James_Glavin

Level 5

Joined the community 02-10-2014

Level 5

Boston

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Re: Tokens in Event Programs

by James_Glavin 02-18-2015

Wow, thanks Justin - emailing you now!

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4114 0 0
Re: Tokens in Event Programs

by James_Glavin 02-18-2015

Thanks Josh, for the thorough response! Where would I set these tokens up? We have a folder which holds all our event programs - do I set the tokens up at the parent folder level, or at the program level?

Discussions

4114 0 0
Tokens in Event Programs

by James_Glavin 02-18-2015

Hi there,I wonder if someone would be willing to share the way that they set up event programs, particularly use of program tokens. As a relatively new user of Marketo (not sure how long I can keep saying that!) I'm trying to wrap my head around the best way to set our various event programs up. We ...

Discussions

4445 0 7

Lead Management
Re: Problem with adding columns to report

by James_Glavin 02-13-2015

Thank you both again! Really appreciate the detailed answers. I agree that a smart list works better in this instance, so when our sales team can subscribe to these, that would be perfect. I was trying to avoid having to do a weekly export, which is why I started looking at doing this with a report ...

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2563 0 0
Re: Problem with adding columns to report

by James_Glavin 02-13-2015

Thanks Nate and Laura for your speedy response!In this example, I chose (I think!) a Lead Performance Report type, which might explain why I don't have more columns available to me.What I'm actually trying to do is build a report that I can share with our Sales Team, which shows them which of their ...

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2563 0 0
Problem with adding columns to report

by James_Glavin 02-13-2015

Hi there,I'm starting to build reports for the first time in Marketo, and am finding it difficult to customize them in the way I want. I want to add additional columns to the report, but when right clicking on the column header (as this article suggests), I only have the option of including one colu...

Discussions

2656 0 6

Lead Management
Changing the 'Autofill this form...' legend

by James_Glavin 02-06-2015

Hi there,We use the social autofill option on our form, and wondered if it's possible to change the legend, which currently reads "Autofill this form by signing into your social network" - we'd like the ability to change this text.Does anyone know if this is possible?Thanks!James

Discussions

1093 0 2

Lead Management
Re: Best way to share email campaign activity with Sales team

by James_Glavin 01-22-2015

Thanks for all the responses. Dan, I fear you are right about the limitations of MSI and Dynamics. I'd also love for some MSI gurus to weigh in!

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2220 0 0
Re: Best way to share email campaign activity with Sales team

by James_Glavin 01-22-2015

Thanks for the replies.Dan - we have Sales Insight. How would a sales rep use it to pull a list of everyone who opened email X?(We're very new to Marketo, so thanks for responding to the newbie questions!)

Discussions

2220 0 0
Best way to share email campaign activity with Sales team

by James_Glavin 01-22-2015

Hi everyone,How do you share details of marketing emails open/clicks with your Sales Team? My sales team would like to be able to see within the CRM everyone who has opened or clicked on a specific email so that they can follow up with them. What's the best way of doing this? The only way I can thin...

Discussions

2238 0 6

Lead Management