Anna_Blanchet1

Level 4

Joined the community 25-11-2013

Level 4

Marketing Automation Strategist

Chicago, IL

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Re: Marketo not authorized to add leads to a SFDC campaign

by Anna_Blanchet1 01-07-2016

Hi Kenny,Thank you so much for the insight! Sure enough, there is a rule in SFDC restricting campaign member access for the Marketo profile. I'm working with the SFDC Admin to get this rule deactivated. Thanks again!Anna

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Marketo not authorized to add leads to a SFDC campaign

by Anna_Blanchet1 01-05-2016

When trying to add a contact to a SFDC campaign via Marketo (using the Add to SFDC Campaign flow step), I received the following error:"FIELD_CUSTOM_VALIDATION_EXCEPTION: New campaign members cannot be added by Marketo users. Please contact the administrator for further assistance."I submitted a sup...

Discussions

2437 1 3
Re: How do I update pick list values for a field?

by Anna_Blanchet1 08-27-2015

Hi Josh,Sorry - just saw your reply. The multiple values are showing up in Marketo. I just want to include them in the drop down list to build quicker searches. It's been 2 months since we switched from SFDC to NetSuite, and the new values are not showing up in the pick list yet. I opened a suppor...

Discussions

2664 0 1
How do I update pick list values for a field?

by Anna_Blanchet1 08-12-2015

Our company recently added new Lead Status values in our CRM (NetSuite). When I create a smart campaign/list, the new values are not reflected in the drop down list of available values. However if I type the value in, the search is successful. I want to update the drop down list with the new values...

Discussions

3029 0 3

Lead Management
Re: Batch email sends using Random Sample

by Anna_Blanchet1 07-07-2015

Thank you Josh. That makes sense. So then I would schedule separate smart campaigns with a Campaign Request flow to move each static list into the Send Email flow each day, correct?Day 1Smart List:Member of List AFlow: Request campaign: Email sends (sends 1st week, wait 1 week, send 2 email, etc)Da...

Discussions

1667 0 0
Batch email sends using Random Sample

by Anna_Blanchet1 07-07-2015

Our sales team requested we send emails on their behalf to their leads. The requirements are to send a round of 8 emails over an 8 week period - one email per week to the lead. To not overwhelm the sales team, we want to send out emails in batches - 50 leads, per lead owner, per day. I'm pretty sure...

Discussions

2073 1 2
Re: Leads Not Synced to SFDC Report

by Anna_Blanchet1 05-20-2014

Thanks Matt! That worked perfectly. Josh - yes I agree. We learned the hard way a few weeks ago. That is what caused this issue with some of the lists already being synced to SFDC. Thank you for the quick replies! Anna

Discussions

1762 0 0
Leads Not Synced to SFDC Report

by Anna_Blanchet1 05-20-2014

Is there a smart list or report I can create to show leads that are not synced to SalesForce? We plan to start nurturing leads in Marketo before syncing over to SalesForce and have imported a few lists to start. (Source = List Import does not automatically sync to SFDC)But some of the names on the l...

Discussions

1802 0 4

Lead Management
Re: Forms 2.0 and Not Rendering with Embed

by Anna_Blanchet1 03-07-2014

We're having the same issue. Has anyone responded to your message?

Discussions

3079 0 0