Rachel_Egan

Level 7

Joined the community 08-06-2015

Level 7

San Francisco, CA

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Re: Sending Alerts best practice

by Rachel_Egan 05-24-2016

We don't send as many alerts as you do, so I'm not sure if this will be useful, but I'll send it anyway.We used to have one program for all alerts, but it became confusion to know what alert went with which program and when it was triggered. I just recently changed it and it's must easier to manage ...

Discussions

3962 1 0
Re: Multiple Tags vs. Multiple Tag Values

by Rachel_Egan 05-20-2016

Yeah, this seems like basic "tag" functionality. The terminology that Marketo uses is pretty misleading as a "tag" suggests that you can add more than one. When you're setting up tags in admin, they ask if you want to create a new "tag type" and then the values under that "tag type" are called "tags...

Discussions

5778 1 0
Re: Where do leads captured via Wistia video go in Marketo?

by Rachel_Egan 05-20-2016

Got it, thanks!

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3319 0 0
Re: Where do leads captured via Wistia video go in Marketo?

by Rachel_Egan 05-19-2016

Hey Sanford Whiteman, I'm just revisiting this. How would you build the "recent source" field and populate it if the lead source field is blocked? Meaning, how would I direct the "wistia" source to that field?

Discussions

3319 0 2
Re: Auto Assignment Rules

by Rachel_Egan 05-17-2016

This is exactly what I was looking for! Thanks so much, Justin.

Discussions

2044 0 0
Date Field as Token

by Rachel_Egan 04-25-2016

I have a smart list that I'm setting up and I'm trying to compare dates to say something along the lines of "SFDC Created date is before Marketo Created Date". Is there a way to do this by using tokens, or can tokens not be used in a date field of a smart list?I've tried to find some answers in the ...

Discussions

2455 0 5
Re: Modification Log for Smart Campaigns

by Rachel_Egan 04-20-2016

Thanks Jamie!

Discussions

1487 0 0
Modification Log for Smart Campaigns

by Rachel_Egan 04-20-2016

I'm trying to figure out how our Smart Campaigns have been changed over the past few weeks. I found some errors, so I'm wondering if there's a way I can see a log of who changed what and when.

Discussions

1520 0 2
Re: Where do leads captured via Wistia video go in Marketo?

by Rachel_Egan 04-13-2016

Hey Tim - is there a way to do this without depending on lead source? I'm thinking specifically for people who are already in the database, we don't want their lead source to change if they then fill out a form on Wistia and come in that way.

Discussions

3319 0 4
Re: SFDC Campaigns Sync - Benefits and Pitfalls

by Rachel_Egan 03-24-2016

Thanks Greg! Didn't want to try it and have it break on me I appreciate the insight!

Discussions

2842 0 1