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Do you have MSI? If so and you have Email Add-On you can send emails from Salesforce.com or from certain email clients (Gmail, Outlook) and it's tracked in Marketo: MSI Plugin - Marketo Docs - Product Documentation
I break training into modules based on areas that they will have access to or need to learn, for example some people need Analytics training but others don't. I made all of my own training materials that include high level explanations, hands on training that we do together step by step, exercises t...
What about the new data retention policy - won't it remove old interesting moments after 25 months?
I prefer to put the webinar on a thank you page that is gated, since our webinars are not Stage 1 and have a lot of specific, valuable information. I don't like using the webinar platform because I prefer all forms to go through Marketo.I think your #4 should be broken out into two options because d...
GDPR does not allow for an implicit consent, but CASL does. If a customer says they want to opt in, the sales person is trained to give them the URL of our subscription center. My training is EXTREMELY explicit that it's against all internal rules and illegal to go to the subscription center and opt...
Yes, in my Salesforce lead / contact page layout I have a section called "Subscription" and it details things like Permission Status (GDPR/CASL compliance), Marketing Suspended (we have a 60 day option), Opt in fields yes/no, opt out, and a timestamp for when people become Legitimate Interest. I've ...
Breakout sessions can be so invaluable, especially at the end asking questions. If you only have experience at 1-2 companies / with 1-2 set ups, it can be helpful to see how other people are doing things or what new ideas are out there.If you have any MarTech, meeting up with your existing vendors o...
Josh's answer is right. What you've probably heard about 30, 60, or 90 days is that many people have an option to set suspended in their subscription centers and it will last for a temporary amount of time, but that is not out of the box functionality in Marketo for this field. Here's part of my sub...
We don't use Gateway at this time, but I have the same question as Casey. How is ON24 sending the data back to Marketo so you can record the webinars that people chose to watch without individual forms?
SnapApp could do this for you including putting a lead gen form wherever you want on the quiz and send survey results back to Marketo. Some of the set up is very manual and each piece of interactive content you build through them has to be set up in a unique way so it's not easy to scale, but overal...