Rachel_Egan

Level 7

Joined the community 08-06-2015

Level 7

San Francisco, CA

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Smart List Used By Custom Column in Report

by Rachel_Egan 04-15-2016

I created a smart list that is now used as a custom column in a Lead Source report, however when I go to the list, it doesn't show that it is "used by" anything. This has caused a few lists to be inadvertently deleted which then leads to inaccuracies in the reports I'm pulling.It would be great if "...

Ideas

1181 7 1
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

3220 0 4
Re: Send emails based on local times

by Rachel_Egan 03-29-2016

Thanks so much! This will be super helpful for us.

Ideas

5428 0 1
Re: Reduce Number of Emails Shown in Flow Drop-Down

by Rachel_Egan 03-28-2016

I had a similar thought. It would be simple, easy to navigate, and hopefully not too complicated to build.

Ideas

2358 0 0
Re: Send emails based on local times

by Rachel_Egan 03-25-2016

Hey Andy, This is an awesome solution! Do you mind sharing the smart list logic for your GMT segmentation? Do you have a "Timezone" field? Did you use tables from something like Data.com or another website? My team loves this idea and we'd love to get it implemented ASAP. Any help/insight you can gi...

Ideas

4075 0 1
Re: Send emails based on local times

by Rachel_Egan 03-25-2016

Ryan Baker Eric Calderon this might be helpful for us. I might try it with our launch next week.

Ideas

4075 1 0
Updated Lightbulb Icon for Deactivated Smart Campaigns

by Rachel_Egan 03-25-2016

This is a minor request, but it would be great if there was an additional icon for Smart Campaigns that were deactivated after running for a while. We have icons for scheduled campaigns, requested campaigns, activated campaigns, etc. but I would love to see something small that tells me "this campai...

Ideas

2011 8 5
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

2691 0 1
Re: SFDC Campaigns Sync - Benefits and Pitfalls

by Rachel_Egan 03-23-2016

I'm also wondering: if I change the SFDC Campaign name in SFDC, will it break anything in Marketo? Will it still maintain the same link regardless of SDFC Campaign name?I'm assuming the link is based on the SFDC Campaign ID and not the name, but I just want to make sure before I do it.

Discussions

2691 1 4
Re: Reduce Number of Emails Shown in Flow Drop-Down

by Rachel_Egan 03-10-2016

Definitely! I completely agree. This is an issue that spans everything (especially landing pages and emails).

Ideas

2358 0 0