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Checklist for making sure you will see Opportunity information in Marketo.SFDC Opportunity Object must be synced to Marketo.Opportunities must use the standard amount field.Opportunities must have assigned contacts with contact roles or be the primary on the opportunity. The role or being the primar...
When you use the Convert Lead Flow step it will convert your lead to a Contact and create a new Account and Opportunity. Marketo unfortunately cannot convert the Lead into an existing Account, because it can't determine automatically which Account to convert the Lead into. Thus, I don't recommend u...
In most cases I don’t recommend tracking the statuses sent, delivered, opened, clicked or unsubscribed (if using default unsubscribe). All this information is available in an email performance report. You can also pull this information using a smart list. If you are a B2C company using the Email Sen...
Hi Edward. I am happy to hear you like the article. I created an RCE tag.
Great info Susan. Thanks for sharing.
Thanks Anna! Happy you like the suggestion. You can also have multiple success statuses but except for events (e.g. Registered = Success, Attendance = Success), I wouldn't recommend it cause it might be more confusing then helpful.
Great article Kristen. To help clarify FT and MT, FT attribution is the same as acquisition attribution and MT is success attribution.
Hi Ashley. Today I wrote an article covering progression statuses including Online advertising. Check it out at Channel / Program Status Best Practices - Part 1 Thanks!
Here is a summary of recommended statuses and steps for the most common channels.I recommend numbering your statuses and adding “Success” to the success status. It will make it clearer and easier for everyone to understand which status is success.ChannelProgram TypeStatusesStepEmail SendEmail1 Membe...