Jay_Jiang

dynamic content with a redirect or auto trigger click submit on KV form dynamic content:If your landing pages are marketo ones, set up a segmentation that has email address is not emptyuse this segmentation for dynamic content on your landing pagesuse a javascript redirect to the thank you pagetrack...

most common cause is field security settings in SFDC for your sync user. check your sync user's permission sets and field security access for all account fields. make sure it has write access.

were you looking for this? https://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Activities/addCustomActivityUsingPOST

Yes Marketo can create tasks in SFDC, but it doesn't record the id of the task it just created so you can't go back and change that task. What you see in the activity log of a Marketo record where a task/activity is referenced is due to the record being linked to the task via the whoid on the task -...

We use marketo smart campaigns to identify if it's a re-engagement or net new lead (lead to account matching is on the roadmap but we don't have that yet). If net new lead - lead is assigned to SDR queue. If re-engagement, an email alert that goes out the current sales owner. To track progress, in a...

I've worked with a company that did this (B2C), where they create a duplicate lead upon re-engagement and once qualified, the SDR merges it into the contact upon conversion. I personally don't like duplicate leads when you have an existing contact. However, this is dependent on what works for your b...

What's your use case? It's not possible with the native Marketo <-> SFDC sync but might be possible with a competent enough middleware platform. However, you need to determine how the fields ought to sync i.e. is it bi-directional? does one overwrite another or do they join together? Have you thoug...

I've replied in your colleagues thread (I'm assuming the other post with the same block of code is from your colleague), but, velocity tokens don't work outside of emails. For you to achieve what you need, which is conditionally changing the greeting depending on the first name value...can you not c...

if what you're annoyed with is new leads (technically duplicates) being created and not the fact that email addresses are being updated, use a proxy field. If you don't want email addresses being changed, print the token as rich text and not part of the form. You don't need the email address field i...

Open email is retained for 25 months according to data retention policy docs. Wouldn't you just use this for inactives in past 6 months and use 25 months for everyone else?