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: SFDC Campaigns Sync - Benefits and Pitfalls

    Got it. I will have to look into this deeper, however this is super helpful! Thanks so much.

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  • Re: SFDC Campaigns Sync - Benefits and Pitfalls

    Yeah, that's one of the main things i'm concerned about. For the Opportunity reporting, is it possible to block the "primary campaign source" from filling out for people who are at a certain member status? For example, if we send the invite, they are marked as "invited" in their member status. Then,...

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  • Re: SFDC Campaigns Sync - Benefits and Pitfalls

    That makes sense. The solution for us might be to only use the full capabilities of Campaign Sync if most of the people are ready to be synced with SFDC. Otherwise, we can set up Smart Campaign flow steps in Marketo to only sync over the people who are already in SFDC.I guess the other way to think ...

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    4180 0 0
  • SFDC Campaigns Sync - Benefits and Pitfalls

    Our Marketo instance is synced with SFDC and I am developing our events strategy. This includes syncing our Marketo programs with SFDC campaigns. I have everything connected, but I have not set up a SFDC Campaign Sync with a program because I'm nervous that I will see un-anticipated consequences. Up...

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    5513 4 24
  • solved badge Re: Scheduling Events

    Hi Cheryl, has this change been updated? I see that I can still schedule my event from the program panel, but I don't see how I can do it from the calendar. Any update would be helpful. Thanks!

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    3038 1 0
  • solved badge Re: Forms + Tracking Cookies

    Thanks Kenny. I will send this code along to my developer.

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  • solved badge Forms + Tracking Cookies

    We host invite-only events relatively often and are trying to figure out the best way to handle the RSVPs. Occasionally we register for our clients instead of them doing it themselves, however this creates a problem with tracking their activity after we register for them. Basically, if I register fo...

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  • Re: Hi Wistia & Marketo users! How are you using the integration?

    We are using Wistia and Marketo, namely to host our webinar recordings and track people who watch the webinar on-demand. We have forms on our videos and are trying to track people watching the webinar online. At least that's what we would like to do.Thus far, I can only see if the lead is created in...

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    5038 2 1
  • Saving Filters and Parameters in RCE

    I am trying to pull a variety of reports for specific programs. There are a lot of programs that I need to select, so it's difficult to do so when I have to do it manually. I'm wondering if there is a way to save a filter and access it in other reports.I thought that this was what the "Parameter Nam...

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    1717 0 3
  • Re: Program Status: Difference Between Influenced and Engaged

    Thanks Guy! I am going to talk through this with my team and will definitely be in touch with questions.

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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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