Rachel_Egan

Rachel_Egan

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Date Last Visited
‎03-30-2023 10:22 AM
Level 7
Joined the community 08-06-2015
Rank Icon Level 7
San Francisco, CA
  • Re: What are your top 10 pages in Community?

    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...

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    Discussions
    1492 2 0
  • More Details When Merging Leads

    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...

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    Ideas
    1300 11 2
  • solved badge Re: Custom Interesting Moments

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

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    Discussions
    2275 0 0
  • solved badge Re: Custom Interesting Moments

    Yeah, I was looking into that. What kind of Interesting Moment type would I choose? It's my understanding based off of this article that there are only specific tokens that work for specific triggers/interesting moment types.I've never set up Interesting Moments before so I wasn't sure whether it wo...

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    Discussions
    2275 0 1
  • solved badge Custom Interesting Moments

    I've been searching around Community for some info about interesting moments and I found this thread which seems to be out of date and that doesn't have much love so I'm hoping someone can help me out.I'm trying to build an interesting moment for a few advertising programs we built out. To get into...

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    Discussions
    2776 0 4
  • Re: Interesting Moment for 'Program Status is Changed' Trigger

    This would be extremely beneficial for us as well. We have programs set up for advertising that are extremely complex and don't require people to fill out forms to get into the programs, but do collect UTM information. I'd love it if we were able to set up an "Added to Program" or "Program Status Ch...

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    Ideas
    1810 0 0
  • Re: Sending Alerts best practice

    Thanks for the link, Greg. I was actually just looking at that web page earlier today because I'm trying to update our alerts/interesting moments system.I will also take your "centralized approach" recommendation into consideration while evaluating our structure.

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    Discussions
    3596 0 4
  • Re: Sending Alerts best practice

    We don't send as many alerts as you do, so I'm not sure if this will be useful, but I'll send it anyway.We used to have one program for all alerts, but it became confusion to know what alert went with which program and when it was triggered. I just recently changed it and it's must easier to manage ...

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    Discussions
    3596 1 0
  • Re: Apply more than one tag value

    Yeah, this seems like basic "tag" functionality. The terminology that Marketo uses is pretty misleading as a "tag" suggests that you can add more than one. When you're setting up tags in admin, they ask if you want to create a new "tag type" and then the values under that "tag type" are called "tags...

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    Ideas
    2669 0 0
  • solved badge Re: Multiple Tags vs. Multiple Tag Values

    Yeah, this seems like basic "tag" functionality. The terminology that Marketo uses is pretty misleading as a "tag" suggests that you can add more than one. When you're setting up tags in admin, they ask if you want to create a new "tag type" and then the values under that "tag type" are called "tags...

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    Discussions
    5413 1 0
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Public Statistics
Date Registered ‎06-08-2015 04:04 PM
Date Last Visited ‎03-30-2023 10:22 AM
Total Messages Posted 259
Likes Received 179
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