Lauren_Linsalat

Lauren_Linsalat · ‎09-17-2019

Hey there! We're looking at the CC functionality and investigating how many different things it can talk to - we use Salesforce, and are very interested in CCing people who are connected to the lead via a Relationship record. Has anyone had any luck adding new CC fields that are on something other than the lead or contact record? Thanks!

Lauren_Linsalat · ‎02-21-2019

Hey Alex, curious where you're seeing this feature! Is it only in Marketo Sky?

Lauren_Linsalat · ‎02-15-2018

Yes please! This would be a lifesaver for SFDC to Marketo for us.

Lauren_Linsalat · ‎04-03-2017

Select your engagement program, and then follow these steps: 1. Create new local asset - select "Report" and then "Email Link Performance." 2. In this new report, go to the "Setup" tab. Double click "Date of Activity" and change to "All Time" (I find this most useful for nurture, since it's ongoing.) 3. In "Setup" double click on "Marketing Activities Emails." This will display the Email Filter box. Select only the emails that are a part of the specific stream you're interested in. Then click "Apply." 4. Return to the "Report" tab. Marketo will provide a list of all clicked links in each chosen message, as applied to your engagement stream.

Lauren_Linsalat · ‎03-30-2017

I second everything everyone has said so far, but also - last year was my first summit, and I found the University day 100% just as valuable/educational as the entire rest of summit itself. If you have the budget/opportunity to sign up for University day, I would say to add it!

Lauren_Linsalat · ‎04-07-2016

Not yet that I've seen, unfortunately... maybe a summer release?

Lauren_Linsalat · ‎01-04-2016

Most other email clients have a function that allows you to autogenerate a thumbnail (with a play button on top of it), which then links to the video. This function is NOT embedding the video, but saves the trouble of screencapping, adding the play button yourself, etc. Is this not an option in Marketo? It seems like such a basic function, but I can't find any options for it anywhere.

Lauren_Linsalat · ‎12-04-2015

Hey Lauren! Just to get back to you on this - we did run two events on Wednesday with unique URLs, which we managed to achieve with the date token mentioned by Lauren Beth on this thread - however, we noticed that even within the 10 minute window, it still prompted people for passwords, when we were testing. The best solution for this was to always have someone open the bridge far in advance (say 30 minutes). This way, people were not being prompted for passwords (make sure you have 'passwords required' turned off in WebEx, as well) and everything worked out pretty well. Lots of testing!

Lauren_Linsalat · ‎12-04-2015

I'm trying to set up a flow for an email that will initially trigger on January 4 2016 (a Date-based wait step). But after January 4, I want it to become a Duration-based wait step, where it pauses for 48 hours and then sends. Is it possible to put two wait steps in a row without confusing the system? Or will it get to the January 4 date, and get confused, after the Jan 4 date has passed? Does anyone have experience with this?

Lauren_Linsalat · ‎11-13-2015

What I've figured out so far: - You can remove the requirement of a password, in the WebEx set up. (Be sure you're not trapping yourself into the requirement by using a Program that will supercede your removal of the password requirement.) - If you set up the custom-URL token, and the guest uses that URL and nothing else, they will be able to enter the webinar as long as it has STARTED. If it's too far in advance (I need to test HOW far in advance) they'll get caught in an endless registration loop. That's as much as I've managed to test with myself today, which is promising, but still not complete. I initially set up our sync using these instructions, maybe it will help you find out what has changed since your initial set-up?

Lauren_Linsalat · ‎11-13-2015

When creating a WebEx event synced with Marketo, I know the Registration Required button has to be checked for the sync to work - however, as others have mentioned, when they go to join the event, they're prompted to "reregister." This registration ID is present in WebEx, under Manage Registrations, but I can't figure out a way for the ID to automatically send to the registrant via Marketo. Even with the custom URL token, it still requires that ID - and it seems silly to automate this entire thing and then have the one manual step be the distribution of the Registration ID. Is there a token for the Reg ID, or some other shortcut to get this info into the user's hands?

Lauren_Linsalat · ‎10-29-2015

Does anyone have step-by-step process for adding the Custom URL from WebEx Event Center to Marketo? I have the Event properly synced, but am struggling with making the token actually display a custom URL. I understand that this wouldn't appear in draft status. Thanks!

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Date Registered	‎10-08-2015 06:52 AM
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Can CC talk to fields NOT on the lead record?

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