Pavel_Plachky

One of our clients uses PeopleImport by CRM Fusion to de-duplicate and match people records to existing accounts. It works well.

Hello Ryan,as Jim noted, adding Javascript is possible. There are a few ways to do it. 1. Add HTML block to your landing page2. Add the script to your landing page template3. Use a token in your landing page template and set the token value in a program containing the landing page. I hope it helpsPa...

Hello Jenny,Marketo has a field SFDC Type, which tells you if a record in Salesforce.com is a lead or a contact. In your case you could use a condition like this:Advanced filter (1 or 2)1. Lead owner not contains Roger2. SFDC Type is LeadBest,Pavel

Hello Harshit,The easiest way to do this is through the Velocity email scripting. There is no Marketo UI for this functionality.Best,Pavel

Hello Appachu,I have seen the Marketo program member to Salesforce campaign member sync sometimes not work reliably. It is rare, though, and I have never been able to find the exact cause. If you keep having issues after following Greg's suggestions, I suggest you file a ticket with support.Best,Pav...

Hello Michael,a typical setup is to have UTM values as hidden fields in your form, something like this.As a first approximation you can populate the UTM fields directly from the Querystring as shown by Jennifer above. Best practice is to use JavaScript to store the querystring values in a cookie so ...

You can add a field called Quote History that will accumulate all quote requests. In a trigger campaign, have a flow step to change data value to set the Quote History to {{lead.Quote}} {{my.linebreak}} {{Lead.Quote History}}You will not get a report with a list of quotes line by line, but at least ...

Hello Michael,the question of lead source attribution is a complex subject that can easily take 6-18 months to implement, or perhaps even longer. See for example Josh Hill's Marketing Maturity Model where he has source attribution at month 36. That is why you will not see a conclusive answer on the ...

Hi Alison,I agree with Greg. In your filter (green part), you can also specify the time constraint like this:This way you will capture an active lead that lapsed trial in 15 days and has not moved on to a different status (such as disqualified)Best,Pavel