SaraRoulston

SaraRoulston

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Date Last Visited
‎06-08-2022 12:36 PM
Level 2
Joined the community 26-01-2021
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  • Re: Nurture Campaign Not Pulling Leads - Potential Issue with Criteria

    Jo, Yes, I originally had it on All but I have changed it to Any and 1 or 2 or 3 or 4 since you mentioned it, still no change. Looking into the items Katja also recommended to check! Thanks, Sara

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  • Re: Nurture Campaign Not Pulling Leads - Potential Issue with Criteria

    Hi Katja, So this email program is not pulling anyone but are in Marketo and should be available to be in the email program based of the criteria I set. I'm curious, how will their cadence affect them not showing in the nurture campaign? Is there a specific way you check for this, I'm looking into i...

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  • Re: Nurture Campaign Not Pulling Leads - Potential Issue with Criteria

    Hi Jo, The "No Marketing Email" that was an oversight, normally it is "not in" "no marketing emails". I have fixed it, thanks for the catch! As for the opportunity is false, we do not want any opportunities that are closed-lost, hibernating or closed-won as in our database they are considered an opp...

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  • Nurture Campaign Not Pulling Leads - Potential Issue with Criteria

    Hi Marketo Community, I have been trying to set up a nurture campaign but no matter what I do the program does not pull any of our booked leads. Our goal is to have our leads receive an email 7 days before their appointment as an email confirmation. We have successful nurture campaigns currently run...

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  • solved badge Re: Excluding Past Clients from Smart List

    Hi Sanford, Thank you for your response, what I'm understanding is that because it was filtered under All it was reading as 1 or 2 or 3 therefore if it met just one criteria it would be included but it wouldn't be taking all the criteria into consideration. When I switched the filters to AND it ende...

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    1848 0 1
  • solved badge Excluding Past Clients from Smart List

    Hi Marketo Community, Currently working on a new project where I'm setting up appointment confirmation emails to go out based on our specialists' future appointments. The problem I keep encountering is that despite making a very specific smart list, past clients keep popping up in the "people" list...

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  • Re: Marketo not pushing information to Salesforce

    @Tyron_Pretorius so the lead did not automatically sync and I tried the steps you provided and was able to sync the lead to Salesforce myself. With the reach of this campaign my hope is that I would not have to individually sync every lead coming in. Is there an issue with the form in which it is n...

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    2354 0 1
  • Re: Marketo not pushing information to Salesforce

    Thanks @Tyron_Pretorius, I'll give this a try!

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  • Marketo not pushing information to Salesforce

    Hi there, I have been working on a landing page and form to submit potential leads to Salesforce. When everything is approved and I try to submit a test lead via the form on the landing page it only gets created in Marketo but not Salesforce. I have already checked if Marketo is syncing to Salesforc...

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    2417 0 4
  • Smart List Filters

    Hi there, I'm new to Marketo and could use help understanding this topic a bit more. I'm currently creating a smart list and wanted to use a filter that would exclude commercial opportunities. In the pictures attached it shows what filter options I have. After trying all the options I realized that...

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Public Statistics
Date Registered ‎01-26-2021 12:26 PM
Date Last Visited ‎06-08-2022 12:36 PM
Total Messages Posted 10