Kelly_Schmid3

Level 4

Joined the community 03-11-2014

Level 4

Raleigh

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Re: How to add "View as Webpage" to an email send?

by Kelly_Schmid3 07-17-2015

Are you trying to add it to an email you haven't sent yet? If so, when you in the email draft editing, there's an option at the top titled 'Edit Settings'. Click on that and you will see the option to 'Include View as Web Page'.

Discussions

3447 5 0
Re: Status Update Change not translating to SFDC

by Kelly_Schmid3 07-17-2015

Double check that the status in Marketo is an available option for SFDC for that campaign type. You can usually go to the campaign in SFDC and click Advanced Setup at the top of the page to view all the member status values.

Discussions

702 0 0
Which revenue stage to move Former Customers to?

by Kelly_Schmid3 06-30-2015

Our customers are typically on yearly contracts and if they do not renew, their SFDC type moves to Former Customer. When they move into Former Customer, they are basically a lead to start marketing to again. I know one option is to create a separate stage for Former Customer. However, before we crea...

Discussions

954 0 1

Reports & Analytics
Re: Sales emails activity not syncing to both opportunity and account

by Kelly_Schmid3 05-26-2015

Hi Grant,Thanks for the input! I am referring to the Activity History. The contact is listed on the Opportunity, but isn't listed as primary or with a role. Here's a few screenshots showing the activity history logged on the Account, but missing on the Opportunity.Account:Opportunity:Contact role li...

Discussions

953 0 0
Re: Send a list to an email address

by Kelly_Schmid3 05-22-2015

Hi Chia - I don't see this option anywhere or on the release notes?

Discussions

3534 0 1
Sales emails activity not syncing to both opportunity and account

by Kelly_Schmid3 05-22-2015

Hope someone can help! We've noticed recently that when our sales reps use the Outlook plugin to send their emails, the activity logged is only updating on the Account/Contact in some cases and not syncing to the Opportunity as well. In other cases it only syncs with the Opportunity/Contact and not ...

Discussions

1004 0 3

Integrations
Re: syncing opportunity object to Marketo

by Kelly_Schmid3 05-20-2015

Great idea, Justin! I just set this up and will see in the next few days if it's working properly.

Discussions

1633 1 1
Re: UTM parameters

by Kelly_Schmid3 05-18-2015

Wondering if anyone got the answer to this? We're running into the same issue.Thanks,Kelly

Discussions

4080 0 1
syncing opportunity object to Marketo

by Kelly_Schmid3 05-18-2015

We've set up an SLA so that anytime a lead becomes MQL we wait 5 days and if there has been no activity logged by a sales rep, an alert is sent to Marketing and their manager.Right now we are using the "days since last activity' custom field on the opportunity object. However, this field does not sy...

Discussions

1831 0 4
Token to view opportunity in SFDC

by Kelly_Schmid3 04-01-2015

Does anyone know if there's a token to add to an alert email that will link directly to a contact's opportunity in SFDC? I use the {{SP_Send_Alert_Info}} to link to the SFDC/Marketo records, but would like to also link directly to the opportunity.

Discussions

2943 0 6

Lead Management