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Great piece Robb Barrett PRD. We use a similar process to capture lots of the one-off preferences for the dozens of live events our marketing hosts each year. I love keeping the number of fields down! (Now if I just convince my Salesforce admin to do the same I'll be set).
Hi ayca Yuksel - what do you currently use Lead Status for? In the Marketo instances I've managed, Lead Status was a field that sales reps would update. We'd then use those updates in Marketo to change Lifecycle Statuses. For example, here's my current triggers for updating Lifecycle Status to SAL:...
There hasn't been much to laugh about this week but this post got me!
In a past role I found some good results sending on Sunday evening. This was B2B marketing to real estate agents. These weekend sends worked best for events - we saw a statistically significant lift in getting agents to register for webinars happening in the immediate week using a Sunday evening sen...
Hey Ajay Sarpal sorry for the delay. Cascading assignment rules would look something like this! These smart lists would just be the logic that determine which reps get which leads.
Sure thing. It was at a company I'm no longer at, so I'll mock up something similar this afternoon and post some screenshots.
Hi Ajay Sarpal - it can be done! I strongly second all the recommendations to have Salesforce handle lead assignment, but I've been in a situation where we handled complex lead assignments within Marketo. The rules you have are thankfully fairly simple - just create some smart lists with the logic...
Oh goodness, I cannot think of a good reason why this is happening. Good luck troubleshooting with Support.
Jessica Biblis - the answer you got from support doesn't make sense to me either. I ran into a problem similar to this in a overly-complicated smart campaign with multiple wait steps. In my case, a wait step was ignored because we added and removed multiple actions in from the smart campaign after ...
Hi Samantha McCollough, This isn't really a Marketo metric, but it is very important to my role as a marketing ops manager - campaigns launched within SLA. A large part of our Marketo rollout was getting the marketing team to adhere to a new campaign submission, testing, and launch process, and I'm ...