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
  • Re: Salesforce Events in Marketo?

    Hey Raj Jain​ and Yoav Guttman​The method that Gaines Murfee​ mentions above should accomplish what you are looking to do. It will require a basic understanding of Process Builder in Salesforce but once it's setup it can automate the triggering of Smart Campaigns based on Event Type in Salesforce. T...

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  • solved badge Re: Interesting Moments and CRM sync

    Hey James,That would certainly be a good starting point if integration with MS Dynamics is off the table for now. Another thing you can do is create a new "Lasting Interesting Moment History" text area field that keeps track of all intersting moments over time. You will just need to continually upda...

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  • solved badge Re: Add to SFDC Campaign - Incorrect Statuses Showing?

    Hey Kimberly,In Salesforce, have you updated the campaign member statuses under "Advanced Setup" to be exact matches for your statuses in Marketo. The default in Salesforce is "Sent" and "Responded" which makes me think these have not yet been updated. Once updated in Salesforce, these should show u...

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  • solved badge Re: Interesting Moments and CRM sync

    Hey James,To have Interesting Moments included on an alert that goes to your sales team, you would not necessarily have to have integration with CRM, since that can all be done within Marketo. However, for sales to see a small history of the lead's interesting moments within a Salesforce page layout...

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  • solved badge Re: Interesting Moments and CRM sync

    Hey James,What are you trying to do with Interesting Moments when you say "get interesting moments to work"?When I used Interesting moments in the past, they were most useful when synced with CRM for providing updates on Sales related milestones, but you shouldn't have to be synced with CRM to acces...

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  • solved badge Re: Single Form - Many Thank You Pages

    The query string is the part highlighted below:You could simply add values like these to your existing links then map the value after the "=" sign to a hidden field on your form. Then route to different landing pages based on the value being 1, 2, or 3 in the example above.Does that make sense?

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  • solved badge Re: Autofill with Cookie Value

    Hey Erik,Yes, I created "original UTM" fields and included both "original" and "last" utm as hidden fields on forms. You will autofill the "Last" utm fields with URL Parameters and autofill the Original utm fields with your stored Cookie values.

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  • Re: Change order of Engagement Stream Messages

    Hey Josh,Thanks for your help. I want to make sure I understand this. So I can use a smart list within the nested program so that the people who do not fit the smart-list criteria will automatically skip and go to the first program where they match the smart list criteria?How would I make sure they ...

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  • Re: Change order of Engagement Stream Messages

    Hey JD,Yes, that is how we originally set it up, and could work. I was wondering if there is a better way to do it using only two streams, since we may eventually be adding a lot more to each stream.Thanks!

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  • Change order of Engagement Stream Messages

    Hello,We have an engagement program set up with two streams. If someone clicks a certain message in stream one, we would like them to start with a corresponding email in stream two (Instead of starting with the first email at the top of stream two).How can we set this up so that when someone clicks ...

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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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