hillaj120

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Joined the community 26-01-2021

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Re: Drift - Custom Activities and Triggering Campaign Flows

by hillaj120 10-28-2022

Hi Darshil, Thank you for jumping in here. I actually started from a blank slate yesterday and worked through both of those documents for "New Meeting Activity" and "New Conversation Activity" and had our contact at Drift run through a sample test for us. Their test lead synced over to our connected...

Discussions

2974 0 1
Drift - Custom Activities and Triggering Campaign Flows

by hillaj120 10-27-2022

Hello everyone, We are in the process of integrating Drift live chat to our Marketo instance, but we're struggling getting direction on how we should be using the custom activities we created in Marketo in relation to the data coming from Drift and how that info should be used in our smart campaigns...

Discussions

2996 0 5

Drift
Re: Marketo Instance Migration - What to Know

by hillaj120 09-12-2022

Hi Malay, Thank you for your insights here, they are very helpful! If I may ask a few additional questions about your experience so far: - What does your direct team look like that is involved with your project? Do you have a team of 3, 5, more than that?- Did you identify a cut off for programs, ca...

Discussions

4317 0 1
Marketo Instance Migration - What to Know

by hillaj120 09-09-2022

Hello everyone, We are in the process of working to re-deploying a new Microsoft Dynamics CRM environment later this year, and as a result we are also preparing to set up and transition to a new Marketo instance. We have been in contact with our CSM with Marketo and they are aware of our project a...

Discussions

4349 2 5
Re: Lead Flow Process Structure

by hillaj120 10-08-2021

Thanks for the input everyone! This is helping build our case against trying to develop this type of lead flow process. I wasn't sure from the beginning of this process that we could accomplish this type of setup and sounding more and more like it goes against the natural order of how Marketo and CR...

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4456 0 7
Re: Lead Flow Process Structure

by hillaj120 10-05-2021

Yes we are using Marketo forms and I've been keeping the fact Marketo associates leads on email address top of mind for the team here when thinking about this process. I'm just not coming across a realistic way of making this work since we're fighting the natural current of Marketo and it's matching...

Discussions

4511 0 13
Lead Flow Process Structure

by hillaj120 10-04-2021

Hello Everyone!We are working to develop a lead flow process between our Marketo and Dynamics instances that has some unique pieces that we need help determining if it will even work between the systems. We've been asked to develop a process that when leads flow/convert from Marketo forms into Dyna...

Discussions

4562 0 15
Re: Running Trigger Campaign off Dynamics Sync Error

by hillaj120 09-24-2021

Hi Jo, Yes the error shows up in the activity log, but it's not a stored value so not sure if we can actually trigger a campaign based off of it. Something like the screenshot above highlighted. Thank you for your input!Alec

Discussions

1296 0 0
Running Trigger Campaign off Dynamics Sync Error

by hillaj120 09-23-2021

Hi Everyone, We have a question about the capability of Marketo to be able to read an error message from Microsoft Dynamics and run triggered smart campaigns based on those error messages. The example we are looking into is in our Dynamics database, if a lead is tagged as "disqualified," updates t...

Discussions

1317 0 2
Limiting Engagement Program Access for Leads

by hillaj120 09-09-2021

Hello everyone, We are in the process of developing and launching multiple engagement program nurture streams, and our Demand Generation team is looking for guidance on how to limit the cross pollination of leads and contacts that could possibly end up in more than one program. From what we gathered...

Discussions

1617 0 3