Rachel_Egan

Level 7

Joined the community 08-06-2015

Level 7

San Francisco, CA

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Re: Engagement - Opens - Click to Open - Clicks

by Rachel_Egan 11-25-2015

This article might help as well; I found it helpful: https://docs.marketo.com/display/public/DOCS/Use+the+Email+Program+Dashboard

Discussions

2645 1 0
Re: Will "Lead Source" as a hidden field overwrite previous value?

by Rachel_Egan 11-23-2015

Got it - thanks for the help! I will look at these options and figure out what's the best way to handle so that it doesn't overwrite, AND doesn't de-synchronize with SFDC.

Discussions

2221 0 0
Will "Lead Source" as a hidden field overwrite previous value?

by Rachel_Egan 11-20-2015

I am adding "lead source" and "lead source detail" as hidden fields on a few of our key web forms (contact us, request a demo, etc.) but I'm a bit concerned about the field behavior.Will form fields ALWAYS overwrite existing field values? For example, if we have an existing lead that came through vi...

Discussions

2464 0 3

Integrations Lead Management
Re: Series of Event Invite Emails - how should wait steps work?

by Rachel_Egan 11-18-2015

I'm looking into this as well and the steps outlined above are EXTREMELY helpful, so thank you. I am also looking into the "see you tomorrow" issue, and will let you know if I come up with anything on my end.My question: is there any way to schedule an email an hour before the event? I have a token ...

Discussions

2753 2 0
Marketing Goal Reports

by Rachel_Egan 11-06-2015

Is there a way to set up a report to show my team how we are tracking on our goals? For example, if we want to get XX new leads every quarter, drive $XX in opportunities and increase our email click rates by XX%, is there a way I can set this up in RCE?

Discussions

1780 0 3
Re: Report of of link clicks on a landing page

by Rachel_Egan 11-02-2015

I would like to be able to do this too. I created an idea .

Discussions

3691 0 1
Re: Delete Drill-Down Report

by Rachel_Egan 11-02-2015

Thanks Grégoire Michel. Will do.

Discussions

2286 0 0
Delete Drill-Down Report

by Rachel_Egan 11-02-2015

I am trying to delete a report I created, however I am unable to do so and keep getting a system error that says "failed deleting a report with message: referenced by :" and then it lists all my drill-down reports.Where are those drill-down reports saved and how do I delete them so I can delete my r...

Discussions

2459 0 3
Bulk Delete Smart Campaigns

by Rachel_Egan 11-02-2015

I have a folder with a lot of Smart Campaigns (20+) that were one-time runs to normalize some legacy data we had. Now, I can't delete that folder because "the folder is not empty". Is there a way I can bulk-delete these Smart Campaigns and completely remove them from my Marketo, or do I need to go t...

Discussions

1961 0 2
Re: Importing list without emails

by Rachel_Egan 11-02-2015

We have this same issue. Basically, we want to have the people in our system so that we can attribute them to our Marketing efforts (with Acquisition Program, Lead Source and Lead Source Detail) but we aren't quite sure how to manage them until we have their email. I will look into Ringlead, but I'm...

Discussions

1862 0 0