Jennifer_Turner

Jennifer_Turner · ‎04-20-2021

Thanks so much for your help with this Michael, much appreciated.

Jennifer_Turner · ‎04-20-2021

I want to marketing disqualify any leads whose person score has remained at zero for 180 days, will the below smart list work?

Jennifer_Turner · ‎01-20-2021

Thank you Katja, that works perfectly 🙂

Jennifer_Turner · ‎01-15-2021

I have also added the filter for acquisition date. If I use that to select 'in past' '60 Days' that will then only pick up the people who have been added into the nurture in the past 60 days and the 'no score change' filter will pick up the contacts with zero score change.

Jennifer_Turner · ‎01-15-2021

Hi Abhinav, That's how I have it set up at the moment and it looks good, however I want it to only pick up zero score change since the person was added to the nurture campaign and at the moment I think it is picking up zero score change since they were added to Marketo. Do you know if there is a way around this? Thanks Jen

Jennifer_Turner · ‎01-14-2021

Hi, We are running a nurture campaign and want to set a smart list that picks up all the people who haven't had a change in score in the past, 60 and 120 days. Does anyone know the best way to do this? Thanks Jen

Jennifer_Turner · ‎11-04-2019

We keep getting this error, does anyone know how we fix it? Thanks in advance

Jennifer_Turner · ‎05-20-2019

I'm also interested to know if there has been any progress with this, we would really benefit from being able to assign tasks to the account owner.

Jennifer_Turner · ‎03-11-2019

Thank you Sanford Whiteman, I will give this a go.

Jennifer_Turner · ‎03-08-2019

Hi, Is it possible to create a form which enables people to tick to sign up for a number of different events? (They can either chose one of the events or multiple). How do we then push the sign ups for each event into it's own Salesforce campaign and email the registrant with a confirm that they have signed up? Thank you in advance! Jen

Jennifer_Turner · ‎02-22-2019

Hi Mark, Yes that's correct, we embed the form onto a branded landing page and disable the form pre-fill so it clears every time someone submits it. It then pushes the persons details into the related Salesforce campaign which we ask it to do via a Marketo smart campaign and it will add them in either as a new lead or a contact if we already have them in Salesforce. The smart campaign is also set up to create a task to notify someone in Telemarketing that their is a new lead/contact in the campaign and it gives them the information they need to give them a call and discuss their needs. I hope that helps Thanks Jen

Jennifer_Turner · ‎02-22-2019

Hi Mark, We use a Marketo form at events which is on iPads, the form data is pushed into a campaign for the specific event in Salesforce and a task is automatically created and pushed out to the Telemarketing team with the persons information and any notes they have left so they can follow up with them. It works really well for us. Thanks Jen

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Date Last Visited	‎04-26-2021 09:33 AM

Date Registered	‎10-29-2018 02:28 AM
Date Last Visited	‎04-26-2021 09:33 AM
Total Messages Posted	12
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