Dan_Stevens_

Dan_Stevens_

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Date Last Visited
‎11-20-2025 08:21 AM
Level 10 - Champion Alumni
Joined the community 10-06-2013
Rank Icon Level 10 - Champion Alumni
Sr. Director, Global Demand Center
Cleveland, Ohio
  • Re: Creating Client Lists in Marketo

    Seems to look OK. Now can you send over a lead record that didn't qualify, but should have? Also, to help narrow down where the issue might be, you might want to create a much simpler smart list (start with the "Has Asset" filters and progressively add more filters until you find out what's causin...

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  • Re: Creating Client Lists in Marketo

    Can you post the full expression of your advanced filter logic?

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  • Re: Creating Client Lists in Marketo

    Ideally, this would be setup as individual boolean fields for each product. Much more efficient when it comes to filtering the data (and if the product names change). It would be more helpful if we had some screenshots of your smart list and a sample lead record that show the product fields.

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  • Re: MSI Question

    Alexis - just out of curiosity, where are you seeing the 103 licenses that have been used? The only area within the UI that I'm aware of is in Admin:And the "used" number only refers to those that have used the email plug-in. It does not track the number of users in CRM that have seen the MSI ifra...

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  • solved badge Re: Change the picklist values in Marketo

    In addition to what Josh said, to update your forms, you need to first delete the field from each form and then re-add the field back in. The new values will now reflect what's in SFDC (as long as the fields are mapped to one another).Alternatively, you can leave the field in place and manually upd...

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  • solved badge Re: LinkedIn Lead Gen Forms -- Available Fields?

    Thanks for surfacing this, Trevor. What you mention here could be a deal-breaker for us (and why we're continually challenged to integrate social engagement into our Marketo database). LinkedIn is one of those social networks that typically always includes a work email address as well - and why th...

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  • Re: Uploading lists in Marketing Activities vs. Database

    And just to be clear, leads that are imported directly into a program in Marketing Activities, are part of the master database. Those that are imported directly to a program are just more easily referenceable and easier to assign program membership. But either place adds them to the master DB, whe...

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  • Re: Creating a New Line Program Token to Organize a History Field

    You mean here? If so, then yes. These were all entered as:line1line2line3

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  • Re: Creating a New Line Program Token to Organize a History Field

    Here's the output:108 105 110 101 49 32 108 105 110 101 50 32 108 105 110 101 51

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  • Re: Creating a New Line Program Token to Organize a History Field

    That did not work:Which is what's really bizarre since I tried three different types of line-breaks in my tests:Your technique (the focal point of this post)Using the ENTER keyUsing SHIFT-ENTERJust for the heck of it, I tried ${lead.Lead_Notes.replaceAll("e","
    ")} and got this:So the issue is clearly...

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Public Statistics
Date Registered ‎06-10-2013 06:23 PM
Date Last Visited ‎11-20-2025 08:21 AM
Total Messages Posted 4,485
Likes Received 4388