Sherry_Hale

Level 4

Joined the community 02-01-2013

Level 4

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Random Sample For Sales Alerts

by Sherry_Hale 07-08-2013

I'm utilizing random sample to send alerts to sales reps when someone downloads a product brief. The problem we are running into is if someone downloads multiple briefs, multiple sales reps get the alert to follow up.Is there a way in the flow to say "If an open activity already exists, stop the ro...

Discussions

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Re: Send Trigger Email to Specific Contact

by Sherry_Hale 07-08-2013

Steven, I'm trying to send an email based upon an action but the problem is I'm not getting the option to insert a token for the lead email - there is no "to" option, just the email template which when triggered is sent to the person who triggered the flow. Make sense? I thought maybe it was an ale...

Discussions

3547 0 0
Re: Send Trigger Email to Specific Contact

by Sherry_Hale 06-26-2013

Okay, to make this simpler, I've changed my smart list trigger to be an attribute change on the contact entity. So when this field is marked with a certain product, "SFE Status" - an email should go out to that contact. The problem I'm having is when triggered, the email is going to the person who...

Discussions

3547 0 0
Send Trigger Email to Specific Contact

by Sherry_Hale 06-26-2013

I am trying to set up a flow which says when a custom field is updated (it's a field that pulls in a contact/lead) to send an email to the person that was pulled into that custom field and I'm not seeing anywhere in the flow process that allows me to say who to send the email to. Even in the email ...

Discussions

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Re: Import tradeshow list without creating duplicates

by Sherry_Hale 06-25-2013

I'm still curious as to what to do about this. I have yet another list to import but dont want them co-mingled with contacts - any suggestions? Also, is there a way to import a list and NOT have it put into Salesforce?

Discussions

2355 0 0
Re: Import tradeshow list without creating duplicates

by Sherry_Hale 06-06-2013

Exactly what I thought - but it did. If there was a contact record, it added it as a lead so now I'm stuck converting about 600+ leads and matching with the existing contact record. How do I avoid this going forward?

Discussions

2355 0 0
Re: How do I update a demographic label without updating the score?

by Sherry_Hale 06-06-2013

Yes. Do a one time flow and call it "data normalization" or something like that. It can be a one time run to change the label matching the criteria you're looking for. Then you can add this step to your flow next time you do this so it does it automatically after changing the score. I did this f...

Discussions

840 0 0
Import tradeshow list without creating duplicates

by Sherry_Hale 06-06-2013

I imported my first tradeshow list into marketo and ended up with an adminstrative nightmare. I had duplicate leads entered where there were already contact records. How do I import a list into a campiagn and have Marketo only create a lead if no contact or lead record exists? I had marked "de-du...

Discussions

2455 0 6

Lead Management
Re: Anonymous Web Visitor Alerts

by Sherry_Hale 05-23-2013

I know I can use this code to have a link to the lead. {{SP_Send_Alert_Info:default=edit me}}Does anyone know if the same can be done to connect the IP to the information of number of visits etc like you get when you receive the web visit reports?

Discussions

2007 0 0
Re: Anonymous Web Visitor Alerts

by Sherry_Hale 05-22-2013

Carol - can you tell me how to get the IP address to be a clickable link like we were able to do with reports? By clicking the IP in reports, we could see how many times they visited the page etc. I'm trying to get the same data into the alert.

Discussions

2007 0 0