Erek_Bond

Erek_Bond

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Date Last Visited
‎10-09-2020 01:26 PM
Level 2
Joined the community 20-06-2017
Rank Icon Level 2
Sr. Marketing Automation Manager
Sandy, UT
  • Re: List of people who have unsubscribed, then been sent an email

    I realize this is off the original topic, but what suggestions do you have for storing the activity log offline?

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  • Re: Sequential Numbering in Smart Campaign (Person Reassignment)

    My plan when I made the original post was to figure out the auto-increment and then use a formula field with the Excel webhook to pass the incremental number through a formula like MOD(VALUE(Lead_Number__c), 11), where 11 is the number of people I want to have in the round-robin. That's pretty much ...

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  • Re: Sequential Numbering in Smart Campaign (Person Reassignment)

    I was referring to the bottom of the original post in this thread: Using Formulas in Marketo I was a bit hasty as I guess formula fields cannot be used in smart campaigns? That seems a bit ridiculous, but I guess I'm back to square one now.

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  • Re: Sequential Numbering in Smart Campaign (Person Reassignment)

    I had read up a little on formula fields and being able to work with Excel formulas. If we had an auto-incrementing number, we would divide that by the number of people we are wanting in the round-robin, and take the remainder to use in assigning the leads. Do you have any suggestions on external se...

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  • Re: Sequential Numbering in Smart Campaign (Person Reassignment)

    The simple answer is that getting anything done in SFDC is very difficult in our organization, and once it is done my team has little-to-no control over it. This is more of a specialized or limited assignment program dealing specifically with SFDC contacts, and as far as I know there are no contact ...

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    4038 1 6
  • Re: Sequential Numbering in Smart Campaign (Person Reassignment)

    Yep, I'm familiar with the round-robin distribution. Our lead assignment rules in SFDC work on that concept. I think I figured out how to do that through a webhook, and was just needing to figure out the starting point of assigning the number that everything is based on. In SFDC there is a field tha...

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  • Sequential Numbering in Smart Campaign (Person Reassignment)

    I'm looking to assign a sequential number to records that pass through a smart campaign. The use case is that we want SFDC contact records that meet certain criteria to be reassigned to our sales development team. To distribute these evenly throughout the team, we would use this number. Is there a w...

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  • solved badge Re: Subscriptions of smart lists vs smart campaigns

    Thanks for the post. I just did this exact same thing. Considering this post is almost a year-and-a-half old now, I just wish there was a better answer. I think it would be convenient to create the subscription on the "member of smart campaign" (with the ability to manage the subscription in the sub...

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    2129 0 0
  • solved badge Re: Spaces in Filters

    Hi Sanford,I appreciate the ingenuity you bring to the forum. I read this thread and your blog post. I'm working with a smart list, trying to add some spaces. Will this only work if I open the smart list on my machine in Firefox, or once I add spaces on the wire does it work for anybody who opens th...

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    2081 0 1
  • solved badge Re: GoToWebinar Event Settings (Sample Webinar?)

    Thanks for the reply, Blane. I figured it out this morning. The issue was the integration user we set up for GTW needed to be added as an organizer for each webinar. We have multiple users setting up multiple webinars in GTW. Marketing Operations does not create the webinar in our process, that resp...

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    2603 1 1
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Date Registered ‎06-20-2017 02:29 PM
Date Last Visited ‎10-09-2020 01:26 PM
Total Messages Posted 22
Likes Received 6
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