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I'm trying to create alerts for our sales reps that will create a follow-up task when an anonymous user visits a webpage. What do I need to enter in the flow to show the information that was captured from that anonymous user such as IP, etc. in the subject or description field? Right now I have ent...
Yes Elliott I thought the same thing until the office hours coach Nicole said that as long as it's hosted in Marketo, the files will track too. Maybe the flow is wrong then? Should it be a different search type?
There are certain activities such as a webpage view that will be archived after 90-days due to the number of records it will generate.
Yes, I fixed the filters and it still isn't working. I guess I can contact support but first wanted to make sure I was searching properly under the clicks - I tried viewed web page and that didn't even come up at all.
Oh and the report is in the Marketo Analytics section and I've custom made them by making smart lists. I've attached a screen shot.
We utilize the reports in Marketo and for some reason the files that we have uploaded into the Marketo Design Studio aren't showing activity. They're pdf's but they're housed inside of Marketo. When I ask the system to look for the URL http://info.byetm.com/rs/etm/images/ETM_UPExchange_Brief.pdf i...
Hi Franco - we do use salesforce and we assign all leads to a queue that are "fair game" for all sales reps until there is an opportunity. Thank you everyone for your help!
I have 4 sales reps now instead of two that we initially had. My account manager helped me set up random sampling to share the lead notifications among our sales team. Now that I'm doing four people, do I set up the flow to show each person's email address for the notification and just put random ...