Rachel_Egan

Rachel_Egan

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Date Last Visited
‎03-30-2023 10:22 AM
Level 7
Joined the community 08-06-2015
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San Francisco, CA
  • Re: #KreweChats Week 3: Lead Scoring and MSI

    That's an interesting question, Sam Watkinson​. I hadn't really thought about putting the scoring tokens at a higher level. All of our scoring happens within our scoring programs (one for behavioral, one for demographic), so we have the tokens on the program level.I'd recommend only changing scoring...

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  • Re: How to Control Order of Operations in Marketo

    You make a good point here, Justin. We are about a year into our first Marketo instance that we built from scratch, and we are constantly going back and forth about things to fix. We've learned a lot in the past year and have heard our fair share of "Marketo doesn't work." I'm with you on the contro...

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    4740 1 0
  • Re: How to Control Order of Operations in Marketo

    I learned this as well when I was building our new Request a Demo fast-track system. We found something that worked for us (although our inbound requests are still at a manageable number), but I do like the idea about the list of people "waiting for owners".

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  • #KreweChats Week 3: Lead Scoring and MSI

    Hi All, and welcome to the third episode of #KreweChats! Last Friday, Dory Viscogliosi, Sydney Mulligan​, Joe Reitz​ (kinda)​​ and I​ chatted about the basics of lead scoring, implementing and maintaining Marketo Sales Insight (MSI) and touched briefly on alerts before realizing that should probably...

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    4474 9 8
  • Re: Krewe Chats Week 2: Data Management

    This was great you guys! I might go back and re-watch as reference as we revise our double opt-in system. It was really helpful to hear how you guys use the bounce reporting as well.A couple things I wanted to add/ask:How does deleting leads affect ROI/reporting capabilities? Just because you're not...

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    3984 4 0
  • Re: A Marketo field for every occasion

    We did this a couple months ago and have three fields for each field type. For example: Field Capture Boolean 1, Field Capture Boolean 2, Field Capture Boolean 3, Text Capture 1, Text Capture 2, Text Capture 3, etc. We then reset the field after an event is over (we don't always ask the same questio...

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  • Re: Checklist for Attribution Reporting

    I would like to know this answer as well

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  • Re: Checklist for Attribution Reporting

    I have a question for you, Brian. When I'm setting up my Smart Campaigns to record attribution, does it make sense to have them on the individual program level, or does it make sense to have a master Smart Campaign for each channel? Right now I have a smart campaign "00-Attribution" on each individu...

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  • Re: The Unintended Consequences of Duplicates in Marketo

    Thanks for the post, John Mattos​. Do you have any recommendations about how to handle those duplicate leads from SFDC?For example, I was doing some digging today and what I think is happening to us is that when a lead record in SFDC is converted to a contact record in SFDC, it's also creating a sec...

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Public Statistics
Date Registered ‎06-08-2015 04:04 PM
Date Last Visited ‎03-30-2023 10:22 AM
Total Messages Posted 259
Likes Received 179
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