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This is a fantastic list! QA checklist ... a small but mighty step in the overall success of any program!! thanks for sharing
There is a system that stands between our CMS and Marketo. It handles domain blocking for trials, etc. This system is using a create/update REST api call. The problem we are seeing is, while the values that are submitted on the form are updating the lead record in Marketo as they should, other field...
Hi JB, that's very similar to an issue we've been seeing lately in some of our campaigns. In some cases not all status updates are syncing across. Wonder if it is a bug?? We're also following up with support.
I wonder if the order of statuses matter at all? The cases match exactly but the order e.g. Registered is above Trial Request in Marketo channel tags but vice versa in SFDC campaign advance setup.Nonetheless, thanks very much for your feedback. I'll followup with support.
Thanks for your response Greg.Here are those activity details:And this view shows one of the successful member status update of "Expiring" that did sync across to the campaign object, although funny enough, the previous or old status of "Usage Trigger 1 did not sync across across so there is no reco...
Hi everyone,We are noticing that in some cases our member status updates are not syncing to Salesforce.We have a channel with a number of tags or member statuses in Marketo that match what we have in the advanced setup for our campaign in Salesforce. In Marketo, under the program we have a number of...
Yes! great idea. I just spent way too long clicking in and out of preview and back in again to send various languages of my test emails. The little option to view the different segmentation and remain in the same window was so much easier. Miss that!
Yes, thanks Jessica, i'm bookmarking this to reference again later. Great piece!
Thanks for the input and tips here. I got rid of that second unnecessary alert email and now just use the same email in my email send flow step as in the alert flow step. As it turns out the my.tokens that were not populating because the token values, (e.g. paid seats data) wasn't being sent across ...
I'm definitely going to vote this one up . Seems like something that should definitely be available. Thanks.