Rachel_Egan

Level 7

Joined the community 08-06-2015

Level 7

San Francisco, CA

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Custom URL Preferences/Values

by Rachel_Egan 06-17-2016

Marketo has very well-thought-through naming conventions/recommendations when setting up your instance. This is great because it helps you stay organized right from the get-go. What's not so great is that the program and landing page naming conventions ("WP 2016-06 White Paper Name" and "LP-Download...

Ideas

2362 2 4
Redirect Landing Page from "Landing Page Actions"

by Rachel_Egan 06-16-2016

Whenever we have a webinar/event that's over, we always redirect the old registration page to our Events or Webinar Recordings page on the website. I've started to feel like the process for redirecting links/landing pages is a bit clunky. I would love if I could redirect landing pages on the program...

Ideas

1194 13 1
Re: How does "Random Sample" work?

by Rachel_Egan 06-16-2016

I agree with Chris Saporito. I wouldn't have the 2nd choice in there as it's redundant to choice 2.Another thing to think about is that if you're doing something more complicated with the logic (say putting 15% of people in one bucket, 25% in another bucket, etc.) the default choice would catch eve...

Discussions

5151 1 1
Re: Using Marketo to send Internal Newsletters - Pros & Cons?

by Rachel_Egan 06-14-2016

We use Marketo for our internal Marketing communication, but let other teams use MailChimp for theirs. Mostly that's because we don't want to spend all the time with them revising content, design, etc. It seems like more trouble than it's worth to get those emails out if they are just internal.The o...

Discussions

3751 0 0
Re: Lead Activity/Program Membership by Owner

by Rachel_Egan 06-14-2016

Josh, I totally agree that someone who attends a webinar isn't necessarily ready to speak with sales and we don't want to immediately flag people to Sales. For this use case, it's just people who are already owned by a seller in SFDC. If they haven't reached the MQL threshold or are in "Recycle" or ...

Discussions

1858 0 0
Re: Lead Activity/Program Membership by Owner

by Rachel_Egan 06-14-2016

Thanks Edward! I think this is the solution I'm leaning towards, although you're right in that it's not scalable. I might do it by regions so that I just have however many regions, then the report can go to either that lead, or the regional sales alias. Thanks again!

Discussions

1858 0 0
Lead Activity/Program Membership by Owner

by Rachel_Egan 06-10-2016

I've seen a few different threads on this, but none of them seem scalable to me, so I wanted to pose this question again to see if anybody has any insight.Right now, I know it's possible to send my sellers an alert when their client, say, attends a webinar. This, however, can lead to many many many ...

Discussions

1962 0 4

Lead Management Reports & Analytics Sales Insight
Re: What are your top 10 pages in Community?

by Rachel_Egan 06-02-2016

Nation Talks (This was very hard for me to find)Purple SelectIdeasDiscussionsUser GroupsRecently BookmarkedIt would be awesome if there was a way to have "recent content you might find interesting" based off of your recent searches/interactions (might be more difficult to set up than others, but dar...

Discussions

1511 2 0
More Details When Merging Leads

by Rachel_Egan 05-26-2016

It would be great if there was a bit more information to help me figure out which lead is which when merging leads. Telling me Lead 1, Lead 2 and Lead 3 doesn't really help determine which lead is which. I would like to determine a handful of fields to show when I go to merge leads so that I can hav...

Ideas

1306 11 2
Re: Custom Interesting Moments

by Rachel_Egan 05-25-2016

I also just read your comment on the idea I posted above. Will build and see what happens.

Discussions

2281 0 0