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Hi Jean,In the past, I've done initial trainings with sales to offer a high level overview of the lead lifecycle and scoring model, and how it applies to them. This should definitely be done through an in-person or virtual meeting rather than through an email. Sales teams tend to only want informati...
Hi Anel,While you can report from either Marketo or SFDC, I have seen lifecycle data most commonly reported in Marketo. Assuming you have a lead lifecycle up and running, you can create standard smart list reports that filter for MQL Date = last month or Revenue Stage was Changed, New Stage = MQL, t...
Hi Roy,One solution you can look into implementing is inserting a Honeypot link into your email templates to catch bot clicks. A Honeypot is essentially a hidden link that is only visible to bots. You can set up an operational program that will add a person to a list when the hidden link is clicked,...
Hi Prithvi, the only way I've seen this done is with Bizible.
I think you're asking specifically about Sales Insight templates, and sales should be able to send these from your CRM rather than have you send them if you publish to Sales Insight. In the past I've used templates as a great way to enable the sales team to promote new content, invite to events, and...
Hi Dan, thanks for your response! We use the account name token {{company.company name}}, which is a lookup field, in our MSI emails and have haven't had problems with that token. This is the first time I've seen the GUID in a response that has come back. This was however the first time I used the {...
I recently created a template for a sales person that had two tokens in the subject line and body. The "lead.first name" token rendered properly, but the other token was for a lookup field in DCRM and even though the test looked normal, the email displayed a GUID for the recipient. This is what the ...
Is there a solution out there to remove someone from "in flow" revenue stage reporting? When we report on MQLs/SALs, I use the filter of changed revenue stage. There's been instances of having false positive MQLs that we want to remove from our reporting. Is there a workflow that can remove the hist...
Sanford Whiteman can this code for Marketo LPs also be used on corporate websites?
She said she wanted to alert BDRs for when people visit a certain number of pages on the website. If they visit other pages, the UTM parameters won't be on the other pages.