Kelly_Schmid3

Level 4

Joined the community 03-11-2014

Level 4

Raleigh

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Re: Leads failing to qualify for triggers

by Kelly_Schmid3 04-27-2017

We have been affected too. Unfortunately, this has had a huge impact on our business, as our trial forms are processed through Marketo. No response from our Account Manager and still no known cause from Support...

Discussions

3916 0 1
Best practices for manual stage changes

by Kelly_Schmid3 02-20-2017

I'm rebuilding our revenue model and using all manual stage changes in our revenue model to allow for more flexibility/visibility into lead moving through our funnel. As I work through this, is it best practice to have a smart campaign for every fast track, detour or dead end or can I lump some toge...

Discussions

2832 0 4

Marketing: Analytics and Metrics
Re: Best practices on treating “target list” in terms of scoring, list...

by Kelly_Schmid3 01-27-2017

Hi Eunice!There are a few different ways you can handle these. We handle leads coming from Tradeshows similarly. Some of the leads coming in are simply leads to drop into our nurture program while others need to be followed up with immediately. What you can do is create separate program statuses for...

Discussions

1808 2 0
Filled out form but did not click

by Kelly_Schmid3 01-25-2017

Hey all! Trying to troubleshoot why this would happen - We recently sent an email and 6 or so people that received the email filled out the form on the landing page within the email. However, Marketo only tracked 1 person as clicking the link. Their activity log simply shows them receiving the email...

Discussions

1765 0 3

Marketing: Email Marketing & Brand Marketing
Email won't approve - exceeds number of custom tokens (40)

by Kelly_Schmid3 07-13-2016

We are trying to send a newsletter that includes dynamic content and many custom tokens. We've sent this for months and never had an issue until yesterday. I'm trying to approve my newsletter but it keeps giving me the error that it exceeds the number of custom tokens, which is 40. However, my email...

Discussions

750 0 0
Re: Mailchimp RSS info syncing to Notes & Attachments in SFDC

by Kelly_Schmid3 05-25-2016

Hi Chris,It's actually a setting in MailChimp. If you go to the Integrations setting, you can sync your SFDC to MailChimp. Be sure to track opens/clicks and that information with sync to the Notes & Attachments section in SFDC after sends from MailChimp.

Discussions

2341 0 0
Re: Mailchimp RSS info syncing to Notes & Attachments in SFDC

by Kelly_Schmid3 05-24-2016

Nevermind! Figured it out. Seems to be a setting in Mailchimp, nothing to do with Marketo.

Discussions

2341 1 0
Mailchimp RSS info syncing to Notes & Attachments in SFDC

by Kelly_Schmid3 05-24-2016

We currently use Mailchimp for our RSS feed for weekly blog update emails (looking into switching to Digesto). We use the API and a program in Marketo to trigger anytime someone subscribes.Today, we were alerted by sales that info is syncing into the Notes & Attachments section in SFDC (pic below). ...

Discussions

2400 0 4
Re: view as webpage link to not tie to contact record

by Kelly_Schmid3 05-04-2016

Yes, that's correct. Use the generic version from the start.

Discussions

1259 0 0
view as webpage link to not tie to contact record

by Kelly_Schmid3 05-02-2016

We have a monthly support newsletter that we post to the website after it's sent each month. We typically just have our web developer receive the actual email and then paste the view as webpage link to the site. However, for older copies, we're now getting this message "The personalized email you ar...

Discussions

1339 0 2