Stephen_Jeong1

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Joined the community 17-04-2014

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SOP for Email Subscription Center

by Stephen_Jeong1 02-06-2015

Hello,I'm considering building out an email subscription center and I have a handle on how to create all the campaigns/fields/landing page in the back end but what I am having difficulty working through is how to create a standard operating procedure once this subscription center is rolled out.We ha...

Discussions

1731 0 2

Lead Management
Re: Avg Transition Time Explanation Please

by Stephen_Jeong1 01-26-2015

Thanks these articles clear things up a lot

Discussions

2952 0 0
Avg Transition Time Explanation Please

by Stephen_Jeong1 01-23-2015

HelloI just pulled my first Lead Transition Time report on Revenue Cycle Analytics and I'm finding that the definitions for the fields are a bit unclear. I'm looking at the Avg Transition Time for my leads in 2014 and I would like to know how a lead falls into the January bucket as opposed to the Ju...

Discussions

3118 0 5
Re: Is it possible to define one filter in relation to another in a Sm...

by Stephen_Jeong1 09-23-2014

Hey Jeff, if I use a method like the one that you mentioned, doesn't the email need to use a unique URL?For example, in a case where we direct people to a contact us on our website, it's possible that even if the lead clicked on that specific link in the email, that the lead could have filled out th...

Discussions

1201 0 0
Force download on Thank You Page

by Stephen_Jeong1 08-27-2014

HelloI would like for a lead to be led to a thank you page after they fill out a form but I want the pdf to automatically download when they get to the thank you page rather than being directed to the url of the pdf. I know that many people suggest sending an email with the asset rather than providi...

Discussions

1165 0 3

Lead Management
Re: Can we add a reminder to the ICS file?

by Stephen_Jeong1 08-19-2014

Has this been updated yet or is it still not available?

Discussions

2964 1 0
Re: Gmail Promotions Tab Grid View

by Stephen_Jeong1 08-13-2014

Thanks for the responses.Do you think that it's currently worth it to put effort into optimizing emails to be used on the grid view? Since it's still a beta feature and you're required to opt in to it, I am unsure how many people actually use it.

Discussions

1015 0 0
Gmail Promotions Tab Grid View

by Stephen_Jeong1 08-12-2014

Hello,Has anyone optimized their emails for gmail's beta grid view in the promotions tab?I've figured out how to select what my feature image would be on the grid view but I am having difficulty selecting my sender image.From what I have learned so far, in order to get our company logo on the sender...

Discussions

1052 0 3

Lead Management
Mass hide fields

by Stephen_Jeong1 05-09-2014

HelloI am trying to go through all of the fields that we have in Marketo and hide/delete the ones that we no longer use. Does anyone know if there a way to do this in bulk? I do not want to go to through each field, one at a time, and hide all of them. If anyone has some suggestions/best practices f...

Discussions

1554 0 3