Anna_Blanchet1

Level 4

Joined the community 25-11-2013

Level 4

Marketing Automation Strategist

Chicago, IL

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Re: How to filter an email campaign?

by Anna_Blanchet1 12-01-2016

Thanks Gerard! Bryce Kuck - did my suggestions work for you? If so, please mark as the correct answer to help Marketo users who might have the same question in the future.

Discussions

2842 0 0
Re: How to filter an email campaign?

by Anna_Blanchet1 11-29-2016

Hi Bryce,Do you have a smart campaign that changed the lead's status to "registered"? If so, check out the results tab within the smart campaign. You can sort the data by the Date/Time field and/or export the information into excel for further review. Alternatively, you can create a smart list with...

Discussions

2842 2 2
Re: Big Marketo pt 1: User Roles for large user bases

by Anna_Blanchet1 11-23-2016

Great information and love the level of detail, Robb! I'll be interested in reading your future posts on program creation and work spaces. We're testing work spaces and lead partitions now in preparation to market in Canada.

Blogs

1779 0 0
Re: Channel / Program Status Best Practices - Part 2

by Anna_Blanchet1 02-19-2016

Great idea to use the same number on multiple steps. I didn't realize that was a possibility!

Blogs

5887 0 0
Extend Mobile Check In App to Smart Phones

by Anna_Blanchet1 02-11-2016

Currently the mobile check in app is only available on tablets. It would be great if the app was available for download on smart phones. For example, we have more than 50 branches across the US that host multiple events throughout the year. It would encourage employees to provide final attendee numb...

Ideas

1657 10 2
Re: Munchkin code implications when your IP address changes

by Anna_Blanchet1 01-11-2016

Hi Sanford,I encountered the same question while trying to explain munchkin code to our development team. They proposed that if the IP address is masked, we won't be able to associate web visits to a known lead unless they fill out a subsequent form.I thought the munchkin code was cookied to the IP ...

Discussions

2045 0 1
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

Discussions

2182 0 0
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

2309 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

2535 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

2900 0 3

Lead Management