Julz_James

Hi YanYes this is set up correctly. So you're saying - anyone who is a member of the list in Filter 1, or anyone with the email address in Filter 2, as long as they are not in Filter 3 or Filter 4. You have to use 'AND' when using negative statements in filters.Looks good to meThanksJulz

All done 🙂

Hi Autumn,Thanks for the feedback. Its very hard to get into the specifics in that short period of time, but each one of these tips is based on my experience working with Marketo.Just a couple of expansions on what I want to get across:Program statuses are needed to be set up correctly in Marketo a...

I hope it is of some use to you Cayce. I can help with any testimonials/examples of documentation if you this it'll help them understand the importance of these tips

Thanks everyone for all the awesome comments. It was a lot of fun doing it 🙂

Thanks Grace! I'm love process documents, not just for me but for everyone inside and outside of a team. I always tell myself, what would happen if I won the lottery, could the team carry on regardless, and I think having things documented really helps with that.

Thank you so much for the lovely feedback! It's was nothing to do with the fields (i'd already checked all the fields), it was some old javascript that was hidden. Thanks to Sanford Whiteman​ he found the code and now I'm working on getting it removed.

Hi,Sorry for the delay getting back to you. If you run a batch you can add a time constraint for everyone before the Triggered campaign was turned on to prevent that happening.

Do you have a 'Rep State' field. The only way you could filter would be if you had that information on the lead record. The other option would be to have a list of all the reps in CA, and then use those names/emails/ID's to create a Smart list 'Rep' contains (everyone is CA).

You'd need to run a separate batch campaign for those who have already filled in the form. Just clone the campaign and change the trigger to a filter.