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Hi Dory-Our implementation has been rather rocky as well - wondered if you could shoot me any insight your teams had (i.e. vendor issues, unrealistic expectations of product and what it gave them, etc). My email is brigid.greenway@dynatrace.com.Thanks!Brigid
Hi Dan-Does your team use Office365? We send approximately 18 reports daily to ourselves and some people have them showing up in the new Office 365 folder called "Clutter". Just an idea to double-check!
Hi Meghdeep-I believe that you have to select either JSON or Form/URL as your request token encoding.
Hi Christina-I'm in the final stages of taking GS live - so I'll try to post anything that I find as "gotchas" to your post.Thanks,Brigid
The value of the flames and stars are stored as fields - so it goes a bit beyond the Sales Insight window as it will be sending a (potential) new value - so it will increase the amount of data that they are going to sync at any given time - hence the Friday afternoon suggestion.
Hi Vicky-Unless they have turned off their cookie settings, any website or email open would start the cookie path (even anonymously on the web property) based on the Munchkin being in place. A MKTO landing page would be able to identify your cookie details to help pre-populate a form on that landin...
Hi Christine-Are you connected to your CRM live? Reason I ask is that radical score changes are going to affect the entire database as MKTO's algorithm is partly derived from what Lead1's score is relative to the rest of the database.If you have connected to your CRM, I would suggest making that ch...
Hi Gerard-One question you will have to address is why you are trying to remove visibility from existing records in your CRM - are you trying to protect them from edits? Are you looking to create deliberate duplicates? Do you want to limit your MKTO database size? Do you have only one group "sourc...
Hi Leah-I would recommend investigating how often you are firing certain data management clean-up efforts (are your triggers tight enough), how often do they need to fire (daily, weekly, monthly), schedule them during "off hours" when possible, and if you can use use your CRM to help the processing ...
Hi Knox-If you want to do this (which I wouldn't recommend necessarily), you will want to go to Salesforce options in the Admin section, choose Enable Activities, and select Sent Email or Open Email (depending on what you want). However, these activities will be noted as being "done" by the user id...