About Sherry_Hale

Sherry_Hale · ‎04-20-2018

We have a high demand for dynamic email fields for internal workflows based on data in SFDC. If a particular field is populated, we want someone internally to be cc'd on the emails that go out and another person to be bcc'd depending on the field populated. This seems like a natural option for any email being sent out of Marketo

Sherry_Hale · ‎04-04-2017

This would be very helpful for things like billing reminders because oftentimes the same email contact gets multiple billing notices that have the same email but different account names with different billing dates. This is just one example.

Sherry_Hale · ‎12-16-2014

Ahhhh I just figured it out! I have to change "view summary" to "Summary" instead of the defaut which was "schedule" as shown in the attached screen shot.

Sherry_Hale · ‎12-16-2014

Hi Adam!!! When I click on the program, I don't get what this screen shot shows me. Here's what I get.

Sherry_Hale · ‎12-16-2014

With all of the changes, this seems to be difficult for some reason. Where do I change the name of a program? Everytime I click on the name, it takes me to the calendar and nowhere to edit the name of the program.

Sherry_Hale · ‎11-25-2014

Jessica, the invite was step 1 that I posted above. Yes, I ahve all of those program status options. Grant - Those are two separate smart campaigns

Sherry_Hale · ‎11-25-2014

Program status was registered but that was step 2 - here is how it was set up: 1 - invitation - send email, change program status to invijted, sync to salesforce 2 -Confirmation - Change program status to Registered (webinar), add to SFDC campaign, interesting moment, sync lead to SFDC, wait 2 hours, create sales task to follow up That's it - the only difference was on the event level under setup, support told me to add a SFDC campaign sync

Sherry_Hale · ‎11-25-2014

Good morning, I recently switched from WebEx Event center to GotoWebinar and I've reviewed the instructions which appear to be the same but the results were a disaser. Here is what I read and followed without issue https://community.marketo.com/MarketoArticle?id=kA050000000LOFFCA4 The problem was when I went to invite - instead of inviting, it automatically registered almost 2k people for the webinar. I was told by support to sync with a campaign in SFDC which I did NOT do with WebEx and am wondering if this is what caused the adding of all invitees rather than inviting them. Any ideas on how to make sure this doesn't happen again?

Sherry_Hale · ‎07-17-2014

Kristen, how do I run that report? Josh - I have been tasked to specifically report the lead conversion rate (tied to opportunities) and I can't find this anywhere. I should mention we are using spark edition but I do recall when we licensed Marketo last year, being shown a report with conversion rates - opportunities that were created based upon a campaign.

Sherry_Hale · ‎07-16-2014

I'm trying to determine a campaign conversion rate. How do I do this with analytics?

Sherry_Hale · ‎03-05-2014

Thank you Josh, I think you're a bit over my head. So in the wait step, you can enter token data? I thought you had to enter a time (1day, 1hour, etc) as noted in the wait step. When I enter {{Opp.Close Date}} + 1 Day - I get an error

Sherry_Hale · ‎03-05-2014

I am trying to set up a flow which alerts a sales rep if their particular opportunity is past the close date. I'm having difficulty making the smart list. Here is what I have right now: Smart List - Added to opportunity and sales stage is at PreQualify Tasks Completed I'm not sure how to tell it if close date has expired. Help please...seems simple but if I chose past, it will not work for future expired opps will it? TIA!

Sherry_Hale · ‎02-05-2014

Thank you!

Sherry_Hale · ‎02-05-2014

Ahhh I didn't know the lead owner would show the new owner, yes that does resolve my issue! How do I link the lead record in the alert?

Sherry_Hale · ‎02-05-2014

I have a flow set up which allows a notification to come to me when a rep changes a lead to their own queue in salesforce but I can't see WHO made the change. I am already using my max 'track fields' so I was hoping that Marketo could have a token to tell me who made the change but I'm not seeing a "modified by" option in the token for the alert. Any ideas?

Sherry_Hale · ‎01-08-2014

Hmmm, there are many tasks set up for everyone every day though, like every time a price page is visited for example. If they remain in the static list, wouldn't a notification still happen everytime ownership changes? What would the set up look like? I can't locate the "if task ownership changes" for the adding to static list part

Sherry_Hale · ‎01-07-2014

Hi Jeff - I am not looking to switch ownership....I'm looking to be alerted if ownership changes.

Sherry_Hale · ‎01-07-2014

Thank you Mark. I tried to set up a flow that said when a task was updated, but there was no option to say when it changes, to send the alert. Can you show me the set up? I started with a trigger of "When activity is updated" but there is no option to say "If rassigned or if owner changes" to send an alert with the tokens. This is my issue.

Sherry_Hale · ‎01-07-2014

Is there a way to notify an original task owner if the task owner was changed to someone else and in the alert, showing who changed it and who it was reassigned to?

Sherry_Hale · ‎12-18-2013

So I went to do this and I don't have the segmentation option in my instance of Marketo. Darn it! Any other ideas?

Sherry_Hale · ‎11-27-2013

Thank you BOTH very much!!!!

Sherry_Hale · ‎11-21-2013

Thank you Kenny. So if I free users clicked the link, we would like to show them a different message of "Please contact sales for upgrade information" or something like that. Would the way you suggested work? I have ot be honest, I'm not comfortable with scripting.

Sherry_Hale · ‎11-21-2013

Thank you both! Out of the two options here, is one easier than the other? Seems like option A is simpler but is one more effective than the other?

Sherry_Hale · ‎11-21-2013

I have a problem I'm trying to see if Marketo can help me to solve. We have paid users and free users of our software program. We want to allow our paid users access to a free video training but it's a LOT of programming to do this within our software application. Is there a way to create a landing page with the link to the video but only show the landing page or video to those that are marked as "paid" in SFDC?

Sherry_Hale · ‎11-18-2013

Well that is a supber big bummer. Part of the alert is to remind sales reps to turn on a few flags on the contact level. So if they forgot to turn on a flag, the flow will never be triggered. Any suggestions?

Sherry_Hale · ‎11-12-2013

We have a flow set up so that if a certain custom field is generated on the account level, then an alert is triggerd for the account owner. The problem which makes NO sense is that Marketo is triggering an alert for each and every contact under that account. Example: Trigger - Custom Field on Account is populated with "x" Flow - Send alert to account owner with information on that account Results - An email alert is sent to the account owner for every contact under that account = 50+ alerts Why is this happening?

Sherry_Hale · ‎09-17-2013

I found the invalid email option but it's not a field that is hidden, it's an option and I'm still not sure that will work. I think the best way to handle these would be the trigger campaign Cathal mentioned. Thank you everyone!

Sherry_Hale · ‎09-16-2013

Hi Kim, I am the admin - I will ask SFDC how to unhide this field - unless you know? Thanks!

Sherry_Hale · ‎09-16-2013

Does anyone know how to show on the SFDC lead record when someone's email was not delivered because it was invalid? In the progression of a campaign, the activity just stops and there is not way to tell (without me looking up the lead in Marketo) what happened and why the campaign stopped. Here is the notice in Marketo 550 5.4.1 rcummings@sfsu.edu: Recipient address rejected But the sales reps can't see that...they only see that the campaign stopped. How do I make these notifications appear somewhere in SFDC so the reps can understand why the activity suddenly ceases?

Sherry_Hale · ‎08-27-2013

Thank you but I'm not sure this will work. We use Salesforce's queue for lead assignment 😞

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