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We're sending webinar invites to our database (each webinar is a separate program) and we would like to exclude "Invited" / "Sent" member status to sync into SFDC Campaign, as it messes up campaign attribution and reporting.I know "SFDC Campaign sync" will cause all members to sync, and currently th...
regarding validation on contact roles, I encountered this app on the Appexchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000025Vs1EAEI haven't tried it yet, but it got some good reviews.
Hi Ryan, If you're using SFDC (or other CRM), you can create a field on Accounts called "type" with values: customer, prospect, lost deal. When this field is synced to Marketo, you can use it in smart lists (Type no equals to "Customer"). You can maintain this field manually or via workflow rule (le...
Amber, you can use "Has Opportunity" filter to exclude contact tied to opportunities.for trigger campaign, use "Added to Opportunity" trigger to send out an email to those contacts.You can find more information on opportunities filters and triggers here: https://community.marketo.com/MarketoArticle?...
Sherry, you can also set a daily Web activity report and schedule it to be sent to your sales reps. This report will include their amount of pages they visited and their inferred details. you can set multiple reports with different filters (anonymous / known / region / industry etc...). go to Analyt...
Seems like it's working, I saw a similar discussion here: https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PXQfAAO
@Cecile, we're using the GTW confirmation email, but you can use the token {{member.webinar url}} as a confirmation URL (found this in the Marketo-GTW Adapter guide: http://pages2.marketo.com/rs/marketob2/images/Marketo_GoToWebinar_Adapter_UserGuide.pdf)
Elliott, I can see the registration code in the "Members" tab in the webinar program.
You need to exclude other links (Link is NOT) for the smart list to show only leads that clicked on the calendar token.I have no idea why the token is not included in the links drop down, but it would be nice addition.
Most of our leads are created through Marketo, although some are still created in SFDC (manually / deal registration process).I created a smart campaign that notifies me whenever a duplicate lead is created with same email (you can do one for full name also). you can also prevent syncing to SFDC, as...