About TraceyBartz

TraceyBartz

@SanfordWhiteman I see that you are recording the Marketo Program ID on the custom object. How are you capturing that within Calendly in order to pass it to Marketo? UTMs? I'm trying to show that XYZ Program generated ## meetings booked.

TraceyBartz · ‎03-02-2021

Well update on this. The idea can be deleted. Turns out send sample email is included in the "edit email" permission, not "approve email" permission (despite Marketo Support telling me it was "approve email". Finally figured out the user was getting an error because they weren't following the instructions. But, I still think the documentation for the user permissions needs to be more clear.

TraceyBartz · ‎03-01-2021

Currently the send sample email functionality is only available to users with the "approve email" permission. Send sample needs to be its own separate permission. When we onboard new users in Marketo we start them on a restrictive permission set so they can edit emails, but not approve anything. For their first few weeks they need to get their emails and programs reviewed before approving. Part of the review is sending sample emails. Right now they can only send samples if we give them approval ability.

TraceyBartz · ‎03-01-2021

Hey Shane - we recently implemented this in our instance and I'd be happy to chat with you if you have any questions.

TraceyBartz · ‎02-23-2021

As of January 2021 continuous audience sync is available, but it's only available for static lists. Would love to see this introduced to smart lists as well.

TraceyBartz · ‎02-03-2021

Yes, just make sure approve the test. Once approved the test will be used in all casts of the stream until you declare a winner.

TraceyBartz · ‎01-25-2021

I agree with @Katja_Keesom that having the extra node makes it much easier to explain to people that there are actually two different assets and the implications of that. I do think that having the node makes the draft stand out more if you are just glancing through the tree. The color icon differences are subtle enough that its easy to miss if you are quickly scanning the tree rather than intentionally looking at a specific asset for its status.

TraceyBartz · ‎01-13-2021

In the new UI there isn't a separate node, just a different icon color. I haven't noticed it causing issues for me or my team but not sure if this would be problematic for people who are color blind??

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