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Seconded, I've seen this used before and it worked well. I believe email address was passed in utm parameters though iirc.
This is kind of difficult to visualize and I feel like Marketo documentation doesn't do the concept justice. When you're using filters with triggers for a smart campaign, whatever filters you designate is the group Marketo will listen to for the triggers to occur. In this case, your trigger campaign...
Leads can hop from stream to stream but it can get tricky depending on what you're trying to achieve. It's also possible to use email programs nested within engagement programs to alter someone's path within a single stream but that can get tricky as well!
I would outline your test cases before you begin so you know exactly which streams to schedule and when. What you outlined would mean that your test lead would be getting pulled into a new stream with each cast. If all of your transition rules are set up on the first email of each stream then that w...
I saw your original question on the community and posted a possible testing method on your post there. Another approach would be to update the cast date/time to speed it up. So your testing would go like this:Tamara@Johnson.com is your test lead (make sure no actual leads are qualified!)Set Stream 1...
Hi Tamara! I like where you're going with trying to test the engagement streams as thoroughly as you can. I haven't used the Test Stream tool myself but I did a little digging on this subject and found this:https://nation.marketo.com/community/product_and_support/blog/2016/07/18/checklist-for-testin...
Just to clarify, I'm a bystander here and just interested in the topic. Suhail EK - could you please clarify? Do you have a separate field on the record for each sales owner? Or are they all stored in one field? Thank you for humouring my questions, Michael ^.^
Michael Florin - Let's say...I have 3 rep ID's in my Salesforce field, each for a different LOBI'm sending an email from Marketo to a list that's pulling in people from all three LOB'sI'll have more than one rep's information in the field on the recipient's Salesforce record that qualifies to popul...
Michael Florin - this is pretty rad! I was wondering if scripting tokens could sort this out You mentioned setting up the scripting token to populate off of the SFDC ID, how do you go about identifying/populating the correct rep's ID?