Grant_Booth

Grant_Booth

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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
  • Re: Allow members - who previously did not qualify for an engagement p...

    We have the same issue. It would be awesome if we could add filters to each piece of content (rather than having to use programs in the stream at all), and people who don't qualify just jump to the next piece of content. I assume that - when deciding whether someone has already been sent a given pie...

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    Ideas
    3384 0 0
  • Re: Newsletter Program or Engagement Program?

    We have non-time-sensitive content in our engagement programs, just reschedule the casts to skip a week when our newsletter is supposed to go out. It's not as automated as I'd like it to be but it's worked well. I strongly advise against ever using an engagement program to send time-sensitive conten...

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    Discussions
    5094 1 4
  • Re: Program vs Smart Campagin

    You only want to AB test in the first send, right?I would do the AB test using the email program, and then create smart campaigns in the program to do the later sends.

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    Discussions
    2517 0 1
  • Re: Anyone have experience with FullCircle CRM?

    We deployed Full Circle CRM in August, very happy with it so far. It does take a lot of interdepartmental admin work to set it up - which is part of what I liked about it. In my opinion, anyone who claims to solve those kinds of problems with an out-of-the-box solution is misleading you or lying to ...

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    Discussions
    1891 0 0
  • Re: Email not appearing in Campaign Flow step Send Email Drop Down Lis...

    I don't suppose this email is part of an AB test in an email program? If it is, the email name changes to reflect that it's part of a test, and you'll want to type in the name of the program instead of the name of the email.

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    Discussions
    3645 1 0
  • Re: Email not appearing in Campaign Flow step Send Email Drop Down Lis...

    Are you positive the email is approved? Approve an Email - Marketo Docs - Product Documentation If yes, then you might try logging into Marketo using an incognito window. If it works in the incognito window, you probably need to clear your browser's cookies to fix the problem.

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    Discussions
    3645 0 4
  • Re: Token {{member.webinar url:default=edit me}}

    Two requirements for this:1. Like Ariel said, you have to send the email using a smart campaign to a real lead - and (if I remember correctly) the smart campaign has to be in the program. You can not test this using a sample email.2. I'm guessing you already know this, but to be certain: the test le...

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    Discussions
    2584 2 0
  • Re: Sync two email fields from one SFDC contact (Potential Issues)

    Hi Ryan,As far as I'm aware Marketo can only email the primary, standard Email Address field, which only syncs with the standard Email field in Salesforce. I don't believe it allows you to sync the Email Address field in Marketo to a custom Salesforce field, nor does it allow you to select a custom ...

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    Discussions
    2305 3 0
  • solved badge Re: One-way integration with SFDC

    Do you simply want to block certain records that are already in Salesforce from syncing down to Marketo?

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    Discussions
    2529 0 0
  • solved badge Re: One-way integration with SFDC

    Seems like a really bad idea without knowing your reasoning:1. You want to adjust your marketing practices based on where the lead/contact is in the pipeline (are they already in touch with Sales? Are they attached to an opportunity? Have they since become a customer?)2. Apart from causing a negativ...

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    Discussions
    2529 1 0
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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