EllenSchwier

Level 5

Joined the community 03-05-2021

Level 5

Marketing Manager

Netherlands

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Personalize MSI view for Upcoming Campaigns

by EllenSchwier 02-09-2024

On the main view of the MSI plugin, it shows several things, including "Upcoming Campaigns" on the right side. However, this is actually very unhelpful information for sales because it shows every email that is planned in the entire Marketo instance, regardless of whether the individual will qualif...

Ideas

1555 7 3

marketo sales insight MSI
Rename the Opportunity field "SFDC Created Date" to something more neu...

by EllenSchwier 12-27-2022

I am currently working on a custom integration and the standard Marketo field for an opportunity's creation date is displayed as "SFDC Created Date" in the UI. This is confusing since we do not have a Salesforce integration. I think the field should simply be "CRM Created Date" or "External Created ...

Ideas

639 2 0

field labels
Re: Enable global reporting for multiple workspaces

by EllenSchwier 09-21-2022

This would be super helpful for regional teams. Keeping the workspaces separate for each country but allowing regional reporting.

Ideas

1157 0 0
Trigger tokens work with Custom Object is Updated triggers

by EllenSchwier 08-23-2022

The trigger tokens for Custom Objects work perfectly when the trigger is "Added to Custom Object" but the "Custom Object is Updated" trigger does not allow you to use these. In most cases, you need both of these triggers to work for a marketing process to function correctly.

Ideas

663 5 0

custom objects trigger tokens
Re: Why are my lists exported like csv Excel sheets?

by EllenSchwier 05-20-2021

Hi Laura, When you export data, you can change the "format" to "Comma-Separated Values (Windows Excel 2007)" which will display data as a normal Excel document. The default format is "Comma Separated Values" which shows it in that disorganized way. I hope this helps!

Ideas

1089 0 0