Trevor_Parsell

Trevor_Parsell

Contact Me
Online Status
Offline
Date Last Visited
‎01-28-2020 02:05 AM
Level 6
Joined the community 24-03-2016
Rank Icon Level 6
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

    image_type
    Discussions
    2567 0 0
  • 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...

    image_type
    Discussions
    2567 1 0
  • 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...

    image_type
    Discussions
    3307 0 1
  • 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?

    image_type
    Discussions
    2679 0 1
  • 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...

    image_type
    Discussions
    3428 0 2
  • 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...

    image_type
    Discussions
    3428 0 4
  • 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...

    image_type
    Discussions
    3427 0 6
  • 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...

    image_type
    Discussions
    1915 1 1
  • 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...

    image_type
    Discussions
    1816 2 0
  • 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 ...

    image_type
    Discussions
    1683 1 1
Sort By
  • Boost 50 Boost 50 Earned on 2.08.21 Earned by 204 people Select to learn more
  • Boost 25 Boost 25 Earned on 2.08.21 Earned by 356 people Select to learn more
  • Boost 10 Boost 10 Earned on 2.08.21 Earned by 710 people Select to learn more
  • Boost 5 Boost 5 Earned on 2.08.21 Earned by 1228 people Select to learn more
  • Boost 3 Boost 3 Earned on 2.08.21 Earned by 1811 people Select to learn more
  • Boost 1 Boost 1 Earned on 2.08.21 Earned by 4004 people Select to learn more
  • Applaud 5 Applaud 5 Earned on 2.08.21 Earned by 1844 people Select to learn more
  • You're It You're It Earned on 2.04.20 Earned by 1872 people Select to learn more
  • Onboarding Onboarding Earned on 2.04.20 Earned by 250 people Select to learn more
  • Likely Voter Likely Voter Earned on 2.04.20 Earned by 217 people Select to learn more
  • Influencer Influencer Earned on 2.04.20 Earned by 638 people Select to learn more
  • Ideator Ideator Earned on 2.04.20 Earned by 368 people Select to learn more
  • Groupie Groupie Earned on 2.04.20 Earned by 5320 people Select to learn more
  • Helpful - Legacy Badge Helpful - Legacy Badge Earned on 2.04.20 Earned by 293 people Select to learn more
  • Get Comfortable Get Comfortable Earned on 2.04.20 Earned by 146 people Select to learn more
  • Bookworm Bookworm Earned on 2.04.20 Earned by 848 people Select to learn more
  • Appreciative Appreciative Earned on 2.04.20 Earned by 560 people Select to learn more
  • Seal of Approval Seal of Approval Earned on 1.30.20 Earned by 156 people Select to learn more
  • Validate 50 Validate 50 Earned by 4 people Select to learn more
  • Shape 50 Shape 50 Earned by 7 people Select to learn more
  • Publish 20 Publish 20 Earned by 13 people Select to learn more
  • Ignite 30 Ignite 30 Earned by 61 people Select to learn more
  •  Give Back 25 Give Back 25 Earned by 332 people Select to learn more
  • Affirm 25 Affirm 25 Earned by 51 people Select to learn more
  • Publish 30 Publish 30 Earned by 7 people Select to learn more
  • Ignite 20 Ignite 20 Earned by 116 people Select to learn more
  • Give Back 50 Give Back 50 Earned by 176 people Select to learn more
  • Affirm 50 Affirm 50 Earned by 25 people Select to learn more
  • Validate 100 Validate 100 Earned by 3 people Select to learn more
  • Publish 40 Publish 40 Earned by 6 people Select to learn more
  • Ignite 40 Ignite 40 Earned by 42 people Select to learn more
  • Give Back 100 Give Back 100 Earned by 108 people Select to learn more
  • Publish 50 Publish 50 Earned by 4 people Select to learn more
  • Ignite 70 Ignite 70 Earned by 19 people Select to learn more
  • Give Back 300 Give Back 300 Earned by 41 people Select to learn more
  • Validate 250 Validate 250 Earned by 3 people Select to learn more
  • Publish 70 Publish 70 Earned by 4 people Select to learn more
  • Ignite 60 Ignite 60 Earned by 24 people Select to learn more
  • Give Back 400 Give Back 400 Earned by 33 people Select to learn more
  • Publish 1 Publish 1 Earned by 157 people Select to learn more
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
Likes from