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
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San Francisco, CA
  • Program Status: Difference Between Influenced and Engaged

    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...

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    Discussions
    3762 1 3
  • solved badge Re: How often are SFDC campaigns updated in Marketo?

    Thanks Jamie. Is that for both directions of communication, or is that just for Marketo sending data to SFDC?

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    2880 0 1
  • solved badge How often are SFDC campaigns updated in Marketo?

    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...

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    Discussions
    3117 0 6
  • solved badge Re: Anonymous Leads?

    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...

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    Discussions
    2135 1 0
  • Re: The Unintended Consequences of Duplicates in Marketo

    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...

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    Blogs
    5582 1 0
  • Re: Engagement - Opens - Click to Open - Clicks

    This article might help as well; I found it helpful: https://docs.marketo.com/display/public/DOCS/Use+the+Email+Program+Dashboard

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    Discussions
    2492 1 0
  • solved badge Re: Will "Lead Source" as a hidden field overwrite previous value?

    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.

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  • solved badge Will "Lead Source" as a hidden field overwrite previous value?

    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...

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  • Re: See Tokens used by

    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

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    Ideas
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  • Re: See Tokens used by

    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!

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    Ideas
    5154 1 1
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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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