Caitlin_McCorm3

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Joined the community 02-06-2015

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Does anyone know how to create a report that shows total number of for...

by Caitlin_McCorm3 07-09-2015

Ideally I'd like the y axis to list all the forms and the x axis to display the total amount of form fill outs. Has anyone been able to do this?Any advice would be appreciated; thanks!

Discussions

2419 0 2

Lead Management Reports & Analytics
Re: Running into "Use Auto-Assignment Rules" in Activity Log. How can ...

by Caitlin_McCorm3 07-08-2015

Thanks Justin Norris. I do use 'Sync Lead to SFDC', but do not have any Auto Assignment rules in place. Where would I find those?I do use "Sync Lead to SFDC" in a flow step - I use it for "Filled out any form" and then assign it to one person. That activity looks like this: But then there is additi...

Discussions

1138 0 1
Running into "Use Auto-Assignment Rules" in Activity Log. How can I id...

by Caitlin_McCorm3 07-07-2015

I can't find it in SFDC, and it doesn't live in a smart campaign. Here's what I'm seeing in the activity log:Any help would be appreciated!

Discussions

1220 0 3
What data/form enhancement tools do other Marketo users use?

by Caitlin_McCorm3 06-24-2015

We want to gather more information about leads as they come in without using more form fields. So far we've looked into Zoominfo - which is super expensive, and Netprospex - which data seems unreliable. Does anyone recommend another third party form enhancement tool?

Discussions

1433 0 3

Integrations Partners
Re: Is there a way to edit the hyperlink color of the calendar token i...

by Caitlin_McCorm3 06-17-2015

Hi! I was able to change the color of the text as instructed above, but the underline is still there even after I added text-decoration = none. Any thoughts on how to eliminate the underline?

Discussions

4240 0 1
How can I ensure none of my company's employees enter any nurture stre...

by Caitlin_McCorm3 06-15-2015

I'd like to do this at a global level; not within each program. Thanks!

Discussions

1442 0 4
Re: Where do i add behavioral and demographic scoring?

by Caitlin_McCorm3 06-10-2015

Do you know if there is any documentation on how to do this on the SFDC side after a sync has occurred? I can't find it within the Salesforce community.

Discussions

3913 0 0
Re: Request Campaign -

by Caitlin_McCorm3 06-10-2015

Thanks for responding. I do need clarification: so you would only use this Request Campaign as a kind of notification or alert for sales, right?

Discussions

4945 0 3
Request Campaign -

by Caitlin_McCorm3 06-09-2015

Could someone please provide me with a description of what "Request Campaign" means? It is an SFDC term that I am not used to using in marketo. When would be an appropriate time to add Request Campaign to a flow step? Any help would be appreciated. Thanks!

Discussions

5982 0 7

Lead Management
Re: Where do i add behavioral and demographic scoring?

by Caitlin_McCorm3 06-09-2015

Dory - quick question. Once we've implemented behavior and demographic how do we ensure that the combination of those scores equals lead score? Do we do this in admin somewhere? Thanks!

Discussions

3913 0 0