Devraj_Grewal

Devraj_Grewal

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Date Last Visited
‎11-13-2024 09:25 AM
Level 10 - Champion Alumni
Joined the community 06-02-2015
Rank Icon Level 10 - Champion Alumni
Marketing Operations Manager
San Francisco Bay Area
  • Re: Unique URLs in emails

    Did you enter your email address in the "Send To:" field of the send sample window? If so, that will only send the default email to yourself. Instead, either add yourself as a lead and select your email under "Lead:" or select another lead with the survey link populated and enter their email in "Lea...

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  • solved badge Re: "Visited Web Page" smart list filter and scheduling batch campaign...

    Good point, in that case whoever was in the smart list at the time of the run will remain in the flow and no one else will qualify.

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  • solved badge Re: "Visited Web Page" smart list filter and scheduling batch campaign...

    At the time of the send, the batch campaign will look at those that at that time qualified for the smart list. So if right now the batch campaign has 5 people in the smart list, by the weekend it could have 10, so the batch campaign will run for those 10.Smart lists are dynamic and will pick up and ...

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  • solved badge Re: How to filter an email campaign?

    Unfortunately there is no way to easily query the date the status changed. But going forward what you can do is create a new custom date field that changes to the system date (via token) whenever a status changes.Ex.smart list: data value changes or program status changesFlow: change data value: reg...

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  • solved badge Re: Building a lead scoring matrix

    No problem. We actually just have a default operational program that we call "lead scoring". In the programs tokens tab you can bring in "score" and it allows you to have one glance at all scoring. You will then have multiple smart campaigns under this program, each will be a different activity for...

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  • solved badge Re: Building a lead scoring matrix

    We keep it fairly simple (ex. 10 points for a form fill; 2 points for a Web page visit) just make sure you keep the values relative to each. Also score decay is a great idea but do not push leads into negative score values because then it takes them more time to "dig themselves out of the hole" in c...

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  • Re: Email alert after a form submission from an EXISTING lead

    You can use the filter "not lead was created in timeframe today". That will mean that only leads created before today will execute the flow step.So use the smart list: filled out form & not lead was created in timeframe todayand the flow: send alert

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  • Re: Lead owner is changing even though a rule is in place saying to n...

    The "synched from salesforce.com fixup lead owner" activity means the lead owner was switched within SFDC. You can still successfuly change the owner from Marketo with the flow you have, but then SFDC defaulted it back. I would ask your SFDC admin on any possible workflow rules for lead owner assign...

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  • Re: choice task

    Do you mean you placed 2 owners in the "owner name" field in the "create task" flow step? If you're referring to the "add choice" options in flow steps, only the first applicable choice will qualify.

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  • Re: help with engagement programs

    QUESTION: If there are triggers to send people into a stream (clicking on links on a web page) I do not set cadence….correct?- Not necessarily. The trigger to send them into the stream simply means the lead is ready to receive the stream's content, but it is the cadence that determines when they rec...

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Public Statistics
Date Registered ‎02-06-2015 03:12 PM
Date Last Visited ‎11-13-2024 09:25 AM
Total Messages Posted 1,224
Likes Received 983