Kim_Allen

Kim_Allen

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Date Last Visited
‎01-28-2020 02:06 AM
Level 10
Joined the community 30-01-2015
Rank Icon Level 10
Jacksonville, FL
  • Re: Progressive profile based on stage

    Thanks you two!Our forms are on non-MKTO landing pages; I think Justin that your solution works best. Right now we do have forms across all content (gated or non-gated forms depending) but we may consider creating unique forms for this purpose. We do have our nurtures set up by stage so that would w...

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  • Progressive profile based on stage

    Happy Friday!Here's the case - some ppl are thinking we need more information from our leads before passing them to sales. So they ideally would like for leads that are close to hitting our 100 threshold to get these questions and answer so we have that additional qualification data. However, they d...

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  • solved badge Re: Is it possible to send an email out to the Leads "Alternate Email"...

    I'm curious what the reasoning is? We don't keep alternate email addresses but have done some campaigning where we get an "alternate email" and then replace the original email address with the new value. Just curious what your goal is 🙂Kim

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  • Re: Report for Email Frequency per Lead

    Hey Nina,What I've done before is created smart lists for different level of sends. So as an example - green smart list may have the filter "was sent email up to 2 times in past week", yellow may be 3-4, red would be 5+. It would depend on your send volume but then you could see the groups on a high...

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  • solved badge Re: Lead Source in Salesforce from Marketo

    Hi,In your admin section in MKTO, there is field management - this is where you should go to see how this field "lead source" is currently set up. Typically you want to block updates from this field so that it doesn't get overwritten and you have the original source where this lead came from.Do you ...

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  • Re: Marketo Support

    Did you do this? https://community.marketo.com/MarketoResource?id=kA650000000GwLCCA0Correct subject line? I think that routes the requests appropriately.

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  • solved badge Re: Trying to auto-populate two lead source fields when form is filled...

    You are right in that you can always pull this info in using smart lists. However, if you are using a program for this particular effort you should have program statuses (ie with email programs that would be opens, clicks/ with content it's usually visits, downloads, etc). If this is the case, you c...

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  • solved badge Re: Creating an Internal User Guide

    Hi Jacob,I did this for my previous company. I unfortunately don't have an example for you but I can tell you it was very helpful to them when I left the comapny. It's also a great tool just for reference. I had it indexed well so that some sections could be used for our inside sales team to referen...

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  • solved badge Re: Trying to auto-populate two lead source fields when form is filled...

    I would def break it down to two different flows - the way you originally had it, it goes in order so if that person qualifies for the first one, they wouldn't get to the second step.When you separated them out, did you use a different test lead to run through? Is the campaign set to have leads run ...

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  • Re: Empty smart campaigns - are you experiencing this bug?

    I haven't seen this yet. Let us know what you hear back from support!Thanks.

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Public Statistics
Date Registered ‎01-30-2015 04:30 PM
Date Last Visited ‎01-28-2020 02:06 AM
Total Messages Posted 517
Likes Received 265
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