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Hi Nick,So you suggest I create 3 smart campaigns for each email send and then use the default program to determine the timing of when the smart campaigns are activated?Could I also just create one smart campaign and add in all of the steps? Such as, Send email #1 and wait 1 week, if lead does not c...
I'm looking to set up a re-engagement campaign with three different emails for inactive leads within the past 6-12 months. Advice on how to set this up in Marketo?The 1st email will be asking if the record still wants to hear from us and encouraging them to update their email preferences. If a recor...
Yes, the Salesforce instance was previously synced so, as you mentioned, Marketo identifies them as leads and contacts. That's why the merge isn't working. Thanks for your help!
I spoke to Support and they mentioned that it is because our Salesforce instance is not currently synced. We aren't able to connect to Salesforce at this point so we are trying to figure out a workaround. Any ideas?
I was able to find out how to merge records but am getting an error message everytime I try to merge saying that it "Failed".
I have almost 2,000 duplicate records that I need to merge into one record (with the most recent information). I'm not looking for a third-party tool, but am wondering what the process is to manually merge records into one? Is there a way to merge the two together to maintain the activity log of bot...
Hi Sanford,Can you please explain the second solution a little more?
Is there a way for Marketo to assign field data to a new contact? For example, if a new contact enters their information into a form, can Marketo recognize (based on the email domain) that they are at the same company as other contacts that are already established in the Marketo database and auto-po...
Hello, I am looking for a way to set up a smart list to trigger a response email based on if someone already exists in Marketo or if they are new. The existing members will be prompted to update their profile and subscription preferences while the new members will be asked to complete their profile ...