Kelly_Schmid3

Level 4

Joined the community 03-11-2014

Level 4

Raleigh

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Re: Can you use ramdom sample in the flow of a trigger?

by Kelly_Schmid3 01-04-2016

I've actually recently set something up like this for our alert routing to SDRs. Works perfectly.

Discussions

2907 0 0
Best Bets to appear for non lead owners

by Kelly_Schmid3 10-22-2015

I'm trying to create a lead view for our lead gen specialists to view best bets even though they are not lead owners. Unfortunately there's not a filter for Lead Owner when creating a new view. Any tips or workarounds to pull a list based on specific lead owners?

Discussions

1055 0 1

Sales Insight
Marketo messages in Outlook

by Kelly_Schmid3 09-22-2015

Does anyone know how to edit the emails/templates shown in the Marketo Message section in Outlook? It currently lists every single email we've sent from Marketo instead of only the Sales Emails I've synced to MSI. We don't want our sales team to have access to every email we've sent.Thanks!

Discussions

1557 0 2
SFDC ID

by Kelly_Schmid3 09-04-2015

Does anyone know how to pull a smart list and include a filter such as "SFDC ID is not empty". I'm not finding a way to include this. We have a lot of leads that have not been synced over to SFDC yet, and i don't want to email them.Thanks!

Discussions

1899 0 3
Re: How to re-subscride contacts?

by Kelly_Schmid3 07-31-2015

Hi Mingxia,There are a few ways to re-subscribe a lead/contact. You can search for the record in Marketo and in their details, find the Unsubscribe field and uncheck it.If you use SFDC, you can also search for the record and uncheck the opt-out checkbox.Another way would be to search the record in M...

Discussions

1115 2 2
Re: Send Marketo email section not appearing on some contact records

by Kelly_Schmid3 07-30-2015

Right, it's not visible to the Marketo sync user. I know how to make a field visible, but how do I make a contact record visible?

Discussions

2793 0 1
Re: Send Marketo email section not appearing on some contact records

by Kelly_Schmid3 07-30-2015

Just checked, you're right. It looks like the contact is in SFDC but not in Marketo. What's the easiest way to sync this into Marketo and why would it not be already?

Discussions

2793 0 3
Send Marketo email section not appearing on some contact records

by Kelly_Schmid3 07-29-2015

I've had members of our sales team contact me several times over the last few days because they are trying to send an email through Marketo Sales Insight, but the Send Marketo Email dropdown isn't appearing on select contact records. I'm not sure if this is a setting issue or what? Does anyone know?...

Discussions

2867 0 7

Sales Insight
Re: Triggering from specific 'Opportunity is updated' value to another...

by Kelly_Schmid3 07-28-2015

I think the best way to do this would be to remove the filter for Opportunity was Updated and instead add a constraint to the trigger with - Previous Value is 1. This way the program should only trigger based on the opportunity being updated from 1 to 2.Thanks,Kelly

Discussions

1806 2 1
How often does data in Program Analyzer update?

by Kelly_Schmid3 07-27-2015

Does anyone know how often the data within the Program analyzer is refreshed? I just made a bunch of updates with program success within channels, but not seeing any information changing. I'm guessing it's the typical 24 hour wait period like other things in Marketo, just wanted to double check?

Discussions

1145 0 1

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