Yun_Bai1

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Joined the community 06-10-2017

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How to manage Contacts in Marketo

by Yun_Bai1 01-09-2018

Hello all,I got confused that how to deal with Leads or Contact in Marketo. We generate and create leads in Marketo, it will sync to SFDC based on leads call-to-action behavior. Leads also go through lead life cycle process. I am ok with leads part. However, our contacts are created in SFDC directly...

Discussions

4764 0 3

Lead Management Marketing: Lead & Demand Generation Marketing: Marketing Operations (MOPS) & Data
Re: Advanced Filter Error

by Yun_Bai1 01-05-2018

Thank you Keith. Yes, this happened to me after I refreshed the smart list page or get out the smart list and then go back in.

Discussions

2464 0 0
Re: Advanced Filter Error

by Yun_Bai1 01-05-2018

Good to know. Thanks you Chirs.

Discussions

2464 1 0
Re: Data Normalization set up

by Yun_Bai1 01-05-2018

Thank you JD, especially share with me the "race conditions". This is really helpful. The first step for me is to set up and capture leads that missing certain important value. So I am afraid that I have to create smart list or SCs separately. As I do want to have an idea that how many in total are ...

Discussions

2488 1 1
Advanced Filter Error

by Yun_Bai1 01-05-2018

Hello,I created a smart list and have the logic as below, by using Advanced filters 1 and (2 or 3 or 4). However, after I go back to my smart list, it shows me "not saved, invalid expression". I tried 1 and (2 or (3 or 4)), but Marketo still throw out the error. Can anyone kindly share with me why I...

Discussions

2578 0 4

Lead Management
Data Normalization set up

by Yun_Bai1 01-04-2018

Hello Marketo Experts,This story began with Marketo warning messages from Notification tab that shows leads won't able to sync to SFDC because of: no country, invalid country, no lead source etc. Here I am trying to set up SCs to capture bad data that unable sync lead to SFDC. After captured bad dat...

Discussions

3091 0 3

Lead Management Reports & Analytics
Re: Different results from Smart List VS. Static List

by Yun_Bai1 01-02-2018

I got you. So instead of "Lead is created" as trigger, there is "lead was created" filter. Thank you.

Discussions

3940 1 0
Re: Different results from Smart List VS. Static List

by Yun_Bai1 01-02-2018

Thank you so much JD for your input. I see your point. So it seems I should use smart list. Since leads from the static list could be added country value later got created, which means leads show up on the static list could have valid country value. I am just still not sure why the result number has...

Discussions

3940 0 2
Re: Different results from Smart List VS. Static List

by Yun_Bai1 01-02-2018

Hi Steven,Thanks for your response. I just set up two of them today around the same time, set up and activated the smart campaign and the smart list. So in theory, they won't capture leads before 1/1. And I spot checked that all leads created after 1/1. So not sure why the result numbers are differe...

Discussions

3940 0 0
Different results from Smart List VS. Static List

by Yun_Bai1 01-02-2018

Hello Marketo Expert,I try to get result of lead was created but has no country associate with the lead. The question I have is I used the same logic and built two lists. But they provided different results. The leads had been added on static list was through a smart campaign. Here please find the c...

Discussions

4347 0 6

Lead Management