stacenic

Level 3

Joined the community 17-02-2020

Level 3

Marketing Operations Manager

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Re: syncing SFDC tasks & activities to MKTO

by stacenic 08-06-2020

thank you for the reply! We want to take tasks that our sales team has set (or completed) in SFDC and have it sync over to MKTO - in order to move people through our stages. So for SAL - on the MKTO side - in order to be in this stage - we want to see that sales is actively reaching out to the prosp...

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syncing SFDC tasks & activities to MKTO

by stacenic 08-05-2020

Hi!Has anyone synced their SFDC activities to MKTO? Specifically I am building prospect lifecycle campaigns in MKTO - one of the criteria is knowing when there has been a touchpoint from sales - ie a dial or email sent (which we can see in SFDC). Is there a way to sync this and if so how have you se...

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3348 0 3

prospect lifecycle sfdc activity sfdc sync
Re: SFDC Responded Value & Marketo program statuses

by stacenic 08-04-2020

Thank you! That's what I thought

Discussions

2301 0 0
SFDC Responded Value & Marketo program statuses

by stacenic 08-04-2020

If a MKTO program is synced to a SFDC campaign - can you make changes to the statuses seen in SFDC & have that sync over to MKTO? For instance - for live event the values are: -Not in program-registered -waitlisted-attended-no showIn SFDC I want to create a responded value called "booth visit" - if ...

Discussions

2311 0 2
blocked records in program

by stacenic 07-30-2020

question - I need some clarification around PEOPLE and BLOCKED when creating a smart list for an email program (same can be true for engagement program) are PEOPLE the total number of records that fit the criteria I set but then I need to subtract the BLOCKED to get the true number of records that w...

Discussions

1873 0 1
Re: Marketo Plain Text Emails - Stacking Replies

by stacenic 07-16-2020

Thank you for your reply! That's what I figured - it's not something we can do but can potentially "fake" although it will be up to the actual email application on whether they will stack the emails.

Discussions

2389 0 0
Marketo Plain Text Emails - Stacking Replies

by stacenic 07-15-2020

Hi All!Has anyone sent plain text emails via marketo for an email campaign, and have it look as if the follow up (or second email) to the first plain text email that's sent, is a reply? For instance, in gmail, when I sent an email to someone & they don't answer, I'll send a second email in that thre...

Discussions

2418 0 2
Re: List Import Marketo - do not want to overwrite existing fields

by stacenic 06-16-2020

Thank you for responding! So if I update the field to say block when uploading a list - as long as the record already exists in Marketo, and the corresponding field already has a value, then there will be no updates. But if the field is blank then an update will be made?

Discussions

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List Import Marketo - do not want to overwrite existing fields

by stacenic 06-16-2020

Quick question - I am sure many of you have imported lead lists into Marketo (that are then synced over to salesforce). When importing a list of leads - I want to be sure if the record already exists in our Marketo instance - that some of the existing values are not overwritten - ie if Lead Source a...

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Remove Members from Program through Salesforce

by stacenic 05-21-2020

Question - we sync our Marketo programs to SFDC campaigns through the "set up" tab & "sfdc campaign sync". If I remove people from the sfdc campaign - will they then be removed from the Marketo program? We have some people we are seeing as marked "responded" that shouldn't be in the campaign/progra...

Discussions

2328 0 2