Kim_Allen

Hi Karina,Businesses do this different ways - some use a global scoring program across the instance and all leads, while others may have use cases for more specific/individualized lead scoring by country, etc. If possible, it would definitely be easier to build and maintain as one global program but...

Exactly! To echo some of the points above, I wouldn't be too concerned about this impacting the deliverabilty. I also would be sure to think through what email address you are using bc people usually forget to think about autoresponses.

Hi Paul,I agree that this would be a good use for segmentations and would allow you for more consistency and a quicker pull of lists across users. It also gives you more flexibility in report and even dynamic content (one email to show different content to customers vs non-customers. This is also a ...

Hi Irene,I absolutely agree with Dory's recommendation. I do want to add in though that depending on the size of the list you're expecting and what other flows are running 'behind the scenes' in your instance, you may want to move the time up some. At times Marketo can take time to process lists bef...

Hi Michelle,I'd be interested in your opinion here as well if you've been! I've been to Summit the past 5 years and even though sessions are great (love Champion and Product Love sessions), I usually get the most out of just meeting people. Talking with others about how they use Marketo in ways I ma...

Hi Erin,You will always have a 'default' segment in every segmentation you make -- it's the catch all for leads that didn't qualify for the other segments proceeding it. That being said, if you are emailing only ppl that fit into the defined segments you shouldn't need the default dynamic content ad...

Hi Adele,The first thing I'd do is try to find similarities in these "trouble" leads. Look at their activity logs - look for anything that may straight out mention failure to sync xyz, to sync time (maybe it was a particular date and time), to fields that SFDC requires that these leads may be missin...

Stephen,Unfortunately testing results are a beast to keep up with. I always found a spreadsheet worked best for me as well.I'd usually pick a variable to focus on for a while (qtr or so at a time) and really get a good sample size and testing in and compile in one tab per variable. This way I could ...

Hi Chantelle,This would depend on what fields you are using to capture the information. If you happen to have a birthday month field (maybe if this information is really important to your company) then you could pull the smart list just as you say, with the one filter. BUT most likely I'm guessing y...

Hi Dea,As mentioned above, you definitely can create a smart list to pull the list of names.Something to consider though, if the Resources page is going to need to be continually tracked and you all are really using it as a place to gain names (form fill) and clicks, you may want to set it up as a p...