Jay_Jiang

To ensure fields aren't overwritten on existing records, you can block field updates for all fields found in the import list - this is the easiest way. If you can't or don't want to change block field update settings then unfortunately it's going to be some form of export, matching and removing exis...

As you're aware, Marketo does things by the records in the database, and isn't able to know what has been done for the sales owners of those records. A manual way of achieving what you need is to use a temporary field and export/import. 1. Export your data and open it in excel2. Sort by sales owner,...

With Adobe at the helm, Marketo looks to replace Adobe Campaign and will be positioned as more of an enterprise offering. There is a lot of work already done or underway to integrate Marketo with AEM and Adobe Analytics and potentially Adobe Real-Time CDP - all of which a start up would never be abl...

A very open ended question where answers are will be highly subjective. I don't map opportunity stages to multiple lifecycle stages, I only just have the one Opportunity lifecycle stage. The reasons are specific to how we've designed our lead management and sales process. On that note, without the d...

2 options. 1. Use request campaign. Add your multiple filters to the smart list of the requested campaigns1 - Send Email X2 - Wait 5 days3 - Request campaign Send Email Y4 - Wait 15 days5 - Request campaign Send Email Z 2. Create a separate smart campaign to readily remove people from the flow of yo...

Firstly, I'm not sure what kind of scripting you're referring to. But since you mentioned webhooks, if you don't mind using your own server to host a handler script, you can send the full json payload to your script which can then:1. parse the json2. extract the x and y co-ordinates3. send the x and...

if you have multiple segments and they are not mutually exclusive, a person may qualify for multiple segments but they will only be in the first one they match on.

Landing page templates, email templates, snippets also need to be shared

yes, certainly. @ OP for a complex use case I wouldn't solution it using Marketo but rather get a CDP involved to control the identity and protect what data goes into the database

Not exactly answering your question but what I do is make my unsubscribe page only accessible by cookied browsers i.e. click through from email Create a segment for Known leads only where email address is not empty.Use that for dynamic content in your unsubscribe landing pageFor the default segment,...