SydneyMulligan

SydneyMulligan

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Offline
Date Last Visited
‎12-20-2021 01:46 PM
Level 10 - Champion Alumni
Joined the community 16-07-2015
Rank Icon Level 10 - Champion Alumni
Manager, Operations Consulting Services
New York, NY
  • solved badge Recommendations for Data Normalization

    What kinds of things are you doing for data normalization? My company is fairly new to Marketo, though I have been using it for over a year at different companies. My previous instance was very mature and had ReachForce and many different data normalization programs set up for state, country, etc. a...

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    2884 0 3
  • Re: Blocking leads from Mkto to SFDC

    I know you can work with support to set up a sync filter based on specific criteria. I know ours is set up so that there are certain leads we keep in Salesforce that we do not want in Marketo. We set up a check box field called "Block from Marketo" and support configured our sync so if that field is...

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    Discussions
    2103 0 4
  • solved badge Project Management Software

    Is anyone using a project management or content management software that they love? In particular, is anyone using Percolate? We are researching some Project Management solutions but would love to hear from this community about your experiences while we are evaluating.

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    Discussions
    4691 2 14
  • Re: Nurture campaign segmentation question

    I know there is a way to do this, but you have to be using the right type of field to do it. I use something like this to pull a report of leads that are signed up for a recurring webinar, but the date they selected is Today. The field type has to be date: Is your field set up that way?

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    1585 1 0
  • Re: batch delete leads?

    Are you just asking how to batch delete a group of leads? Just hold down SHIFT and click the beginning and then the end of the group you want to delete. If it's everyone in the list, there is a "Select All" button at the top usually. Then you can right click on the group, go to "Special" and then "D...

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    Discussions
    3455 0 1
  • solved badge Re: Hiding forms for known visitors, but still requiring some fields.

    Hi Michelle, Can you provide a little more detail about what is happening when you attempt to embed the second form into the If Known User custom HTML?

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    3438 0 0
  • solved badge Re: Hiding forms for known visitors, but still requiring some fields.

    From what I understand, you don't need to use Progressive Profiling to use the Visibility Rules. Just add the State field to your form AFTER the Country field, and enable Visibility Rules for the State Field. You will set it to Show the field only if the Country field is populated as United States. ...

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    6845 0 0
  • Re: preventing progressive forms overwriting records

    Right, which is where using the {{form.NotYou}} token is helpful - shown by default in the "If known visitor" HTML - as @Grégoire_Michel suggested. Just offering an alternative idea if that's not what she was asking.

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  • Re: preventing progressive forms overwriting records

    You might also want to look into your field manager and block updates from form fills for the Email Address field.

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    1517 0 3
  • solved badge Re: Hiding forms for known visitors, but still requiring some fields.

    Just note that if you go this route, you need to include BOTH forms in your Smart Campaign that is tracking form completions.

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    6845 2 0
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Public Statistics
Date Registered ‎07-16-2015 06:20 AM
Date Last Visited ‎12-20-2021 01:46 PM
Total Messages Posted 353
Likes Received 310