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Hello,I am curious if there is a way to specify an activity type for "Create Task" flow step. Currently, all tasks are created under "Outbound Call" type in SFDC, but sometimes we need to log emails to be sent or already sent.Thanks,Helen
Hello,We often have clicks as a major conversion point, and thus this problem is crucial for us. Too many clicked before delivered. I tried to build a workaround that I believe follows the same logic (as offered above): 1. Trigger "Email is Delivered" = > Add to list ABC2. Trigger "Clicks in Email" ...
Hi Jenn,Thank you for the idea. Loren,Did it work for you? Just curious
Hi Loren,Actually we found a nice and quite elegant solution. BTW I brought this problem to our Washington DC Marketo User Group, and after overall brainstorming, Todd Sprinkel gave me perfectly outlined directions on what to do. In a long run, we set up a trigger in Salesforce, so once a record is...
Hi Michel,Thank you for the suggestion. Unfortunately it didn't work for us. Hard to say why, but when testing, there was neither consistency nor reliability on what we got.Helen
Hello,I am very curious to know what analytics will be available with the new ABM product. Will it summarize account activities? How it will look?..Thanks,Helen
Hello,We have a big issue with merging leads. Merging is going smoothly in Salesforce, but in Marketo it causes a big problem. The reason is Marketo can't query merged leads in any way, so we can't exclude them from Lead Life Cycle campaigns. Thus a newly merged lead is added to certain campaigns, s...
Jason,I am not sure what you mean. Where exactly are you looking for the status fields? In the smart campaign summary? Admin section? Smart list?
Hi Nate,In the bottom of the alert email, there is Unsubscribe link.Helen