Rachel_Egan

Level 7

Joined the community 08-06-2015

Level 7

San Francisco, CA

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Re: Report By Program Channel

by Rachel_Egan 10-28-2015

I have RCE and we are looking at doing a similar thing. I am looking to set up a report that has weekly lead count by channel. Where can I find the "channel" filter in RCE/analytics?

Discussions

3845 0 4
Re: Is it possible to subscribe to a smart list and send it on a weekl...

by Rachel_Egan 10-28-2015

Hi Cécile Maindron, I believe that Marketo released this with their most recent platform updates. You can see the information here: Subscribe to a Smart List

Discussions

1757 2 1
Re: How do you move a RCE report into a different folder?

by Rachel_Egan 10-28-2015

Elliott Lowe, I believe you can cut reports from one folder and move to another.On the right hand panel, you can either cut or copy a report, then navigate to the folder you want to move it to, and click "paste". Here are a couple screen shots:

Discussions

2629 0 0
Insert Field After Progressive Profiling

by Rachel_Egan 10-27-2015

We have a form that has progressive profiling, but we also have an additional field we want to include AFTER that progressive profiling box.See below for an image.Company Name and Job Title are part of our progressive programming questions (total of 5 or 7 questions with 2 showing at a time)We would...

Discussions

3103 0 8
Re: Change Lead Source

by Rachel_Egan 10-23-2015

Update: just looked and it seems as though I had the field blocked from updates except from SFDC.Thanks for the help!

Discussions

3019 0 0
Re: Change Lead Source

by Rachel_Egan 10-23-2015

Thanks Josh Hill and Conor Fitzpatrick. I will try your recommendations and update this thread when I figure out what was wrong.

Discussions

3019 0 0
Change Lead Source

by Rachel_Egan 10-22-2015

We have a bunch of legacy Lead Source values that I'm trying to change over to our standard values, however when I run a "change data value" campaign, it doesn't make the change. Is there a special way I need to run this data value change? Here are the details of the smart campaign:Smart List: Lead ...

Discussions

3287 0 4
Re: Colors, Images and Event Capacity

by Rachel_Egan 10-21-2015

Custom colors would be AMAZING. We could upload our color palette instead of copying and pasting the HEX code every time we want to use a color.

Ideas

2973 1 0
Re: Programs Not Showing Up in Analytics or RCE

by Rachel_Egan 10-21-2015

Thanks Mike! Yes, my data is coming through now... it just took an extra day to get all my programs through. I was looking at Program reports. I'm new to Marketo, so I'm just learning RCE, but i wanted to get a jump-start before my next training session with our consultant.

Discussions

1927 0 0
Programs Not Showing Up in Analytics or RCE

by Rachel_Egan 10-20-2015

Yesterday, I saw this article about Overriding Analytics Behavior on the program-level in order to get reporting for your programs. We are just starting out and NONE of our programs have program costs, so I went through and made the "Analytics Behavior" on all programs "Inclusive". I thought that, t...

Discussions

2028 0 2