John_Clark1

John_Clark1

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Date Last Visited
‎04-01-2021 02:20 PM
Level 10
Joined the community 02-01-2013
Rank Icon Level 10
Portland, Or
  • solved badge Re: Do you have an empty calendar?

    Thank you, Gregoire. I'll work with him to help get this resolved for you.John

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  • solved badge Re: Do you have an empty calendar?

    Hi Greg,There was an issue with the calendar where user's licenses were pointing to the wrong instance. I had thought we resolved that though.Are you able to see the calendar at all, or it's always blank for the same user?If you want to open a new case and include the details for the user and insta...

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    4414 1 3
  • solved badge Re: Deleting Dynamics CRM Synced Leads

    Hi Jeremy,If you don't think there's a chance these leads will be updated with the correct email, then yes, I would suggest preventing them from syncing. This will help keep your database clean, and keep that lead from throwing off any campaign or email tracking/stats. You can always let it sync d...

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    1338 1 0
  • solved badge Re: What is the best way to send notifications to your sales team in r...

    Hi Jamie,Sales Insight is a good tool, as Kristen suggested. You could also set up a trigger campaign to send emails directly to your salespeople as soon as a lead takes a specific action you're trying to track. The Send Alert flow step would ever allow you to send the alert to multiple people at ...

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  • Re: Upload Multiple Picklist Values from a .csv file

    Hi Todd,I would show up in the lead record in Marketo under the field name you uploaded to. It would look like the list in Josh's response above.John

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  • solved badge Re: Tracking Survey Monkey surveys without integration

    Hi Meghan,I think the setup you've got should work.Because the thank you page has been published though, it can be reached by crawlers or bots, which probably explains the visit you saw with no details. I wouldn't worry about it unless you're seeing a bunch of visits without any details.John

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  • Re: Tokens for Users/Lead Owners

    Hi Erica,You'd want to talk to your SFDC admin/support for this. They'll be much better equipped to help you get it set up.John

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  • solved badge Re: How to Generate Report tied to # of times Lead Clicks a Link

    Hi Danielle,I can't think of any way to do this that doesn't require a single filter for each email, and some crazy advanced logic in the smart list.John

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  • solved badge Re: How to Generate Report tied to # of times Lead Clicks a Link

    Hi Danielle,You could use a smart list with a "Clicked Link In Email > Is Any" filter, and use the Min. Number of Times constraint in that filter. If you set that constraint to 3, then it will show you leads that have clicked any three links.

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  • Re: Tokens for Users/Lead Owners

    Hi Erica,It's not possible to create new User tokens, but if you created a custom field on the Lead and Contact objects, and you used a workflow to populate the User's Address into that field for all the records they own, then you could use the token for the custom Lead/Contact field to accomplish t...

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Public Statistics
Date Registered ‎01-02-2013 01:59 PM
Date Last Visited ‎04-01-2021 02:20 PM
Total Messages Posted 580
Likes Received 522