Jroscoe

Level 2

Joined the community 07-03-2020

Level 2

Digital Marketing

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Re: Lead Source workflow based on UTMs and no UTMs

by Jroscoe 08-04-2023

Hi @Darshil_Shah1 I am using the UTM data to write the source value and blocking field updates to Original Source value when it is overwritten. My flows will populate current lead source based on UTMs and program status change. Since the event registrations will be driven by digital sources - I wan...

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2002 0 1
Lead Source workflow based on UTMs and no UTMs

by Jroscoe 08-04-2023

Hi - I am automating my lead source workflows based on program status changes and UTMs. For event registrations, I'd like the workflows to first populate the lead source based on the UTM source that drove the registration. If there is no UTM, I'd like to use the event channel to populate the lead s...

Discussions

2026 0 3

person source UTM Autopopulation
Re: Marketo LinkedIn Integration Fields Question

by Jroscoe 06-16-2023

Hi WY - we do this exact thing. The LinkedIn URL is first captured on the Lead Gen Form. We created a custom LinkedIn URL field in our CRM, so it would map to Marketo, and we wanted it visible to our Sales teams. That field is mapped to the LinkedIn URL field in our field mapping integration. (us...

Discussions

3428 1 1
Re: Track persons assigned for follow-up in Marketo Program

by Jroscoe 11-03-2022

Thanks Darshil. This separate status will do a much better job of helping us keep track of traditional Marketo program success vs. assigned.

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1810 0 1
Track persons assigned for follow-up in Marketo Program

by Jroscoe 11-02-2022

Hi - I would like to know the best way to track in the Marketo program which persons have been assigned for follow-up by Sales in SFDC for multiple program types. The issue is the program success status isn't always an indicator of a person being added to SFDC for follow-up. Example - if a person fr...

Discussions

1840 0 3

Programs reporting SFDC Campaign Member
Re: Fix form checkbox styling

by Jroscoe 01-12-2022

Found the answer here and it works perfectly Solved: Add form check field with hyperlink to privacy pol... - Marketing Nation (marketo.com)

Discussions

1793 1 0
Fix form checkbox styling

by Jroscoe 01-12-2022

Hi - I am adding a checkbox to a form for a Marketo landing page template. Something in the landing page template CSS is causing the checkbox styling to put the text and the checkbox field in separate columns. We can't change the CSS that the landing page is referencing. 1. Is there a way to overr...

Discussions

1803 0 1

css form editor