Josh_Pickles

Josh_Pickles

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Date Last Visited
‎03-30-2025 10:07 PM
Level 7
Joined the community 17-12-2014
Rank Icon Level 7
Marketing Director: Automation
Wellington, New Zealand
  • Re: Somewhat Off Topic: Favorite Flowcharting Tool

    I've always found Lucid Chart to be a tool that does the trick pretty well.https://www.lucidchart.com/pages/home

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  • solved badge Re: A/B testing Questions

    Hi Ketki,If you're using the AB testing feature, you can drag the Test Sample Size slider to 100%, meaning that 50% run through day 1 and 50% through day 2. If you set up the slider this way, you technically never have a winner as defined by the AB testing feature. If you're looking for more insight...

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  • Re: Revamping Lead Lifecycle Program - Edit existing or create a new o...

    Hi Leticia,In all fairness, it's entirely up to you. I wouldn't say it's just as easy to create a new program as it is updating an existing one, but it really depends on the complexity of the lifecycle program you've got set up. I personally prefer starting with a blank slate. It gives me the opport...

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  • Re: Identify Not used Fields - Cleanup Marketo

    Hi Rishabh,To the best of my knowledge, there's no easy way of being able to manage this process on your own outside of manually reviewing every field within your Marketo instance.The Marketo professional services team can likely help you, however, there will likely be a charge involved.

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  • solved badge Re: Do I have to add smart campaigns for each email in an Engagement P...

    Hi Ian,Can I confirm you looking for a way to to add leads to an SFDC campaign after they have been sent an email within an engagement program - is this correct?If you are, you shouldn't need multiple smart campaigns - only one. If your emails are within an Engagement program, your smart campaign tr...

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  • Re: Pulling Lead Status Date into Marketo Report

    Hi Virginia,Unfortunately, there's no default way to pull a date or time into a Smart List view. You can, however, develop a process within Marketo that date stamps a field whenever a specified action occurs - such as becoming an MQL (e.g. date stamp a field titled "MQL Date" when a lead becomes an ...

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  • Re: Suppressing emails outside of Engagement Programs

    Hi Milly,Your best bet is to do as you suggested - suppress engagement program members from each email. A suppression list identifying all engagement program members could be an easier option so you're not manually inserting every engagement program into a flow step every time you want to run a one-...

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  • Re: Can you see revision history/versions of emails?

    Hi Lauren,There's no revision history to reference within the Marketo interface that allows you to review previous versions of a saved email or asset.

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  • Re: Lots of folks in a Nurture program not receiving messages despite ...

    Kia ora Anna,There's a few things to check, some of which you have already done - which is greatEmail content is ActiveLeads have an active cadence (not paused)Have leads been sent this content before? If so, Marketo won't send it againAre leads sitting in the right stream?Stream Cadence has been se...

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  • Re: NURTURE: Transition Rules - Triggers vs. Filters

    Hi Robyn,If you wish to move a person into the next stream when they have received all emails & and have opened 2 x emails & clicked at least one, the following filters will work:[Trigger] Delivered Email 5[Trigger] Clicks link in Email - any of the 5[Trigger] Opens email (min of 2 times) - any of t...

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Public Statistics
Date Registered ‎12-17-2014 12:09 PM
Date Last Visited ‎03-30-2025 10:07 PM
Total Messages Posted 168
Likes Received 138