Andy_Caron3

Andy_Caron3

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Date Last Visited
‎09-30-2023 04:55 PM
Level 4 - Champion Alumni
Joined the community 14-03-2016
Rank Icon Level 4 - Champion Alumni
VP of Consulting
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  • Re: Sending multiple emails to the same person in a campaign, with dif...

    Hi Anthony,Couple things here:An alert will go every time the campaign is triggered (I once had a user learn this the hard way when they set up an Alert off of a Batch campaign, and got over 1k Alerts that the email had been sent, one for each record). The only time you need to worry about dupes in ...

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  • solved badge Re: Recommendation Needed for Customer Data

    You can find me on Linkedin. Andy Caron w/ Telnyx: https://www.linkedin.com/in/andy-caron-bb507319 Connect with me there and we can find some time this week or early next week

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  • solved badge Re: Recommendation Needed for Customer Data

    Hi Michelle,Happy to chat with you if a quick call would be helpful. Probably an easier way to address your questions. I've used three different automation platforms and several ESPs over the last 10 years.Cheers!Andy

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  • solved badge Re: Recommendation Needed for Customer Data

    Hi Michelle,Am I correct in assuming that you are looking at both automation platforms as well as more basic email platforms, Marketo being one of them, and that you're trying to make a decision about which one to pick?Having gone through this process several years ago, this is what I can tell you. ...

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    3390 4 4
  • Re: Switching from Microsoft Dynamics to Salesforce

    Hi Emma,I have been an Admin for Marketo instances with both CRMs. Can you give me a little bit more detail about some of the types of customization you did?Without the full use case, this is what I can tell you:Personally I've found the integration with Dynamics to be much more labor intensive and ...

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  • Re: Is there a way to pull in the email sent date or SL into the Marke...

    Hi Felicia,I would start by asking what you're looking to do with that information?Couple thoughts here without the actual use case:1) Are you also using SFDC? Automating completed activities for "email sent / delivered" for the lead/contact is fairly easy to do as a part of your other workflows in ...

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  • Re: Can we set Field Visibility based on Roles?

    Hi Josh,I understand all that, and our scoring IS centralized, and we've told teams NEVER to modify lead scores in programs, and we also have a sales fast track central flow, but the visibility of those fields is what doesn't work for us. I'm not actually looking to hide the feature for Change Score...

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  • Can we set Field Visibility based on Roles?

    My group of internal users (60+) are starting to get up to speed and they're discovering the change score flow step. We use this with our end users for some advanced programs like surveys. However, now that they have seen the change score flow step, they're asking about changing the lead score in pr...

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Public Statistics
Date Registered ‎03-14-2016 09:44 AM
Date Last Visited ‎09-30-2023 04:55 PM
Total Messages Posted 51
Likes Received 46