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Rod Allen sure! Here are some instructions You cannot combine anonymous and known reports to make one convenient report. What you can do is to have multiple reports and explain in the description section what that report is for. For example you could have a "Known" visitor report and in the descrip...
I would check with your sales person, but I think 20 seats is standard for one of the tiers. Here is an article showing how your SFDC admin can install MSI. To warn you, it looks easy at first but it can be a lot of work depending on how many profiles/page layouts you have. Depending on the size of ...
Hi Briana,Do you have Marketo Sales Insight in Salesforce? You'd need your CRM manager to add the app to your Salesforce instance and make it visible for certain profiles. It's an add-on product that costs extra per license. Here's an example of what it looks like:
Hi Briana Gust - to clarify you want a record of the email you sent from Marketo to be visible in Salesforce and you don't want a task created for that email. That is easy when you use MSI - the email will be visible in the "Email" tab (see picture below).I'm tripping up on the requirement "I'd lik...
Shea Cibulsky there are two references to Brittany - in the linkedin link and at the top in the second sentence.
How many questions are on your second form? Just one asking them why they are unsubscribing? If that's the case, I'd just have that field "why are you unsubscribing?" invisible on the form until someone selects "Unsubscribe" checkbox. Then that field can appear and they can fill it in before submitt...
Hi Raul Ocana, there are sample questions that you can access for free here or there's a paid University training to help you get up to speed for the exam. I didn't take the University training, just the sample questions.One user also came out with her own questions and posted them on the blog:htt...
Does anyone know how to find out if they are on the newest version of MSI? We're moving toward Salesforce Lightning and my CRM team needs to know if we are on the newest version of MSI. Given that we implemented MSI in Spring 2016, I'd assume not, but I'm not sure where to find that info.Maybe Grégo...
Agree with Josh, what were you using it for?Pre-Marketo my company was using it to track companies that visited our website and we replaced that report with Marketo's company web analytics reporting. The downside is that Marketo does not have a known AND anonymous blended report so those need to be ...