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
Rank Icon Level 6
Atlanta
  • solved badge Re: Filled out form - landing page segmentation

    Hey Jennifer,If you have a field that stores the "NA-CAT" region information for each lead, you can add that field as a hidden field and enable the pre-fill functionality. The Country/Region info should then populate in the hidden field for that person when they arrive at the form.You would then cre...

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    5292 0 5
  • solved badge Re: Update Registration Status by sending Daily Email

    Hey Becky,These are sent very early in the morning on the day(s) you choose. As far as I know there isn't a way to control for what time to send these. Someone please correct me if there is a way!If you want to see all the subscriptions you have, you can click on "Marketing Activities" and select th...

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    2605 2 1
  • solved badge Re: Update Registration Status by sending Daily Email

    Hey Becky,You should be able to create a smart list subscription and send it to anyone you would like. You would just need to create a smart list with the filter"Member of Program" and add the constraint "Program Status is Registered".You can then right-click the smart list and select "Create New Sm...

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    2605 2 3
  • Re: Setting Up Trigger for SFDC

    Hey Tara,Based on your example above, you would first need to create the "MQL" field in Salesforce and make sure it is synced to Marketo. An alternative would be to use the "Lead Status" field in Salesforce and have a status for "MQL" for those that score over 70 and a "Nurture" status for those und...

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    1732 2 0
  • Re: Report that reflect the time (in addition to date) a link was clic...

    Hey Jamie,Are you marking these clicks as an "Interesting Moment"? If so, you could pull a report of these clicks and include the "last interesting moment date" field. You can also include last interesting moment description to verify the correct action is being pulled in.Why are you trying to get t...

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    1187 0 0
  • solved badge Re: Creating a Cancel Registration-form

    Hey Laura,What is the current process people go through to cancel registration? Are they sending you an email and you manually remove them from the program?You could create a landing page with a simple form or button and set up a smart campaign to remove people from the program when the "Cancel Regi...

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    4481 1 1
  • Re: Marketo DB Export

    Hey Osama,You can export your Marketo database by going to Lead Database>System Smart Lists>All Leads>Click the "Leads" tab then select the export button at the bottom.Thanks!

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    6567 1 1
  • Re: Web personalization Segment : people who visit 2 pages out of 4

    Hey Greg,I believe this would work for what you are trying to do.Smart List Logic:(1 and 2) or (3 and 4) or (5 and 6) or (7 and 😎FiltersFilter 1: Visited Page 1Filter 2: Visited Page 2, 3, or 4Filter 3: Visted Page 2Filter 4: Visited Page 1, 3, or 4Filter 5: Visited Page 3Filter 6: Visited Page 1, ...

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    2263 0 1
  • Re: Send Alert

    Hey Chiara,The tokens used in the alert email will by default show the value in that field even if it was not updated in the most recent form. Some alternatives could be:1. Making the field required so it must be updated or confirmed before the form is submitted.2. Clearing out the old values if the...

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    2955 0 0
  • Re: Web activity not syncing from Marketo to SFDC

    Hey Hoi,Are you looking for certain activities to show up as interesting moments in Salesforce?

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    2576 0 1
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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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