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Thank you for the response. Under activity logs, I see "Sync person updates to SFDC' as the activity for my test lead. However, my test lead is not appearing under program members yet.
Our company website has hundreds of blog pages. We have created Marketo programs for each of these blogs. The program uses a channel with just one status called 'Engage'. Each program hosts a smart campaign with a filter to track the blog visit in the past 1 day. All programs are synched to a single...
Sorry for the delay in my response. I was out for a few weeks due to illness. Thank you for your recommendations. Very helpful!
I'm looking for some best practices around uploading leads on Marketo to create specific audience lists for pulling into engagement streams. What is the best process for pulling existing records within Marketo?Is there a template that needs to be used when importing new records to ensure all the rig...
Thank you very much for these steps. These are great! About data governance policy, is there anything specific to Marketo that was developed or someone has shared insights into? Thanks
Thank you. In the smart campaign, how can I set up a condition for not changing the source of these leads which are from CRM. This is specially when I'm importing leads. If I'm importing leads for a seminar, I have the the lead source set for those leads related to the seminar but I want the CRM lea...
I need to create a smart list to look for records originating from CRM. I'm having a little difficulty putting this together. Kindly help. Thanks.
I'm working on a long term, sustainable data management plan for our Marketo instance. I thought I saw an article/post here on this topic, but I cannot find it anymore. Perhaps I'm being delusional? Anyway, I'm looking to put something in place, like a quarterly or half-yearly plan that will allow m...
Hello! We are building an exclusion list with all competitor email domains. This list will filter out all competitor leads entering our database both via form fills for download forms and lead imports. I want to however make sure the leads coming via contact us forms on the website are not filtered ...
Thank you for your response. I concur with the approach you've recommended. Additionally, do you advise that leads not yet meeting the MQL criteria due to an insufficient score should also be assigned to the generic user in both Marketo and SF? Thanks for your input.