mk

mk

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Date Last Visited
‎08-20-2024 01:51 PM
Level 2
Joined the community 04-08-2020
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  • Getting Account Behavior Score Into Salesforce

    Hello,My team is looking for a way to pull account behavior score (Found in marketo's named account report in Target Account Reporting) into Salesforce for our sales team to view. I considered building a new field and having it populated with this data, but it doesn't seem to be an option and I unde...

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  • Salesforce Leads vs. Contacts

    Hi,My B2B company uses Salesforce for CRM and we have it set up so that there are leads and contacts. Almost all of our targeting is done on an account level rather than on an individual level, and we are working on our entrance into the ABM world so we would like to explore all options before getti...

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    1772 0 1
  • solved badge Can I exclude certain words in form prefill?

    Hi,I was wondering if there is a way to have form prefill enabled, but exclude certain words from being prefilled. We use "not entered" on CRM imports to bypass required company and last name fields, but we want to make sure that if someone was created from a CRM import and has a last name or compan...

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    Discussions
    1641 0 1
  • One email, two smart campaigns?

    Hi,I wanted to know if I could send the same email twice using different smart campaigns. The email is an asset of a program, it is not in an email program. We sent an email on the wrong day but wanted to send it on the correct date, so we cloned the incorrect program and scheduled it for the correc...

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    Discussions
    911 0 1
  • solved badge Marketo internal update suggestions?

    Hi there,My company has been working inside of marketo for about 6 months now and we have finally got the basics built out and mastered them. However, we are wondering what the next steps should be in order to get past just a baseline level of using the program. We have built and tokenized templates...

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    Discussions
    1992 0 2
  • Email Reporting Capabilities: Reach, Opens, CTR?

    Hi everyone, I'm looking for a way to get a report of reach, opens, open rate, and CTR for different categories of emails over a certain time frame. I have each email type tagged so theoretically I should be able to see reports in Performance Insights or Program Performance areas, but either I can't...

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    1853 0 1
  • solved badge Auto-Assign Account Tiers

    Is there a way to automate the assignment of account tiers? We've created a field for account tier and can manually assign them to accounts as we go, but this is time-consuming. We are looking for a way for Marketo to automatically assign the tiers based on the account scoring system we've set up. T...

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    1252 0 1

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Public Statistics
Date Registered ‎08-04-2020 06:18 AM
Date Last Visited ‎08-20-2024 01:51 PM
Total Messages Posted 7