Jeremy_Foote

Jeremy_Foote

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Date Last Visited
‎06-25-2021 09:23 AM
Level 2
Joined the community 26-08-2015
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Durango, CO
  • Un-Disqualifying a Dynamics Synced Lead

    We’re trying to determine behavior of a Marketo lead synced to Dynamics after its Disqualified. We know we can’t un-disqualify a Marketo synced lead with Marketo. We know we can continue to market to disqualified leads without issue in Marketo.What we’re trying to figure out is how we can trigger an...

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  • Re: Flow Step: Sync Lead to Microsoft - Account Ownership questions

    Thanks for the input Greg, I dont think I made myself clear though.All our Marketo leads come over from Dynamics as contacts, the vast majority of these are preexisting CRM contacts that have the Account Owner set to one of our CRM users / sales people. These leads are then marketed to in Marketo, o...

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  • Flow Step: Sync Lead to Microsoft - Account Ownership questions

    When we add the flow step of "Sync Lead to Microsoft" in an operational campaign for event attendees, the default choice is Assign to: User list from CRMHowever, since many of our leads have preexisting Account Owners, how do we skip reassigning the Account Owner unless the value is blank.Thanks,Jer...

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  • solved badge Re: Nurture stream triggered by form completion

    Greg, That's the same conclusion I came to as well. thanks!JFoote

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  • solved badge Nurture stream triggered by form completion

    Hi!We have 3 mails we'd like to send a week apart after a lead completes a form, should I run this through a default trigger campaign or through a nurture campaign?Process:Lead 1 completes form May 1, First mail May 8th, Second mail May 15th, Third mail May 22nd.Lead 2 completes form May 3, First ma...

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  • solved badge Deleting Dynamics CRM Synced Leads

    We currently have a number of leads synced over from Dynamics CRM that have been verified as having BAD EMAIL addresses in CRM.I understand the process for running an operational cleanup campaign for these leads within Marketo.However, should I also set the Sync to Marketo field as FALSE so that the...

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  • solved badge Re: Approving multiple email assets

    Thanks Frank!

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  • solved badge Approving multiple email assets

    We made some minor updates to a snippet used by all of our emails. I'd like to be able to select and approve multiple emails in our Active Marketing Programs. Anyway to bulk approve emails?Thanks.

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  • solved badge Re: Marketo to Dynamics CRM Lead entity

    Dan,Thanks for your insight, it was really invaluable. Your solution looks really ingenious. Your reply kicked off a whole raft of discussions about how we managed the lead entity on the CRM side of our organization. Not exactly sure how we're going to handle it quite yet.Thanks again.

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  • solved badge Re: Updating Event Member Status

    John,Perfect! I was stopping at step 2 of the list import, thinking I needed to align the fields.You're the man,Thanks!Jeremy

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Public Statistics
Date Registered ‎08-26-2015 08:21 AM
Date Last Visited ‎06-25-2021 09:23 AM
Total Messages Posted 23
Likes Received 3