Wyatt_Bales4

Hi Rich,The 'Is Direct Transition' filter is usually used to determine if a Fast Track should be put into the model. I would advise against using this filter because this would mean you're only evaluating those leads that traveled directly from a specific stage and could eliminate multi-stage leads....

Hi Marcel,Are you thinking of creating a Salesforce Custom Object where the Marketo's Sync User updates/changes are stored? If so, I would avoid doing this mainly because Marketo cannot write to a Salesforce Custom Object. The Marketo Sync User updates should really only be visible to the sales team...

Hi Tim,One large Marketo customer is based in Russia and the final decision that was made between the two legal teams was that Marketo was being used for 'Marketing Purposes' and not to house personal data. Definitely a grey area but there were at least 3 other customers who targeted leads in Russia...

Well said, Cathal. After being in well over 500 customer instances, the most common mistake I saw was not setting up Program Success which is really unfortunate when it comes time to try and recognize revenue attribution.Good luck on your next step!

Hi Kevin,Everything listed above is spot-on. One thing to come on top from a platform and scalability perspective is if you are syncing with CRM, to not bring all fields over in the initial sync. Customers often struggle with sync performance due to superfluous fields or objects which are not necess...

Hi Joseph,So you did Edit Draft > View By Lead > Selected Lead's Email Address? If that is what you did and it is not rendering, then I suggest sending a sample email to yourself with the same lead details. If the sample email is blank as well then I would suggest trying another lead.

Hi Jess,I highly recommend using nested Programs within streams and glad to see you are headed that way. One of my favorite designs I did for a customer while on Marketo's Professional Services team I wrote about here: How to Get Better Reporting Out of Your Nurtures Most customers don't think about...

Hi Rachel,You can create a Model Performance Analysis (Leads) report in RCE and drag over the field 'Lead Owner Name' as a row. After you drag over the different measures (Conversion Ratio All Types is a good start), you will see how many leads your Rep owns have been converting.An easy place to sta...

Hi Nate,RCE uses an external database outside of Marketo (hence why there is a 24hr delay due to an overnight ETL job). This database is a daily 'back-up' of data and contains orphan records that were deleted in Marketo or SFDC. This along with how Pentaho queries run versus Marketo explain the coun...