George_Hoffman

Level 3

Joined the community 11-11-2016

Level 3

Culver City

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Identifying which programs a lead is a member of?

by George_Hoffman 02-22-2019

Is there an easy way to see all of the programs a specific lead is currently a member of?

Discussions

1557 1 2
Re: Email metrics for individual leads?

by George_Hoffman 11-20-2018

Will this method show me the metrics associated with each individual lead?

Discussions

5249 0 2
Email metrics for individual leads?

by George_Hoffman 11-20-2018

Hi,I am trying to run a report where I can see the individual email engagement metrics for each person in a group of leads over a given period of time. The output of this report would be:persona@persona.com - Emails sent/Emails Delivered/Emails Opened/Emails clickedpersonb@personb.com - Emails sent/...

Discussions

5608 0 12
Re: Force lead updates from SFDC

by George_Hoffman 07-11-2018

Thanks guys helpful stuff here.I was hoping I could accomplish this without having to use Apex but it seems like that may be the only option.Here is the business need: We have a Call Loop webhook set up in Marketo to text our sales reps as soon as they receive a lead. We just switched over to having...

Discussions

4427 0 1
Force lead updates from SFDC

by George_Hoffman 07-10-2018

I have a situation where I need to trigger some automation in Marketo immediately upon a lead record owner change in Salesforce. Does anyone know of a way to force the lead update sync from SFDC to Marketo immediately upon the change happening in Salesforce?

Discussions

4890 0 7
One nested program in multiple engagement streams?

by George_Hoffman 04-27-2018

Hi everyone,I've built a program that I need to implement in multiple engagement streams. Here is the smart list step that I've built and the stream:When a lead hits this step in the stream it will only run the program for the lead that has hit that cast, correct?In other words, when the cast happen...

Discussions

1117 0 1
Re: Experiences of Chili Piper for meeting scheduling?

by George_Hoffman 09-08-2017

Hi Cassie!Yes we are in the process of implementing Chilipiper and they are an amazing company to work with! They have taken every step to ensure that their solution works perfectly for our use case. This includes frequent video calls and development for our particular use case. Highly recommend the...

Discussions

4715 2 0
Is it possible to hide folders and programs from certain users?

by George_Hoffman 06-30-2017

We are hiring a Marketo user and will be giving 3 candidates a test. We do not want them to see each others work. Is it possible to create a folder for each candidate in marketing activities that only they can view and edit?

Discussions

3533 1 8
Re: Custom unsubscribe email footers in Admin ?

by George_Hoffman 04-21-2017

A couple questions on the thread above,1. If I want to make a dynamic unsubscribe like described here (using a snippet w/ segmentations), will I need to go and place that snippet on every live email in my instance? I have hundreds of nurture emails so this is not practical. Is there a way to call th...

Discussions

5754 0 4
Re: Immediate form redirect based on new lead score?

by George_Hoffman 04-12-2017

Yes, Absolutely!Right now we actually would just like to have these 2 "tier" URL redirects (in the future we would like to branch out to more):Lead Score = -300-50 -> Medium Office Box Subscription Lead Score = 51+ -> Claim Your Free Sample Box - Thank You | SnackNation If possible, we'd like to mak...

Discussions

2524 0 2