Rachel_Noble

Hi Jamie,So you only have one form, correct? I'm assuming you're using a field, "I would like to," to determine the initial selection. You can use visibility rules to determine the additional fields that display after the initial selection (e.g. if "I would like to" = "Qualify for free trial" then s...

I have used a webhook in the past (from Hoosh, they have a free Excel Formula webhook you can use!) and it adds the two fields together whenever either value is changed. Let me know if you want more info!

If you have a Filled Out Form program status, you could trigger off Program Status Changes, New Status = Filled Out Form. Then {{trigger.Name}} should work.What field are you trying to populate? Are you trying to populate it at a global level?

Two ways:1) Smart list filter looks at "today" and the flow has a wait step of 20 days before sending the email2) (Preferred method) Use 2 filters: In Past Before 20 Days, In Past 21 Days

A few options:Try creating a new view to force the refreshClone the smart list and use the cloned versionTry removing a filter, loading the smart list, and then adding the filter back inHopefully one of these will help!

Try this:Create a new email in Marketo (you'll delete it so don't worry about the template or anything). Edit the body of the email, and click Insert Token {...} in the top right of the text editor. If you type "SFDC" it will show you all the fields with SFDC in the name, so find the one that has a ...

{{lead.SFDC Id}}

I've seen this happen a few times. Try logging out and logging back in - it seems silly, but it has worked for me 9 times out of 10. If that doesn't work, I'd contact support.

If it's something you'll reference other places (SFDC, RCE, etc) you could also create a field for the segment (e.g. Industry Segment where the value is populated by the name of the segmentation), and create a campaign that populates the field based on segment membership.You can also reference stati...

It all depends on if/how you want to report on this. A couple questions to consider:Does sales care about leads who attended/visited booth at distributors' events? This question impacts both interesting moments and lead scoring.Does marketing care? Will you market to these people differently having ...