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Thank you, Sanford. My apologies too for not providing more information. Our Custom Object is called Product Account. The Dedupe fields are Account Number, CIF, and Type. Link field is CIF, Linked Object name is Lead, Linked Field name is CIF, Source is UI. Our field types include mostly String with...
Hi everyone. As a one-person Marketo "department", I am learning new things about the instance I inherited. One is that our CRM and Marketo do not communicate - there is a daily file transfer that appears to be customer data (name, email, etc) and custom object (type of account, when opened, etc) th...
Hi @Michael_Florin and @SanfordWhiteman. Thank you for the help. I was using the wrong qualifier. Once I chose the correct qualifier, "in past", I was able to use the relative date ranges. Cheers!
Thank you for the reply, Sanford. I checked and do not have the particular filter. Is there a way to change the operator of a filter (or clone it) so it allows for text instead of the calendar/date-picker?Cheers
Good morning, fellow Marketo-ers.I am building a program to reach new customers who have opened an account with us. The program will send a welcome email to someone who became a new customer AND opened an account within 24-48 hours. The two filters I need to use are Person was Created and Client Sin...
Congratulations, @SanfordWhiteman. I appreciate your engagement on these posts and rely on your comments to give me much needed insights when I'm looking for solutions. Well deserved, mate.
Hello fellow, Marketo-eers!I am fairly new to Lead Scoring and am hoping to get some help on setting up Lead Scoring Smart Campaigns that will gauge interest based on email open, link click, etc.I have created four smart campaigns for our scoring purposes:Delivered Email/Not Opened (-2 to Person Sco...
Hello fellow Marketo-ers!We have a few Marketo email templates that created for our company when we first began with Marketo. Both email templates have tons of modules - the issue is that there are some modules I would like to use within a different email template.My knowledge of HTML is cursory, ju...
Congratulations, Jeff! I took mine on 25 July and passed too! I wasn't thrilled with the test administrator, but regardless, I am now also CERTIFIED!! 😊