Brigid_Greenwa2

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...

There is another way to potentially do this - in your smart campaign, identify that company is "ABC Company" and then do Random Sample equals a specific %. Depending on how well you know your data, you could set a % threshold based on the top # of ppl tied to an account - or you could build a multi...

Hi Peter-Another method - although unusual - would be to not connect the systems at all and use an email submission method in which you would kick out of Marketo a standard email containing certain values that would be sent to a SFDC submission email address and parsed upon entry as a new lead. I di...

Hi Nicole-Tags are limited to a single selection - so no multi-pick per attribute. However, as Kristen mentioned, you are really not limited to how many tags you use so you just have to balance how many tags you have, how many you require, and to what granularaity do you build them to be. Is this ...

Hi Nina-If you are looking for a person by person notification, you could technically choose the SFDC setting of marking an activity for each record sent the email once it is sent but this would be limited to a) one notification per day, b) not necessarily "real-time" to the send itself, and c) clu...

Hi Ashley-What version of Outlook does your team use? Do they also use other Outlook plugins (like SFDC)? I know that we had some folks have issues with multiple plugins loaded in Outlook - and when we were migrating from Office 2010/13 to Office 365, we had some issues there as well. I would sug...