Sherry_Hale

Level 4

Joined the community 02-01-2013

Level 4

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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.

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2106 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

2106 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

2178 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

2827 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

2828 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

2857 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

2021 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

2138 0 4

Lead Management
Re: Expired opportunity alert

by 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

Discussions

1104 0 0
Expired opportunity alert

by 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 CompletedI'm not sure how to tell it if ...

Discussions

1122 0 2

Lead Management