Kate_Goldsmith

Level 3 - Champion Alumni

Joined the community 13-10-2017

Level 3 - Champion Alumni

Marketing Automation Manager

Liverpool, UK

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Re: Let us remove the "Group By" in People Performance Reports

by Kate_Goldsmith 02-01-2023

Upvote! Incredibly frustrating / time wasting to try and find a stand-in field to group everyone in the whole database by in order to see only by Custom Column smart lists.

Ideas

881 0 0
New program URL token - link to the program in the UI

by Kate_Goldsmith 06-21-2022

I would love a new program token that automatically links to the Marketo program in question in the Marketo UI via either a URL or the ID which you could add to the end of the UI link. This would be more operationally efficient as we could then click straight through from an operational / internal e...

Ideas

617 0 0
Re: Ability to change time zones in heatmap grid for reports within RC...

by Kate_Goldsmith 09-27-2021

I think we have requested the same Idea? Enable RCE (Revenue Explorer) to run in local timezone instead of CST

Ideas

1062 0 0
Re: Data from LinkedIn Lead Gen Form to automatically populate a Marke...

by Kate_Goldsmith 09-27-2021

Great idea!

Ideas

1099 0 0
Enable RCE (Revenue Explorer) to run in local timezone instead of CST

by Kate_Goldsmith 09-27-2021

Enable RCE (Revenue Explorer) to run in your instance's local timezone instead of the default value of CST (Central Standard Time).This has been particularly prevalent when putting together email activity heat map grids. If you are outside of CST timezone or an international Marketo user, your data ...

Ideas

1014 5 0

RCE revenue explorer time zone timezone
Re: Add Person activity to email alert

by Kate_Goldsmith 02-04-2020

@SanfordWhiteman true but if I used the {{lead.token}} wouldn't I be faced with the same issue of a long list of every single action recorded instead of the most recent N values?I guess I wanted to use the {{my.token}} as it is an appending log with line breaks....

Ideas

2591 0 0
Re: Add Person activity to email alert

by Kate_Goldsmith 02-03-2020

@SanfordWhiteman - we pull tokens through to Slack alerts via webhook, I've tried adding the IM history & web history tokens to our slack alerts but it doesn't seem to recognise it and doesn't pull any info through... presume this is because it is a custom "My Token" defined within a program rather...

Ideas

2602 0 0
Re: Add Person activity to email alert

by Kate_Goldsmith 12-09-2019

Hi Sanford,Thanks for your input here - you saved us a lot of time!We adjusted the code slightly to get the most recent values:#set( $maxMomentsToDisplay = 10 )#set( $interestingMoments = $lead.interestingMomentHistory.split("¬") )#set( $endIndex = $maxMomentsToDisplay )#set( $startIndex = 0 )#if( $...

Ideas

5925 0 1
Re: Add Person activity to email alert

by Kate_Goldsmith 12-06-2019
The line break email script didn't work for us. Enlisting the help of a developer friend, we replaced the line break token in Marketo with a random symbol not used elsewhere in our instance:and wrote this Email Velocity script in the token:
...
Ideas

5925 0 1
Re: Add Person activity to email alert

by Kate_Goldsmith 12-06-2019

Thanks for the suggestions, Sanford!I'm not brilliantly technical - is there a step-by-step on how I would do the webhook to trim returned values or Velocity code to trim numbers displayed anywhere?

Ideas

5925 0 0