Trevor_Parsell

Trevor_Parsell

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Date Last Visited
‎01-28-2020 02:05 AM
Level 6
Joined the community 24-03-2016
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Atlanta
  • solved badge Re: Issue syncing Marketo Program with Existing Salesforce Campaign

    Hey Briona, Do you have the Salesforce campaign selected under setup at the program level in Marketo?If so, have you tried updating the program status to match the activity/status that you want to track?What error message are you getting if the sync isn't occurring?Thanks!Trevor

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  • solved badge Re: Issue syncing Marketo Program with Existing Salesforce Campaign

    Hey Briona,To update the statuses in Marketo you can go to Admin>Tags>Channel and choose the channel that your program is associated with. You could update the "Email" channel to have statuses of "Sent" and "Responded". However, like Loren recommended, I would suggest using more detailed statuses in...

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  • solved badge UTM Tracking for Unknown Page Visits

    Hello,We are working on a project that will require detailed tracking of everyone visiting pages from various web/ad campaigns. I have created the standard utm fields in Marketo and added them to forms to capture where known leads are coming from.However, we also want to be able to track where our a...

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  • Re: Do Marketo smart campaigns have the capability to react on data va...

    Hey Sanford,What values do you choose in the source constraint to ensure you are only catching changes made via the Marketo UI?

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  • Re: Round robin assignment of Inside Sales Representative

    I'm not sure I completely understand what you are looking to do. Are you just wanting to do round robin routing at random until you select an "Account owner" who will own all future leads from that account?If so, you can use the "Random Sample" choice on the flow step to randomly assign all new lead...

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  • Re: Round robin assignment of Inside Sales Representative

    Hey Arvind,Yes you could implement the same type of routing without the Salesforce sync. Your trigger would just be "Filled out Form" or whatever other actions you consider "qualified". What are you using for a CRM?You can replace the "Sync Lead to SFDC" flow step with "Change Data Value" and update...

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  • Re: Round robin assignment of Inside Sales Representative

    Hey Arvind,I'm not aware of an out-of-the-box way to do this but I have found a work-around that will make sure leads from the same company are consistently routed to the same sales rep. It will, however, depend on how many Sales Reps you have and may not make sense for every team.The solution for u...

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  • Re: Finding leads affected by a smart campaign

    Hey Kevin,I would start by going to the lead activity log for one of the leads that was impacted. In the activity log, find the specific action you are referencing and you should see the smart campaign that caused the action under the "Campaign Name" column:Click on the campaign and go to the "Resul...

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  • Re: How can you tell if a landing page is live?

    Hey Kevin,You should be able to see this info if you go to design studio and click on the highest level landing page folder. This will show you a view of all landing pages. Those with the green check are approved (and live), those with the yellow exclamation point are approved with a draft (and live...

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  • solved badge Re: Master Lead Assignment Smart Campaign

    Hey Malik,We have come across similar challenges in the past. One solution is to use interesting moment tokens to pull in the action and assets that triggering the alerts. The Marketo Doc outlines those tokens and how they can be used:Tokens for Interesting Moments - Marketo Docs - Product Docs For ...

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Public Statistics
Date Registered ‎03-24-2016 05:49 AM
Date Last Visited ‎01-28-2020 02:05 AM
Total Messages Posted 163
Likes Received 142
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