Dan_Stevens_

Are you saying this isn't working for you - with these two filters?:ParentCompany is "xxx"BooleanField is TRUE

You bring up a good point here, Josh. But in this case, if someone enters the EP (if an EP is used) any day after Monday, they won't be included in any cast until the first one the following Monday. If EP is not used, would there also need to be a wait step as the first flow step to ensure the fi...

Marketo University Portal clean-up process:In an effort to maintain and ensure quality service to our users on the LMS (University Portal), the university team will go in monthly and clean up the user list. What does this mean? Any user who has been inactive for over 6 months will be deactivated. An...

This would be hugely valuable. I spent days, for example, to find out what the "Lead Name" (in MSD) is mapped to in Marketo. It's mapped to "Microsoft Topic"! A reference like this would have saved me time on many occassions.

Here's an idea to vote up that would take care of this scenario:

Like Richard said, the solution that Darrell provided will not help with proper influence/attribution for your reporting. This is a big issue for us as well and hope it will be "fixed" in the near future. Here's an existing discussion around it; and an idea to vote up:Enable the ability to define ...

I agree with Josh here - I wouldn't even use an EP for this. Especially since all three of your casts are now being done within a single smart campaign in a single program (vs. three separate programs in an EP). Which also clouds reportability and content attribution/success.If you were to do this...

in addition to the URL provided above (see the comments posted) here is a related thread on this:When lead to person transition was a little too enthousiastic

The primary reason was to avoid confusion with the lead entity in CRM (since Marketo refers to both CRM contacts and leads as "leads"). Many are welcoming this change as long as it doesn't disrupt/impact existing workflows (where references to lead.xxx records may have been inadvertently changed to ...