Beth_Massura

Hi, most of the additional tabs are created automatically based on the CRM sync. You can have only one "custom" tab on the person detail page and it looks like you already have one. I'm not aware of a means of making the information read-only. Here's the documentation about setting up the custom tab...

Hi Tracy, would naming conventions (e.g. including "TRG" in the trigger campaign names) help with this effort so you could more easily find these "always on" trigger campaigns in search? If you almost always need to keep them active, could any be converted to a daily batch? While I haven't done this...

Hi Melissa, If you are looking at a smart/static list of people who filled out the form, you can add the Marketo fields from the form to the list View. See Create and Change Views for Lists and Smart List. Then you can download the list with all that information submitted via the form. See Export Pe...

Hi Megan, here's an idea: Create a smart list with Member of Engagement Program is true, Program is [the relevant engagement program]Move the Add to List flow step to the top (flow step 1), and add a flow step choice:If Member of Smart List in [the smart list you just created] > Do Nothing(Default C...

Hi there,Is the Person Score field in Marketo currently mapped to an SFDC field? (You can check in Field Management.) If it is mapped, the value will sync over to SFDC. If it is not mapped, you will need to work with Marketo Support to map the fields between Marketo and SFDC.I would recommend the sc...

Hi Jenny, there isn't a universal definition for what is considered a trusted source vs. an untrusted source. It's ultimately what you/marketing operations/the data team/sales agree to consider a quality source vs. what is likely to introduce data errors. Maybe a list transcribed from a handwritten ...

Currently hidden fields aren't included at all in the Export Field Names option under Field Management. It would be great to include these as sometimes they are still synced to the CRM.

Hi Victor, do you see anything on the executed campaign results tab? Do you have any smart list rules on the executed campaign? If there is an issue with the smart list (e.g. invalid criteria or logic) it will fail.Someone mentioned having trouble deleting the campaigns, but that may be more related...

Hi Hannah, offhand the nested program looks correct. Does Marketo show the email was actually sent to your test records? (Look at the Results tab on the 01. Send Email campaign and/or use an email performance report).If it does show as sent in Marketo, could the messages be in your spam folder/quara...