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If a lead's status is changed to "influenced", but they have not yet received email #2, would you still want them to move to the second stream when they exhausted stream 1?
Depending on what exactly you need:A smart list using opened email filter, list all emails and use "min number of times" constraint to see who has opened multiple times across the emails. Easiest to build, may give you someone who opened one email multiple times. A smart list using advanced logic: (...
You can use utm_content as a hidden field on your form and pass along the correct asset name. Then use the advanced TYP options to route to the correct page.In a similar vein, you could hide the form upon submission or have a generic TYP and use a fulfillment email triggered by the form fill & UTM p...
Your choice options don't indicate WHICH engagement program. If you look at the "member of engagement program" filter, you have the true/false option, then you can add "engagement program is X". In this case, it's checking to see if the person is a member of ANY engagement program, if yes, change ca...
You can pull a smart list (use ANY logic):No Email addressEmail Invalid is trueUnsubscribe is trueMarketing Suspended is trueEmail has hard bouncedThat will give you all of your unmarketable leads.
I'd love to see more technical deep dives and tips and tricks from seasoned users!
Great reminder to double check your high value campaigns regularly!
I wouldn't hold back a lead because we don't have demographic information yet. If they already have demographic information and they aren't a great fit, yes, but you don't want to risk holding back an engaged lead who could be a perfect fit just because you don't know yet. Typically I'd recommend se...
If you'll need this data often you can also create custom fields for "MQL Date" "MCL Date" etc. - Trigger off of data value changes and then date stamp the correct field. Then you can pull one smart list (data value changed this month) and pull your custom field into the view so you can see the date...
I typically recommend deleting unsubscribed leads that are also otherwise low value - no real recent activity, unlikely to end up in sales' hands any time soon, not at a target account or a really strong fit. Since Marketo has durable unsubscribe, there is no reason to keep junk leads in the databas...