Rachel_Egan

Level 7

Joined the community 08-06-2015

Level 7

San Francisco, CA

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Re: Scheduling Events

by Rachel_Egan 01-04-2016

Hi Cheryl, has this change been updated? I see that I can still schedule my event from the program panel, but I don't see how I can do it from the calendar. Any update would be helpful. Thanks!

Discussions

3467 1 0
Re: Forms + Tracking Cookies

by Rachel_Egan 01-04-2016

Thanks Kenny. I will send this code along to my developer.

Discussions

1965 0 0
Forms + Tracking Cookies

by Rachel_Egan 01-04-2016

We host invite-only events relatively often and are trying to figure out the best way to handle the RSVPs. Occasionally we register for our clients instead of them doing it themselves, however this creates a problem with tracking their activity after we register for them. Basically, if I register fo...

Discussions

2158 0 3
Re: Hi Wistia & Marketo users! How are you using the integration?

by Rachel_Egan 12-17-2015

We are using Wistia and Marketo, namely to host our webinar recordings and track people who watch the webinar on-demand. We have forms on our videos and are trying to track people watching the webinar online. At least that's what we would like to do.Thus far, I can only see if the lead is created in...

Discussions

5815 2 1
Saving Filters and Parameters in RCE

by Rachel_Egan 12-15-2015

I am trying to pull a variety of reports for specific programs. There are a lot of programs that I need to select, so it's difficult to do so when I have to do it manually. I'm wondering if there is a way to save a filter and access it in other reports.I thought that this was what the "Parameter Nam...

Discussions

1972 0 3

Reports & Analytics
Re: Program Status: Difference Between Influenced and Engaged

by Rachel_Egan 12-11-2015

Thanks Guy! I am going to talk through this with my team and will definitely be in touch with questions.

Discussions

3694 0 1
Program Status: Difference Between Influenced and Engaged

by Rachel_Egan 12-09-2015

This question is two-fold. First, I am going through and refining our program channels, but I'm a little stuck trying to figure out the definitions of the standard values. What is the difference between "engaged" and "influenced"? They sound like they could represent the same thing...Second, what ar...

Discussions

4087 1 3
Re: How often are SFDC campaigns updated in Marketo?

by Rachel_Egan 12-04-2015

Thanks Jamie. Is that for both directions of communication, or is that just for Marketo sending data to SFDC?

Discussions

3199 0 1
How often are SFDC campaigns updated in Marketo?

by Rachel_Egan 12-03-2015

We are creating an event invite list based on members of an SFDC campaign. Whenever somebody on the Sales team adds someone to the campaign, we are using the "Added to SFDC Campaign" trigger to send the invite and change the person's program status. My question is: how fast does this happen? Is it i...

Discussions

3436 0 6

Partners
Re: Anonymous Leads?

by Rachel_Egan 12-03-2015

I'm wondering this same thing. I found this thread that was helpful: Deleting anonymous leads It also mentioned that Marketo doesn't charge for anonymous leads and that Marketo automatically deletes anonymous leads older than 90 days. With this information, I think our policy is going to be to let t...

Discussions

2386 1 0