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The reason for this is that we use Ringlead to import data, to de-duplicate existing contacts, direct to campaigns. We find it a better de-duplication tool than just uploading direct to Marketo.All our campaigns are synced to Marketo programs, but Acquisition Date and Program are not updated when t...
I have had a look and I can't see it, neither can I see it in Field Management as it's not an Opportunity field, but related to the Opportunity. Am I missing something here?
Is this possible? i.e. when an opportunity reaches a certain stage e.g. proposal, and a checkbox (on the opportunity) has been set to true, e.g. send email x, an email is sent to the contact which has a defined contact role on the opportunity e.g. decision maker.My use case is in SFDC.My work aroun...
I have a use case where a specific user needs to send an Outlook email based on a trigger on a field in Salesforce. i.e. when a certain condition is met, an email is sent from that specific person to the lead/contact.I've seen the Marketo Outlook plug in, but that looks more like writing and sendin...
Is it possible to block certain email suffixes from completing forms (with a message to advise why) e.g. @gmail.com, @outlook.com, @competitor-domain.com?Would it involve some form of custom script/html/code?I assume we could not send information to these email addresses by adding them to a black li...
I have set up an interesting moment for when a web visitor views one of our case studies. Our case studies are pdf documents hosted via MKTO. I can't use a Visits Web Page trigger as I can't see the pages in the drop down list that hold the pdf, presumably these don't have Munchkin code.So the mom...
I understand that MKTO uses the SFDC "Amount" field for revenue. I also understand that RCE is a day behind SFDC, so is not always up to date. What I don't understand is why for a fixed period in the past, why the Amount MKTO reports is different from SFDC.An example:I run a report in SFDC on Oppo...
I'm starting to use RCE and am struggling to understand the terminology of some of the fields - mainly because of the overlap in langauge with SFDC which I use a lot more. Is there a data dictionary anywhere? e.g."Number of Leads (Converted to Opportunity)". WIth my SFDC head on I read conversion...
thanks for the pointer on the URL parameters. will investigate. However, will I need different pages for American English/English, or could I use segmentation based on onferred IP/source (e.g. google .com vs google.co.uk). Not used the segmentation features yet so not sure.
We use Hoopla, they've just deployed an HTML version which works a dream (used to run on Adobe Air, very intensive and needed constant updating). Fairly easy to set up, bu you do need to put a bit of effort in. Very good value though and achieves a lot. Well worth a demo. We integrate it into Sa...