Rachel_Egan

Level 7

Joined the community 08-06-2015

Level 7

San Francisco, CA

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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

4041 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

3149 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

3386 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

2341 1 0
Re: The Unintended Consequences of Duplicates in Marketo

by Rachel_Egan 12-02-2015

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...

Blogs

5987 1 0
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

2702 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

2258 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

2501 0 3

Integrations Lead Management
Re: See Tokens used by

by Rachel_Egan 11-19-2015

Thanks! I think we have opened a ticket in the past, but I thought that maybe there was a solution I hadn't seen. I will open it now

Ideas

6053 0 0
Re: See Tokens used by

by Rachel_Egan 11-18-2015

We have this exact same problem. We've checked our landing pages, emails, etc. to make sure we aren't using the token anywhere and we have no idea where it lives!

Ideas

5642 1 1