Here's what I'm trying to do, it's probably really simple so I would greatly appreciate some tips.
I want to update a custom field eg "CustomCompany" for all my leads with the value in the default "Company" field.
Tried a bunch of different things, via Smart Campaign etc, but to no avail. Any whiz marketer know how I can do this?
Solved! Go to Solution.
Yes, it looks like the issue is with the field type. I found definitions in the discussion below that explains "Float" is for numbers with decimals so that is likely why the token is invalid. I generally use field type "String" for my text fields.
You can run a smart campaign, use flow step "Change Data Value" and select Attribute 'CustomCompany' and New Value '{{company.Company Name}}'.
Thanks Emily. Below is a screenshot of my attempting that, but it still didn't work
Did I miss something here?
That looks correct to me. I've included a screenshot below of my test flow and the results.
What is showing up for your test lead in the results tab?
Thanks for the reply Emily. This is what I'm seeing in the results. What does this mean?
I've looked up similar cases in the community (Re: Can you insert more than one lead token in a field ) and it seems that there is a spelling error/typo that typically causes this. The token looks fine to me but maybe there's a difference in your instance?
Do you have this field in Marketo: CustomCompany?
Is this field Blocked in Admin > Field Mgmt?
What does it say in the campaign results tab?
Hey Josh, thanks for the response. Here may lie the root cause. This field is apparently read only. I tried to change this, but cannot. Advise please?
If the field comes from SFDC, you can talk to your Admin about changing the field to read/write for the Marketo profile.
It is a custom field I created myself, and there's no SFDC connection. How can I set the field to read/write via the Marketo UI? I am an admin..