James_Glavin

Level 5

Joined the community 02-10-2014

Level 5

Boston

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Re: Sales Alert Token for Web Form Fill Out

by James_Glavin 01-06-2015

Hi Josh,Thanks for your comments. I did try using Last Interesting Moment which worked about 90% of the time, but sometimes the Last Interesting Moment was "Visited multiple web pages in 1 day", so that didn't always work. Similarly, last visited page isn't always the page that they filled out the f...

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1419 0 0
Sales Alert Token for Web Form Fill Out

by James_Glavin 01-05-2015

Hi there and Happy New Year!I've set up a Sales Alert for our sales team when a new lead is created. I wanted to include details of where the new lead came from, but I'm struggling to make this work with tokens. I can see that there's a token to say that the new lead was created through a Web Form F...

Discussions

1510 0 4

Lead Management
Re: Sales Alerts including Previous Data and New Data

by James_Glavin 12-23-2014

Thanks Josh - that's a useful work around. As Gunjan says, it's not ideal if you want to do this over a number of fields. I might add this as a new idea to see if there's a wider need for this feature in Marketo.Thanks,James

Discussions

1509 0 0
Re: Custom Field Types

by James_Glavin 12-23-2014

There's also this article which may be useful:https://community.marketo.com/MarketoArticle?id=kA050000000LOmJCAWJames

Discussions

1490 0 0
Sales Alerts including Previous Data and New Data

by James_Glavin 12-22-2014

Hi there,I'm trying to set up a Sales Alert that tells our sales team when an existing lead fills in a web form with new contact data. When this happens, the sales owner needs to look at the changes in data to decide if it requires them to take action in our CRM.I was hoping there was a way to use t...

Discussions

1519 0 3

Lead Management
Re: Inactive Leads in MS Dynamics

by James_Glavin 12-03-2014

Thanks Christina - both very helpful answers!James

Discussions

2653 0 0
Inactive Leads in MS Dynamics

by James_Glavin 12-03-2014

Hi there,I'm a new Marketo User, working with MS Dynamics CRM. Does anyone know what happens if you deactivate a lead in Dynamics? I know that inactive contacts aren't loaded into Marketo on the initial sync, but I wonder what happens if a contact is deactivate once it's already in Marketo. Is it au...

Discussions

2790 0 5

Lead Management
Re: Dynamics 2013 lead qualify functionality - anyone using custom plu...

by James_Glavin 11-06-2014

Hi Shad,We're use Dynamics and have just started working with Marketo. We're currently working through the best way of handling the lead qualification process and wondered if you had any learning from your own experience that you'd be willing to share?Thanks!James

Discussions

528 0 0
Re: Image with link on landing page

by James_Glavin 10-24-2014

Yes, this is possible. If you insert your image into your landing page, click on it, then select the 'Property Sheet' drop down (to the left of 'Insert Element'). You can add in a link URL to the property sheet.James

Discussions

618 2 0
Re: Responsive Landing Pages

by James_Glavin 10-21-2014

I'm subscribing and keen to be kept updated - fingers crossed that Marketo realize this is top priority for many of us! Thanks!

Discussions

2914 0 0