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Joined the community 26-06-2019
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Looking for a bit of best practice from anyone who has done something similar..We want to combine some of our prospect scoring/engagement alerts with data fed through from Salesforce.Scenario 1: we want to alert a sales rep if someone from an account with an opportunity (all stages including lost - ...
1511 0 0
Discussions -
Hello - we noticed Hubspot has the functionality for people to book in a meeting/demo with a salesperson off the back of a simple email link. Does Marketo offer anything similar? Is there an add in that does this?Looks like this:
3073 0 1
Discussions -
by
Carly_Stevens2
08-15-2019
Hi - can you tell me where I need to go and remap please? Is it in Marketo or LinkedIn? Struggling to find where/how to edit.
7027 0 1
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Carly_Stevens2
07-29-2019
OK - not sure I know what a WP variable is? How would I go about doing this? For example, per campaign, we're currently creating a different thank you page for each (in most cases, this is just a different file/asset/pdf that we link to)... How would that ever change??
3245 0 1
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Carly_Stevens2
07-29-2019
Or because we put the forms into a Marketo LP, then into the WordPress LP, I could just use the follow up option from there (the Marketo LP), couldn't I? And state in the form to 'stay on page', so the LP would dictate what happens next. Would that work?Yes, they load as a new page in the same tab....
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We're looking to move away from localised forms towards global forms to enable progressive profiling, make it easier to update everything in one place, and quickly.Struggling with this though - so we'll have one form for all lead gen initiatives. We currently embed our forms on WordPress pages (we a...
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I've been looking into implementing a lead scoring model whereby only leads that hit a score of 100 will be pushed into the CRM for follow up. All fine. However, we do all of our campaign reporting in Salesforce - so whenever someone fills out a form to download content, or attends an event (pre a s...
1244 3 0
Discussions -
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Carly_Stevens2
07-05-2019
Thanks Sanford! What you're saying does make sense with regard to the email address not being a primary key. Option (a) just won't be feasible, because clearly we will always want to have leads flowing in from forms, but also sales people should be able to create contacts and sometimes leads, too. D...
3771 0 0
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Context: in order to sync a lead from Marketo to SFDC, it's quite straight forward with a simple 'sync to Salesforce rule'. For Salesforce to Marketo, we control who syncs down (due to database limits). We do this by using a field called 'Marketing Verified' - only if this is checked, will a lead or...
4183 0 2
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How can I enable form pre-fill on an embedded/iframed Marketo form., in a Wordpress page? Can I then also use progressive profiling?Is there a simple step by step for a non-techy Marketo admin to follow?
2481 0 1
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