About omarsanchez

omarsanchez

Hello everybody! I'm trying to customize the person detail page tabs to show different categories of fields more related to my clients business. I read in the documentation that these tabs can change from the CRM if it's Salesforce or Dynamics, but my client doesn't have a CRM sync yet, is it possible to customize it? Other than that, my client want's to hide certain fields in the person detail page depending on the workspace that the user is in, is this possible? Thanks! Omar

omarsanchez · ‎03-05-2021

Hello Grégoire This is interesting, I'm facing a similar issue with a client. Do you mean creating a custom field to flag the workspace/partition each user is in? how would that work to hide fields between partitions? Thanks Omar

omarsanchez · ‎02-11-2021

Hello everybody! I got an interesting use case. I got external info provided via API from a subscriber's appointment (date, details, address, email). To not create more DB fields thought that the best option will be to create a custom object with the details of the appointment since is going to be a "one-time thing". So one of the custom object fields is the appointment date. I'm able to drag it as a local program token but as an email script token. Is there a way to convert this date field into a sendable calendar file? perhaps something with a Velocity script? If you guys have a better workaround than using the custom object, any idea is helpful. Thanks!

omarsanchez · ‎02-05-2021

Hello everybody! I have a client based in the US and we are exploring the possibility of a Marketo integration to handle SMS campaigns. In your experience, what's the best one? why do you recommend it? and what are the things that we should take care of while using it? Thanks in advance! Omar

omarsanchez · ‎02-02-2021

Hello Katja In the case of having single records divided by partitions, it will cause issues as well right? is it true that having a single record in different partitions can only be assigned to one program at a time? Thank you very much for your answer Omar

omarsanchez · ‎01-29-2021

I have a client use case that is using 3 different workspaces for different brand strategies, and each workspace is pointing to its own leads partition. I understand that the subscription centers are linked to the leads partitions, but in this case, a lead can be a subscriber in more than 2 partitions at the same time. the question is, instead of having a subscription center per partition, can we have one center to allow the user to change their communication preferences, subscribe or unsubscribe from the partitions?

omarsanchez · ‎01-11-2021

Hello Do you guys have any documentation about the creation of customer journey maps in Marketo? I've found a couple of articles about the strategy for creating the mapping but nothing about the creation of the flowcharts automatically within Marketo. I read that there is an integration with Mixpanel, but not sure if there is a default tool. Thanks

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Date Registered	‎01-08-2021 03:52 PM
Date Last Visited	2 weeks ago
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Customization on person details page

Re: Multiple Workspaces and Custom Fields

Custom object date field token as a calendar file ...

What's the best integration for SMS with Marketo f...

Re: Is it possible to have one subscription center...

Is it possible to have one subscription center hav...

Marketo journey mapping tool