Kelly_Schmid3

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Joined the community 03-11-2014

Level 4

Raleigh

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Best practices for SDR follow-up on engagement programs

by Kelly_Schmid3 02-22-2016

Can anyone share best practices on how to have their SDR team follow-up with engagement in nurture campaigns? Right now, we use one general queue for lead owner and have been creating individual calling campaigns based on engagement in our nurture emails. Leads are assigned via round robin into thei...

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Re: Adding acquisition program to existing leads

by Kelly_Schmid3 01-20-2016

I am thinking we will just stamp them moving forward, however what's the best way to stamp them ONLY for new leads? I would typically use 'if acquisition program is null, add acquisition program', however, everyone will be null and I don't want to add the incorrect acquisition program to existing le...

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Re: New leads created by non marketo forms

by Kelly_Schmid3 01-19-2016

Since we don't have acquisition program for most leads, is it possible to use a Program Membership Analysis report in RCE, and filter by Success (new names)? Will this give me the same data?

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Re: New leads created by non marketo forms

by Kelly_Schmid3 01-19-2016

Looks like we are using webform as our module.

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3623 0 1
Re: New leads created by non marketo forms

by Kelly_Schmid3 01-19-2016

Hi Edward, We have several fields that update when a new lead comes in:The only option i see using is the "Campaign was Requested" filter, except this would just show anyone that moved into this program for a time period, and not able to single out new leads.

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New leads created by non marketo forms

by Kelly_Schmid3 01-19-2016

I'm drawing a blank right now and need help - We use Drupal for landing pages and forms. We are trying to get data as to what new leads have been created on our product pages on our website. Since we aren't using Marketo forms, this limits some reporting functionality. What is a workaround for this?...

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Adding acquisition program to existing leads

by Kelly_Schmid3 01-19-2016

My company has been using Marketo for a few years now (prior to me starting). It appears as though no acquisition programs were set up for new leads. What is the best way to adding these to existing leads without inputting completely incorrect data?

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Re: Company name field automatically changing

by Kelly_Schmid3 01-06-2016

So that is sort of what happened. A list import caused the company name for one employee changed and it changed everyone. This is the response from Marketo Support - The Company Object in Marketo, much like the Account Object in Salesforce, is shared between records that share the same company name....

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Re: Company name field automatically changing

by Kelly_Schmid3 01-05-2016

Yeah, all filters are turned off. I will reach out to support. Thanks.

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Company name field automatically changing

by Kelly_Schmid3 01-05-2016

I keep noticing the company name field for internal employees keeps getting changed , but there's no record in Marketo and it's still accurate in SFDC. Does anyone know how this could possibly happen? We don't have any triggers set up for this. I noticed this morning that my company name on my conta...

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