 10-29-2014
Latest Post 10-29-2014 by Grant_Booth

Right - and if the fields in question are synced to Account fields in SFDC, Marketo won't attempt to write to SFDC account fields.
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Re: Is it possible to send a series of emails in a thread?

by Grant_Booth in Product Discussions 10-29-2014
Latest Post 10-29-2014 by Grant_Booth

If you copy the email thread into the body of the email, that will work. But it would need to be a new asset each time. If you're responding to them via Outlook or Gmail, I recomm...
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