About Patrick_Cava2

Patrick_Cava2 · ‎06-15-2017

That part worked, but it then creates a snippet option in the template. When I try to add a default snippet value ( mktoDefaultSnippetID) , it doesn't work on landing pages. Perhaps the default value only works in email?

Patrick_Cava2 · ‎06-15-2017

Hi Dan, For email templates, I see that you can define a default snippet (e.g. <div class="mktoSnippet" id="unsubscribeFooter" mktoName="Unsubscribe Footer" mktoDefaultSnippetId="12"></div> ). However, this doesn't seem to work on landing page templates. Have you been able to use mktoDefaultSnippetID on your landing pages templates?

Patrick_Cava2 · ‎06-15-2017

where do you locate the ID for the snippet?

Patrick_Cava2 · ‎06-18-2015

is there a way to populate the sfdc user info instead of lead or account owner? let's say an AE owns the account and the lead, but we have others marketing to them?

Patrick_Cava2 · ‎06-01-2015

according to the Marketo website Mobile Alerts and Updates Increase Sales Intelligence, "For users of other CRM solutions, or those not using CRM at all, Marketo Sales Insight allows sales reps to get real-time alerts and updates instantly on any mobile device via email or SMS. With Marketo Sales Insight, reps can: Get customized sales alerts sent to any mobile device" I do not see a product document on how this is setup. I would like to setup SMS alerts to lead owners for specific interesting moments. Anyone have any experience with this?

Patrick_Cava2 · ‎01-26-2015

can you also use this field for reporting in Marketo? For instance, if you have a batch of leads that someone neglected to add to a campaign, and then added them in 6 months later, then using the default campaign membership dates would not work.

Patrick_Cava2 · ‎11-10-2014

Hey Jeff, did you ever decide on a solution for your lead scoring?

Patrick_Cava2 · ‎10-31-2014

you can't edit any fields on a lead once it's been converted. the lead object becomes locked for that record. so, if say you have a lead source that's wrong, and then the lead gets converted before you fix it, your lead reports in SFDC will be wrong, because you can never go back and fix the lead data. it's a 7-year old issue in SFDC. There are a number of workarounds as described by commenters on the thread https://success.salesforce.com/ideaview?id=08730000000BprXAAS . some people stop using the lead object altogether, and others create a custom lead object. That doesn't work though when you're integrating with SFDC. I'm hoping there's a way to track the lead source in Marketo independently from the SFDC fields, so that the lead source can stay consistent and editable as the lead becomes a contact, and also so that I can run a single report that includes both leads and contacts at various stages.

Patrick_Cava2 · ‎10-31-2014

Hi all, when utilizing lead source, has anyone developed a good workaround for the converted lead data issue in sfdc? inability to edit converted lead data here https://success.salesforce.com/ideaview?id=08730000000BprXAAS how do you accurately track lead source when you can't correct the lead source on converted leads? Thanks, -Patrick

Patrick_Cava2 · ‎10-09-2014

Has anyone tested this?

Patrick_Cava2 · ‎09-23-2014

whaqt version of wistia do you need in order ot integrate with Marketo?

Patrick_Cava2 · ‎09-23-2014

Thanks Spencer, just noticed that I should keep using the preview window. One odd piece is that the embed code actually reflects the changes before you save and approve the form. It wasn't a problem, but could be if you're experimenting with an existing form, and it is changing how it displays on your live site.

Patrick_Cava2 · ‎09-23-2014

any update on this?

Patrick_Cava2 · ‎09-22-2014

this is not working for me in the forms css editor. it simply won't change the background color. is it visible in the editor, or do we have to actually use the embed code to see the chnage? I'm trying to achieve a clear background if possible, and if not, then a dark grey background.

Patrick_Cava2 · ‎09-10-2014

Hi Adam, I see that you have "demo request" as a channel. do you also have a channel for your website's "contact us" form?

Patrick_Cava2 · ‎09-05-2014

I have the sae question. If I would like to track clicks on links we post on 3rd party pages (e.g. press releases, directories, etc.), then what is the best practice? Is it to a url shortener and link that to a marketo landing page that simply forwards the person to the destination?

Patrick_Cava2 · ‎08-20-2014

has anyone implemented this workaround for "add to campaign" for adding leads/contacts to Dynamics campaigns? Would like to be able to add people to campaigns and change their status from a Marketo campaign in Dynamics.

Patrick_Cava2 · ‎08-08-2014

Can the dynamics integration be customized to sync with MS dyanmics campaigns?

Patrick_Cava2 · ‎08-04-2014

Anyone know when the roll-out will be complete? Still hoping to log in and see the new look and feel.

Patrick_Cava2 · ‎08-01-2014

Really excited to get our hands on all the new features. When do you expect for the rollout of all July 2014 relese features to be complete for all customers? I keep hoping to log in and see the new interface.

Patrick_Cava2 · ‎07-22-2014

has forms 2.0 been launched? I usually i-frame in the forms for the reasons mentioned, but would prefer to embed them.

Patrick_Cava2 · ‎07-22-2014

Any update here? Sounds like one reason not to publish content using the subdomain landing pages and rather host everything on your site directly.

Patrick_Cava2 · ‎07-11-2014

Great. If you try it out, please post your feedback.

Patrick_Cava2 · ‎07-11-2014

Any update here or feedback on the actual integration (not hootsuite itself) with Marketo? Ideally, what I'd like to do is be able to publish posts as a step in a program (e.g. send email > wait x hours > post to linkedin > ). Does it do that? I'd try it out, but it requires me to upgrade to hootsuite enterprise.

Patrick_Cava2 · ‎07-11-2014

Thanks guys. I'm aware of the connector. I was hoping to get feedback from customers that have actually used it, so that I can understand any issues or major differences between the sugarcrm connector and the sfdc connector, which I have used. For instance, from my understanding so far, the sugarcrm connector has some advantages, such as the ability to fully integrate with custom objects. However, the salesforce connector seems to have other advantages, such as the sales insight module, or the ease of setting up the field mapping.

Patrick_Cava2 · ‎07-10-2014

Yes, anyone using the hootsuite integration? It looks like a lot of it is still manual.

Patrick_Cava2 · ‎07-10-2014

Has anyone had experience integrating Sugar 7 with Marketo? Any issues?

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Date Last Visited	‎01-28-2020 02:06 AM

Date Registered	‎07-09-2014 06:09 PM
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