Is it just me or did the nation redesign break the ideas linked in this post? ... View more

Couple ideas my quick look found that relate to this:            Probably more out there, but yeah it's been a recurring ask from most people trying to use APIs in any advanced way. Sometimes it's just more simple to create my own API that includes a call to a field than deal with this. ... View more

Hey Christian, The most important thing is to provide feedback to your sales users on the setup - what I do is have in the description of the smart campaign general guidelines, like so: Your filters should be just the trigger, this is because otherwise there's not a good way for the sales rep to see when this person was rejected (you'll do the rejection in the flow steps in a second): Like I mentioned, you do the rejection through a remove from flow step, like so: You then also want to give feedback for _why_ the member was rejected through an interesting moment: If the member succeeded, bring them into the nurture campaign either by adding them there or requesting the triggered campaign you use (I use the request because we have an immediate send on addition to the nurture campaign then the member joins the cadence): Note that I also have here feedback confirming the addition, so the sales rep isn't left in the dark any which way. ... View more

Hi Christian, Request campaign is a marketo functionality to have a trigger campaign requested through MSI, which can then add people to nurtures or take other actions, it's not part of the marketing functionality for creating new campaigns, see here - https://docs.marketo.com/pages/releaseview.action?pageId=10099167 ... View more

Most of our reps who report success with it like it in two ways - first, the ability to see whatever marketing has sent, including several performance report types we send. The second is we use the request campaign functionality to load people into nurture tracks marketing has premade for follow-ups for conferences/webinars to allow further qualification. That being said, it'd be good to explain to your reps why blasting groups of over 200 on a regular basis on top of the marketing cadences is a really easy way to get marked as spamming. ... View more

Hi Amanda, No problem, as to the campaign sync (caveat: not sure on this) I believe it will for systems using the Campaign-Program level sync but for other instances, it would depend on the SFDC customizations - I've only ever used the flow step in this manner with a heavily customized campaign attribution setup so my experience wouldn't be indicative of the norm. ... View more

Hi Amanda, Greg's response correctly deals with the greater issue that the sync time implies that you have something overloading the sync which affects your total time and the sync of a given object's updates (at my current org we've dealt with certain usage fields overloading the Account Sync), to fix the immediate problem of needing to get a high value lead into SFDC and the sales person's hands, you can use a flow step labeled "Sync Person to SFDC" (Docs site link​) that skips the normal sync cycle. You'd want to use this only in a centralized campaign and sparingly, as it does take up a lot of resources relative to other updates, but for those super high priority leads this is a way to hotfix while you deal with the other sync issues. If you're an org that creates a new lead regardless if the person already exists in the system, this is also how that's accomplished. ... View more

Mac iOS in all instances, the latest versions of Chrome and Firefox over the past 18 months, behavior's been consistent. ... View more

Hi Greg, we discovered that notifications of SalesForce-side sync errors, where the directive is to contact SF support with an error id, don't contain the error id. Might be a duplicate of some other ideas listed here, but created another one here: ... View more

I've been switching back and forth - not yet having ability to access member of list/smart list for filters or Event/Email programs at the program level means that you can't really wholly move to Sky as a team until you have all the filters and program types in the system. That said, I love Labels and the Saved Filters, it's just a little more of a Beta than I feel comfortable with activating beyond our power users. ... View more

Why is this still marked as new, it was created a year and a half ago, and would be significant for many use cases for many organizations. ... View more

We've had automated internal confluence updates get flagged as phishing as well. I think it's safe to say this is an Outlook thing and not related to MATs. We've had Marketo and Hubspot emails get diverted at times, but not consistently. ... View more

Hi Morgan, So long as a field is synced to Marketo from Salesforce, it can be used as a token. Using a field as a token isn't something special you do to the field, it means that you're inserting that field wherever the token is, and whatever a specific person in Marketo has for that field will replace the token for that person when viewing the asset or going through the flow step. ... View more