Jazmine_Moore
Level 2
Hoffman Estates, IL
Marketing & Sales Technology Manager
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Re: Smart List

by Level 2 in Product Discussions
‎12-12-2018 11:46 AM
‎12-12-2018 11:46 AM
Hi Soledad.  I use the field "SFDC Type".  If a person has synced to Salesforce, their SFDC Type would be Lead or Contact (in my instance).  So to pull a smart list of people who have not synced to SFDC, my filter would be SFDC Type "IS EMPTY". ... View more

Re: Can I create a smart list to determine who vis...

by Level 2 in Product Discussions
‎03-06-2018 07:07 AM
‎03-06-2018 07:07 AM
Hi Ranae, Try two filters: Filled Out Form and Visited Web Page. Filled Out Form: Form Name is: Web Page is: [landing page] and Visited Web Page Web Page is: [landing page] Referrer is: [blog post] ... View more

Re: Import Notes to Existing Leads

by Level 2 in Product Discussions
‎08-21-2017 08:59 AM
1 Like
‎08-21-2017 08:59 AM
1 Like
I would create a new custom field, as Balkar said, named something like "Notes Temp" (Text type).  Import new notes into "Notes Temp" and then have a smart campaign that concatenates the "Notes Temp" and "Notes" together. Smart list: Trigger - Person is created Trigger - Data Value Change > Attribute = "Notes Temp"; New Value = is not empty Filter - Notes Temp is not empty Flow: Change Data Value > Attribute - Notes; New Value = {{system.date}}-{{lead.Notes Temp}} | {{lead.Notes}} ... View more

Re: How to Add Marketo Certified Expert status on ...

by Level 2 in Product Discussions
‎05-16-2017 09:19 AM
‎05-16-2017 09:19 AM
Hello Janet Dulsky , I have received my MCE Certification:  Marketo Certified Expert 2017 on Sun May 14 15:47:46 MST 2017 .   This is under a different email than my profile however.  Can you please add the certification level to my profile? Thanks, ... View more

Re: Marketo Sales Insights - Exporting the Informa...

by Level 2 in Product Discussions
‎04-28-2017 05:54 AM
‎04-28-2017 05:54 AM
I wasn't aware that this didn't require a sign in.  Our sales reps do not have access to Marketo, so if there is a way to send it without them needing an account, I think that would be best. ... View more

Marketo Sales Insights - Exporting the Information

by Level 2 in Product Discussions
‎04-27-2017 03:01 PM
‎04-27-2017 03:01 PM
We use Marketo Sales Insights connected with our SFDC to show additional information about each new lead.  Example information:  Points history, how the lead received the points, webpage visits, emails they were sent, etc.  Unfortunately, only marketing has visibility to Marketo Sales Insights, so our LDR has been sending screenshots of this information.  Is there a way that we can export this information in a file to send to sales reps?  ... View more
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Date Registered ‎08-09-2016 06:05 AM
Date Last Visited 2 weeks ago
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