Traffic_Agency

Being slightly nitpicky... but Used By won't cover all the bases. A field can be updated by API, form post, webhook, import, or sync, and it won't appear as an explicit Used By. That can make things really hard to track down, but you cross your fingers and hope everything is documented. ... View more

The details of the Filled Out Form activity contain each set of updates. Obviously the fields on the lead also reflect the updates, but that's only until they're overwritten by the next update. ... View more

Hi Traffic Agency , As per this documentation also, what it says is if you do choose "Skip new people and updates", Then it will - Skip new person creation. So if you do not choose it, it will create a new person. It will still not alter the created date of an existing record. Best Always, Karan Hari ... View more

Technically, since there is a durable unsubscribe in Marketo, what you could do in your Smart Campaign flow for purging is to Change Data Value of Unsubscribed to TRUE before you remove the person from the database. This way, if the lead was to come back into Marketo, they wouldn't receive any emails. Since there isn't a sync, you would have to manually do this within Salesforce too. Is there a way for you to mark all of these contacts as inactive within SFDC as well? That way, you would be able to filter out those that are inactive from any list exports in Salesforce, so that you wouldn't have those enter back into the database. ... View more

Yes, my recommendation is to use three smart campaigns within one default program. You might be able to use one smart campaign with wait steps depending on how your inactive smart list criteria is setup. You would need to test that respondents are falling off the smart list and those who engage are not picked up in the wait step. 3 smart campaigns will give you more control and should take minimal extra effort. ... View more

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! ... View more

I should add that this is much, much simpler if you can store your data as JSON or even XML, since those formats have established query languages (JSONPath and XPath respectively). What CSV has over the other formats in terms of seeming simplicity (though in reality it's equally easy to mess up, if not generated by an app) is offset by a fragile and complex lookup process. A JSONPath approach for the same result takes only a few lines. ... View more

If it's the same campaign, do the evaluation in the flow as a choice.  If "Person was Created" in past "30 minutes" <--- choose whatever you like here in terms of time, then send new user email.  Default is to send the existing lead email. ... View more