ashah123

@SanfordWhitemanAgreed — my test setup isn’t accurate, which is why I shared those three options to verify on this community. I wasn’t sure about whether they’d work and needed help , so I wanted to get them verified by experts in this community since I’m still fairly new to Marketo. Thank you for t...

@SanfordWhitemanApologies for sharing the screenshot earlier — I’ll be more mindful going forward. I also wouldn’t want to share any information that might be misleading for anyone. I’m still fairly new to Marketo and exploring different ways to handle scenarios like this. For this particular case, ...

@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