Bruce_Jeffers

Bruce_Jeffers

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Date Last Visited
‎10-11-2022 07:30 PM
Level 4
Joined the community 19-11-2014
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Austin, TX
  • Re: Trigger Smart Campaigns Aren't Working

    Our instance is dealing with something very similar. Batch and Requested Campaigns are flat out missing some leads that they should be catching for processing. I'm going to follow this thread to see the result. I have my own support ticket open on this issue as well.

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  • Re: Tracking lead source & organic search

    "I don't understand all the mechanics, but I was hoping this is information that Marketo would capture as an anonymous visitor and then pass it along on form fill-out."Jeff Day - In my experience the Marketo munchkin code does usually do this. Are you not seeing those results with your pages & activ...

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  • Re: Deleting Invalid Leads

    You could also specify to have Marketo delete the leads from your CRM as they delete from Marketo. However if you don't want the leads to be deleted from your CRM (deleted from Marketo only), then as suggested above you'll need to make sure your CRM can be set up to "not see" the leads that are bein...

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  • Re: Quick Reference Guides/Cheatsheets for Salesforce Data & Smart Lis...

    Megan, here's a good collection of Marketo help articles that will explain what Smart Lists are, how to build them, why use them, etc. I'd share this with your team or include it in your documentation.https://community.marketo.com/MarketoDeepDive?id=kA5500000008T1aCAESince the Salesforce fields that...

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  • Re: Setting up Smart List filters correctly

    To your first question about the logic.....yes that's how it would read. Must have all of the first 4 together PLUS either 5 or 6.Your second logic setup would be read: Must have all first 4 together OR have one of 5 or 6. The second setup would not require 1-4, or would not require 5 or 6. If ei...

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  • Re: CRM Users - Best Practices for Deleting Marketo Hard Bounces and D...

    Bummer... Did you get any notifications of a sync error? Was the lead status field mapped to CRM? Do you have any settings in CRM that would have blocked certain field updates from Marketo?

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  • Re: Count of leads in wait steps

    deleted my reply....someone posted at same time as me, with a better answer 🙂

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  • Re: Setting up Smart List filters correctly

    Try using Advanced filter logic like this:((1 and 2 and 3 and 4) and (5 or 6))I think that might do it, if I'm understanding your question correctly.

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  • Re: Count of leads in wait steps

    You can see this if you click on a Smart Campaign and then look in the Status window to the right.Is that what you were referring to?

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  • solved badge Re: How do I export a list of existing entries for my custom field?

    There may be an easier way than this....but here goes:I'd create a custom view in the Lead Database which just shows that one field. Then I'd export the entire database into Excel (making sure to only use this particular view). This will export just that one field value for every single lead, and t...

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Public Statistics
Date Registered ‎11-19-2014 02:12 PM
Date Last Visited ‎10-11-2022 07:30 PM
Total Messages Posted 99
Likes Received 39
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