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Hi Nina, I'm not really sure why "Lead is Created" would have that constraint as an option—that's actually a non-sensical constraint on the trigger. I'm pretty sure that constraint will be 100% of leads no matter what, because it's triggered and not a batch or filter.To solve your problem, though: B...
Hey Lynda, you can try to put in as much system-driven constraints as possible, but at some point you're going to need to rely on process-driven constraints.For example, as a system constraint, we use text tokens (not rich text tokens) in lots of places with specific HTML tags. Especially useful if ...
Hey Paul, I wrote an article on this a long time ago! How to Set Up Marketo Behavioral Lead Scoring Batch Campaigns
Add a filter to your trigger campaign which is "email contains @gtm.com." Then you can create your own test leads and simulate the trigger process to make sure they get added correctly, so long as your test leads have an email address with your main company domain. You can activate the trigger and n...
If you're doing real-time calculations with the point of showing a prospect, I'd do that with JavaScript, and then send the calculated value to Marketo as a field value. Those kinds of calculations will be very easy to do with some simple JavaScript coding.Marketo can do linear math (adding and subt...
In the Reporting section, you can make a new report called an Email Performance Report. Then you can go into the "Setup" tab and make sure all possible emails are selected, and change the timeframe to what you want (sounds like all of 2014, for example). Then you can export that report into Excel an...
Email opens, probably. Email opens are problematic because they're not very exact, but if you don't have actual CTAs on your email, then that'll be your best proxy.
The SFDC sync is assuming that you're going to be doing this as a one-to-one sync between records in Marketo and records in SFDC anyway, which is probably a big assumption in this case. I haven't done it myself, but I know people who swear by DemandTools as a great tool for SFDC, a feature of which ...
Hey Vivian, I think you just need a normal out-of-the-box sync with SFDC. You might have some small configuration setups, but I would only resort to "customized solutions to integrate" (as I'm interpreting that as technical custom development through writing code) in very very rare cases. It costs l...
That is going to be an absolute monster of a list upload. I would recommend breaking into smaller lists of around 100k. The problem with doing a single list of 1.8m is that you won't know until 24 hours later whether it worked or not. I've done a ~1m list upload and the spinning wheel doesn't differ...