Yun_Bai1

Level 4

Joined the community 06-10-2017

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List Import/merge - corrupted values

by Yun_Bai1 12-21-2017

Hello Marketo Expert, Need your help to provide any thoughts for this case.The case is: the Lead record already in Marketo with correct name "Юрий". After a list import/merge, the lead name changed to "????". The value imported in the excel sheet is correct. We used the correct way to import leads i...

Discussions

1661 0 1

Lead Management
Re: Marketo changed Lead Score without any lead actions

by Yun_Bai1 12-20-2017

Hi Dan,Based on the clue you pointed out -- there is no change for Lead Score. I found out the root cause of the issue, which is the lead score didn't change after the status changed to "Re-Market". This is something we need to fix it. Thank you again,Becky

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2506 0 0
Re: Marketo changed Lead Score without any lead actions

by Yun_Bai1 12-20-2017

Hi Dan,Thank you very much for your message. Yeah, the screenshot is missing the "Campaign name" column, but there is nothing listed over there, no list, no SC, etc, totally empty with each line ID records. Good catch for there is no "change Lead score". The "changed FCCRM Threshold" is a program ca...

Discussions

2506 0 0
Marketo changed Lead Score without any lead actions

by Yun_Bai1 12-20-2017

Hi Marketo Expert,I encountered an issue and can't get more insight or clue from it. The issue is after Sales changed Lead status to Re-Market. Marketo changed Lead Source from "null" to "100. I understand each of us have our own way to set up Marketo and SFDC based on business rules. However, maybe...

Discussions

2669 0 3

Lead Management lead scoring
Re: Sync into SFDC with checkbox field Marked

by Yun_Bai1 11-09-2017

Hi Josh,I have some assumptions and hope to get some verification. I thought this would be something you can also help me understand the process correctly. I assume: 1. If the leads unsubscribe from emails or website (assumed built in Marketo). Then the "unsubscribed" value became "true" in Marketo,...

Discussions

2019 0 0
Re: Sync into SFDC with checkbox field Marked

by Yun_Bai1 11-09-2017

Thank you so much Josh, I changed the field name and sync to SFDC again. It is working now....Oh well, I was using the wrong field name. All the best,Becky

Discussions

2019 0 0
Sync into SFDC with checkbox field Marked

by Yun_Bai1 11-09-2017

Hello Marketo Expert, I am having the challenge to sync value to SFDC and have the checkbox field "Email Opt-out" marked. Basically I did tried two different approaches:1. Add a column in excelsheet as "Email opt out" and filled value as "True" --> Import list into Marketo --> sync into SFDC --> did...

Discussions

2100 0 3

Lead Management
Re: How to Upload/Sync Marketing Suspended List into SFDC

by Yun_Bai1 11-09-2017

Hi Trevor,We ended up manually changed the SFDC campaign members' status in SFDC. It works and members showed up...For this case, I think it maybe because how we imported those leads into Marketo, the columns and data values in the excelsheet. I have no problem to sync them into SFDC, when I import...

Discussions

5877 0 0
Re: How to Upload/Sync Marketing Suspended List into SFDC

by Yun_Bai1 11-07-2017

I was thinking if I should change status of Marketo program. But those are new leads. I believe they are not associate with Marketo Program, as they are newly imported into Marketo.

Discussions

4621 0 0
Re: How to Upload/Sync Marketing Suspended List into SFDC

by Yun_Bai1 11-07-2017

Sure Trevor. Thank you. My Smart list is just "Member of list" in the list I imported. Here are the flow steps. Best,Becky

Discussions

4621 0 2