ashah123

@SanfordWhitemanThis is something that was promotedby ChatGPT, so I wasn’t entirely sure and wanted to double-check if it’s even a viable option — it seems like it isn’t. In that case, do you think Option 2 or Option 3 would work better? What’s your opinion?

⚠️ This post has been edited by a moderator for accuracy.It’s our responsibility as a community to not provide AI-hallucinated and/or untested answers. @Michael_Florin @SanfordWhitemanI did some additional research and found that there could be a few different approaches, but I wanted to double-che...

@Michael_Florin Do you know any other ways or approaches that can be leveraged ? @SanfordWhiteman Do you have any insights on my previous message ? Thanks guys for your response ..looking forward to your feedback Really appreciate !! Regards,Akshat

@SanfordWhitemanJust a quick FYI: We do care about historical data. For example, if someone had a lease start date last September, we would like to send them an email this September and in subsequent years as well. It doesn’t need to be on an exact date—month-wise targeting would also work if feasib...

@SanfordWhiteman My apologies for the confusion. The opportunity-level data seems to be an out-of-the-box field rather than a custom object. Details below.Based on that, is there a way to handle this in Marketo without using a webhook?If you have any related documentation or best-practice guides, th...

Thanks @Michael_Florin That works 🙂

@Michael_Florin Happy Monday !! Do you have any insight's on the below ? Regards,Akshat

@Michael_FlorinOne final point: the pre-assembled information includes a lead info link from Marketo. I noticed that this link contains view-only fields, and cannot be edited, correct? Just concerned so double checking on this one I noticed this in the document: do you know when we will be able to ...

@Michael_Florin Thanks for the explanation .1. I tested this feature using a new plain text email, and I received the email below. However, it could certainly be improved or rewritten for better clarity, ensuring that sales rep can easily understand its content. 2. You mentioned that even if we use ...