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Hi All, we want to send out a unique URLs to our partners to promote our webinar sessions, and track the partner details within this lead.Let's say the URL is build like this: pages.zerto.com/webinar?source=Partner&sdesc=Partner1. Any new lead fills out the form will get these values to "source" and...
Hi Nora, you can set a smart campaign that sends alerts based on gaining 3 stars (relative score) or 3 flames (urgency):Trigger: Data Value Change - Attribute - Relative Score New value is 3Flow: Send alert (create an email and add your email address to "to other emails")
I don't think that you can do this directly from the email, but what you can do is use "Add to Marketo Campaign" option in "Sales Insight" in SFDC. Then create a smart campaign in Marketo with the following:Smart list - Trigger: campaign is requested "Sales insight"Flow - "Request Campaign" (add the...
What you can do is create a smart campaign with Trigger "Visit webpage" for this Landing page, and add all visit to a list (using "Add to list" flow step). This will include known and anonymous, and you can also "stamp" new leads with the appropriate lead source.You can get really into details by bu...
I think you'll have to create those fields in SF (under Account), and then they'll be available to use in Marketo. Marketo will be able to see the fields, it's just a matter of poopulating them with the information.
Elliott, I know that it's not possible to create formulas on the owner fields in SFDC (you'll have to create a trigger that will copy the owner field into another custom lookup field, and then create formula fields to Job title and Phone). Fortunately, SFDC are going to fix this in the summer '13 re...
Smart List: Trigger - Lead is created Filter - Duplicate Field is Email AddressFlow: Send Alert - Duplication Email - I included the lead name, company name and SFDC link, so I'll be able to click and merge.You can set a similar email for "Full Name", but this could be misleading...
Thanks! I understand it's not an ideal solution, but I'll use it until syncing only specific progression statuses will be possible(Appears as an Idea here: https://community.marketo.com/MarketoIdeaDetail?id=08750000000HnEkAAK)
Thanks Damien, in addition to that - we can use "Change program status" to change the status in this program, right?