Sherry_Hale

Level 4

Joined the community 02-01-2013

Level 4

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Add CC and BCC field to email asset

by 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 e...

Ideas

1963 0 2
Re: Enable to use other matching UID field on import

by 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.

Ideas

3335 1 0
Re: Simple: Change Program Name

by 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.

Discussions

2074 2 0
Re: Simple: Change Program Name

by 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.

Discussions

2074 0 0
Simple: Change Program Name

by 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.

Discussions

2146 0 4
Re: GoToWebinar Event Invite

by 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

Discussions

2808 0 0
Re: GoToWebinar Event Invite

by 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 salesforce2 -Confirmation - Change program status to Registered (webinar), add to SFDC campaign, interesting moment, sync lead to SFDC, wait 2 hours, ...

Discussions

2809 0 0
GoToWebinar Event Invite

by 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=kA050000000LOFFCA4The problem was whe...

Discussions

2838 0 7

Integrations
Re: How do I find a conversion rate for a specific campaign?

by 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 ra...

Discussions

2002 0 0
How do I find a conversion rate for a specific campaign?

by Sherry_Hale 07-16-2014

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

Discussions

2119 0 4

Lead Management