Cate_Ufford

Cate_Ufford
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Date Last Visited
Friday
Level 1
Joined the community 23-10-2018
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Chicago, IL
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  • Re: Tips for Integrating with Microsoft Dynamics if You've Already Bee...
    by Cate_Ufford name dot 05-27-2020

    Hey Brian! Thanks for putting this together - seems like there is a real lack of documentation on what to expect with a Dynamics integration. We're in the middle of one right now. Can you say more about the note you made w/r/t to the merges: that they may cause smart campaigns to fire? What kind of ...

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  • Re: Defining acquisition, assigning to referring programs
    by Cate_Ufford name dot 06-05-2019

    Thanks for your response, Jay. You're right that we've been treating it more like FT. We might have a more robust picture of a customer's journey if we didn't collapse those into a single moment. The same is true for understanding content program performance: There could be a single content program ...

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  • Defining acquisition, assigning to referring programs
    by Cate_Ufford name dot 06-04-2019 quickview

    When our Marketo instance was set up, we were advised to use the flow step to manually set the Acquisition Program like this:I feel like the reasons for this are well documented in the community.However, we also use this same strategy to re-assign a new AP for referring programs (i.e. online ads, so...

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Date Registered ‎10-23-2018 09:17 AM
Date Last Visited Friday
Total Messages Posted 3
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