Level 10 - Champion Alumni
Joined the community 01-09-2015
Level 10 - Champion Alumni
Portland, OR Metro
Founder | Principal Consultant
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True - you can always use segment rule logic to include unknown leads (who haven't filled out the form) OR known leads who haven't.Also, we use an RTP Grouping field to keep our DB...
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Happened to me at least a dozen times yesterday. Seems to be better today though.
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Thanks Edward!I went with a similar approach to your suggestion and it helped streamline the process. It's a bit clunky still but I'm a huge believer in documentation and I think w...
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I'm setting up a new engagement program with child programs instead of emails as the base. One of the sub-programs contains an email about Product A. I want to exclude anyone who h...
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Hey Rachel,Try a Lead Performance Report with custom columns or a Campaign Activity Report. You can subscribe to a report or smart lists themselves pretty easily.Rachel
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Occasionally it's an issue with the way your own system (outlook is especially bad at this) renders emails. Did you try sending a sample to someone else on your team to make sure i...
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My apologies if you've already tried this, but did you try making a (lead) performance report with custom columns which are the smart lists you are referencing?Add Custom Columns t...
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Thanks Greg! I used Hoosh's Excel formula one to append a 0 for 4-character zip codes. It's not perfect but it's accurate enough for our use case. Thanks Fab Capodicasa!
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Thanks guys. The real problem is that we have ongoing campaigns that send mail whenever a qualified lead is added to the system and has all the address info filled in. Leads are ad...
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I apologize if this has already been answered - wasn't quite sure how to search for it. When we upload postal codes to Marketo via CSV, the file strips leading 0's from all postal ...
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