Beth_Massura

Hi Christine, It sounds like you have the account information data in Excel, but it is not yet in Marketo. You would need to create a custom field in Marketo first, then import the list. It should be a string field type since it's a mix of characters. When you want to insert it into the email text, ...

Hi Joshua, If you use a nested default program in the engagement program, you can add additional flow steps to the email-sending smart campaign that's referenced in the engagement program stream to control the send time a bit as a workaround to Recipient Time Zone.I just have a couple examples here ...

Hi Samantha, Assuming that Source Campaign is a text/string field and not a lookup field to an actual SFDC campaign object record, you could definitely use a token in the Change Data Value flow step to set the Source Campaign field with the value from Acquisition Program Name. It would look somethin...

Hi Kaitlyn, To take it a step back, can you confirm there is a smart campaign in place that should have synced all of these records to SFDC? Recall that this doesn't happen on its own - records created in Marketo must be synced to SFDC via a smart campaign's flow step initially, then the record will...

Hi there, "%2B" is the code for a + sign. You can see %2B1 in the payload template right after the To= and before the token for the person's phone number. This is what's adding the extra +1 to the number. Do all of your database records already have the +1 (or the appropriate country code) in the ph...

Hi there,Based on this previous community post it should be relating the task to the corresponding lead/contact. Is "Marketo101 User101" the name of the lead/contact or the name of the "owner" in this example? It looks like there's a different name, "Ram", under "Assigned To" which leads me to belie...

Hi Sree, Unfortunately, Change Data Value flow steps do not offer that kind of manipulation directly. Your options with Change Data Value flow steps are to set a specific value, set the value from a token or NULL the value. You may be able to use a webhook or Launchpoint integration to an outside sy...

Hi Jace, I've definitely seen exclusion smart lists come into play with scoring to leave out employees, people in embargoed countries, etc. If the purpose of the scoring program is to bubble up engaged prospects to send to sales when they reach a threshold, then scoring people who you never want to ...

Hi Danielle, As part of the AutoMerge project you would have defined with the Adobe technical consultant the "winner rule", which determines which record's values prevail. I don't recall offhand all the available options for the winner rule, but if your winner rule was to use the most recently creat...