SydneyMulligan

SydneyMulligan

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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
  • Re: OFT file type to link to that will work outside of Outlook

    What are you trying to accomplish? Sanford is right that you cannot attach anything to a Marketo email, but you can link to a hosted file. Maybe we can think of a work-around.

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  • solved badge Re: SSO user creation

    Hi Bruce! I used Okta at my last org and still created user profiles in Marketo for each user. Marketo didn't send them an invite because SSO was turned on (even though it looks like it will send them an invite, it doesn't). Then I gave my IT guy managing Okta their Marketo login email address and h...

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    3081 1 2
  • Re: GDRP, Sales Imported Leads, and Salesforce Sync

    Hi Erik, Rather than witholding sales created leads from Marketo, I would allow them to sync but keep them Marketing Suspended until they fill out a form. Blocking them from existing in Marketo would cause a duplicate to be created in your CRM when the lead does fill out a Marketo form.

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    1816 2 1
  • solved badge Re: how does campaign name display

    Anytime you reference a Smart Campaign that is a local asset of a program, it will need to be prepended with the program name. You can change the channel after the fact, but it is a pain. You have to remove all references to program status in the program (Flow steps, smart lists, etc.), change the c...

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  • solved badge Re: Marketo creating leads in sfdc

    Ha, no worries Dan! Happens all the time

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    3531 2 0
  • solved badge Re: Lead lifecycle

    Hi Candace!Your lead lifecycle can be totally customized however you'd like it to be. The way I have seen lead lifecycles formatted in the past is exactly how you describe, there's a routing campaign that asses a lead's qualifications and sorts them into the correct status from the start - they won'...

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    2229 1 0
  • Re: Marketo Event Check-in App

    Hi Niti!You would need to connect the app to your Marketo production instance. You would do this by creating a user with Event Mobile App privileges and using that to login to the app. Once you are in, as Kevin mentioned, you'll see a list of events that are scheduled for the next 7 days. Hope that ...

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  • Re: Lead Status in SFDC

    Hi Amelia!You can run a Smart Campaign with the following logic: Smart list: Lead Status is Nurture, Unsubscribed is TrueFlow: Change Data Value - Lead Status - UnqualifiedHope that helps!Sydney

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  • solved badge Re: Marketo creating leads in sfdc

    Hi Candace!Good question. When Marketo creates the new lead (in this example, via form fill) it will look in the Marketo database to see if that lead already exists before creating a new one. Marketo only de-dupes on email address, so if Marketo sees another lead with that email address, it will ass...

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    3531 1 2
  • solved badge Re: I want to change Favicon

    When I turned off the default favicons in Admin, it still didn't update on my Landing Pages. Turns out the page needs to go to draft mode and be reapproved for the change to take effect, but updating that setting doesn't actually push the pages to draft mode. So I made a small edit to the template a...

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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