Wyatt_Bales4

Wyatt_Bales4

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Date Last Visited
‎05-11-2020 05:03 AM
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Joined the community 19-12-2016
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Amsterdam, Netherlands
  • Re: Lead Scoring Inbound Versus Third Party or Tradeshow

    Hi Murphy,Yes, you can score based off of Program Status change and Fills Out Form (per your 2 examples) and allow the lead to flow through as many times as you want. As long as you have an event program for each Tradeshow, each time the lead's status is updated, it will get scored. You can provide ...

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    1035 2 0
  • Re: One Marketo Instance/Two CRMs

    Hi Glorie,As others have confirmed, natively you can only have 1 CRM integration. However, many customers have 2+ lead partitions and use either a middleware tool (e.g. Boomi, Informatica, Mulesoft) or create a custom web service to sync this other lead partition to their other CRM. This solution wo...

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    4613 4 0
  • Re: Email trigger for nonresponders

    Hi Katie,As a best practice rule, you shouldn't send the same email to the same leads more than once. However, to accomplish what you seek (and add some additional functionality you'll need for revenue attribution), you can use Program Statuses to update people as they are Sent, Clicked, and Filled ...

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    2330 0 1
  • Re: Take information from one record and put it in another

    Hi Sarah,You can upload all your reps' data into a Marketo custom object. Using the rep code, you can tie the rep information to the customer record in Marketo. Whenever you want to send an email with that information, you can pull the field into the email using the Email Script token. Much like any...

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    3740 2 0
  • solved badge Re: Any SFDC opportunity information available via REST?

    Hi Matt,Correct, the Opportunity API is only exposed for instances that do not have a native CRM sync enabled. What is your use case for needing to call the Opportunity through Marketo instead of SFDC API?Most use cases where the Marketo user needs access to the Opportunity can be solved with veloci...

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    1922 0 1
  • solved badge Re: Refer to My Tokens in program cloned via API

    Hi Erik,Your question seems to read if it's possible to update a token via the API (yes, as seen here: http://developers.marketo.com/rest-api/assets/tokens/) but I wonder if you're asking if the token comes over as a part of the Clone API since it's not listed in the POST here: http://developers.mar...

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    1949 1 1
  • Re: Landing page conversions different on report than in exported memb...

    Hi Lucia,For a more accurate report, most customers will create 2 channels; Email with Landing Page and Email without Landing Page. The statuses are different between the 2 with the ability to update success upon form fill-out. This allows a Program Performance report to show the overall number of p...

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  • solved badge Re: Nurture program success/influenced will pause leads from the progr...

    Hi Emma,Erik's response is spot-on but also know you can use Programs within a stream which can measure their own success (across multiple channels). Thus, some of the more advanced customers will have the Nurture program statuses coincide with what stream they are in (e.g. Success is when they reac...

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    3263 3 1
  • Re: Follow-Ups to MSI Email Activities

    Hi Jenn,You can create batch campaigns in Marketo to evaluate your specified activity within the past 24 hours and either choose to send the email or add them to a SFDC campaign for the sales team to review (if they prefer to view the list before the email goes out). Creating automated drips in Mark...

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  • solved badge Re: Get Members of Smart List via API

    Hi Jeff,That solution makes sense. If you have a busy system, I recommend putting an empty Change Score flow step at the top to give it lower priority over the more important campaigns in your instance. Not sure what volume you will be working with but it doesn't hurt to prioritize your smart campai...

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Public Statistics
Date Registered ‎12-19-2016 11:21 AM
Date Last Visited ‎05-11-2020 05:03 AM
Total Messages Posted 80
Likes Received 45
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