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
  • solved badge Re: what is the "source" constraint supposed to contain in a "Data Val...

    I'm having this same issue as well. No idea how to fill that out...

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  • solved badge Re: Sales Insight Emails - Operational?

    Awesome - thanks Conor! Maybe I will create an idea

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    3265 0 0
  • solved badge Re: Sales Insight Emails - Operational?

    Nope. I want to send it as a one-off to the seller who sent the email, but they don't always own the contact in SFDC. At this point, I'm just going to send the alert to the SFDC owner and hope they are communicating with their team

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    3265 0 3
  • RCE/Analytics: Filter Program Cost by "Is Empty"

    It would be great to have that filter added into the selection and allow me to filter by Program Cost Is Empty within RCE. As another option, we could have the "Program Cost Is Empty" option in the program performance report in Analytics.Back story: I'm trying to gather a list of all my programs and...

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    Ideas
    1582 8 2
  • solved badge Re: Sales Insight Emails - Operational?

    Thanks for the reminder, Dan! I generally only use triggered alerts, so it's good to have a refresher on that point when setting up new campaigns. This kind of alert would be triggered, however I'm not sure the "to other emails" field is the solution I'm looking for. Will keep digging.

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  • solved badge Re: Sales Insight Emails - Operational?

    Awesome, that makes sense (I'd used the "send to other emails" field, but never thought of created a token for email addresses like that, but I will use that everywhere now!)If I don't know who's sending the email, though, I have no way of sending the alert to that person specifically.. I need to kn...

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    3265 0 7
  • solved badge Re: Sales Insight Emails - Operational?

    Hey Conor, do you know if there's a way to send the alert to the person attempting to email the lead/contact even if they are not the SFDC owner? For example, we have people who own leads in SFDC, but someone else on their team might need to send the MSI email instead for any number of reasons. I kn...

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    Discussions
    5285 0 9
  • #KreweChats Week 3: Lead Scoring and MSI

    Hi All, and welcome to the third episode of #KreweChats! Last Friday, Dory Viscogliosi, Sydney Mulligan​, Joe Reitz​ (kinda)​​ and I​ chatted about the basics of lead scoring, implementing and maintaining Marketo Sales Insight (MSI) and touched briefly on alerts before realizing that should probably...

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    Blogs
    4443 9 8
  • solved badge Re: "Last Status" Constraint on SFDC Campaign Filter

    Ah, thanks Kenny. I blame my stupid question on Friday afternoon.

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    Discussions
    2191 1 0
  • solved badge "Last Status" Constraint on SFDC Campaign Filter

    I'm creating a triggered Smart Campaign and one of my filters is "Member of SFDC Campaign." I'm trying to filter out people with a specific member status within the campaign (in this case, anybody who is "undeliverable" or "unsubscribed"). Unfortunately there is not a constraint for "Campaign Member...

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    Discussions
    2247 0 4
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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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