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: DOMO?  Is anyone using?

    Dory Viscogliosi​ is correct, we do use Domo! We are finally at the point where we are building out our executive and team dashboards so that we have full company-wide transparency into the data and can analyze how we're doing. It's a great tool and I believe we implemented it company-wide which is ...

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  • Re: Before You Pull the Trigger on Triggers

    I totally agree!

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  • Re: Before You Pull the Trigger on Triggers

    Thanks for the info! Question, though: if you set, say, the "Email is Delivered" trigger and choose a specific email, doesn't it only ACTUALLY trigger if the email listed is delivered? If not, it doesn't send people to the flow step and therefore doesn't change anything for the lead that doesn't qua...

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  • Re: Customize Field Behavior for Merges

    Thanks Greg!Then I stand by my idea

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  • Re: Customize Field Behavior for Merges

    We have some custom fields we created to track UTM content and advertising, as well as a few other custom lead lifecycle fields. I will take a look at how many fields I have, then see if I can set up a smart campaign.Our other work-around right now is that we exported the important data for the lead...

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  • Customize Field Behavior for Merges

    We are going through a database cleanup right now where we are merging duplicate leads. Our whole database isn't synced to SFDC, so first we are merging duplicates in SFDC, then we are merging duplicates in Marketo. Unfortunately, not all of our Marketo fields are synced to SFDC either which poses a...

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  • solved badge Re: Edit {{SP_Send_Alert_Info}} contents

    Hey Dory, do you mind giving an example of how you would use this as a snippet? I've only used snippets for our office locations at the bottom of emails/landing pages, but would love to hear more use cases!

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  • Re: Updated Lightbulb Icon for Deactivated Smart Campaigns

    Hey Justin Cooperman​ and Anna Zeman​, I just ran into a program in my instance where this would be super helpful. Any update on when we might see it? I know it's super small and there are much bigger projects your teams are working on, but thought i'd check anyway!

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  • solved badge Re: "Last Status" Constraint on SFDC Campaign Filter

    Kenny's solution actually worked here as I was looking for the member's SFDC Campaign status and could pull it through. I have upvoted the idea, though.

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  • Re: Looking for topics for upcoming KreweChats

    I know there are some threads on Community about this (see here, for example) but I wonder if it would be helpful to cover the types of reports that are most helpful for different teams. We all have different companies and objectives, which means that we are all probably looking at different metrics...

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    Blogs
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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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