Josh_Pickles

Hi Thomas,One way to create this would be to start with a People Performance report. Under the Setup tab, change the "Person Created At" value to be "all time", and the "Group People by" filter to "Person Source". Your next step would be to create a series of reporting Smart Lists under Data Managem...

Hi Rhianne,Could you give more insight on the issues you're having? I can't promise there's a simple fix for your display issues, but having screenshots and a more detailed description of what the email template issues are a great place to start.~ JP

Hi Barb,Sanford's right - this is why we have an Approval stated. Marketo will automatically save any changes you make in the draft form, but it won't accept those changes as "live" until the asset has been approved. Before a send, it always pays to run a test send of the approved asset to double ch...

Hi Emma,To the best of my knowledge, the tab order is locked down and the only way for Marketo to land on the Lead Info tab first is to not have a Custom Tab set up at all. It's something you could raise as an idea here for people to vote on: Ideas Cheers,JP

Good point - that's something my stuck-at-home-sick brain neglected to think about. Thanks for raising that!

Hi there Lizzie,Your best bet would be to make sure your webinar tool is integrated with Marketo. This will ensure that all leads (Registered, Attended, Did Not Attend etc) are pushed through to Marketo. If your event program has been set up with the corresponding statuses, then you'll easily be abl...

Hi there Jeffrey,To the best of my knowledge, programs aren't able to be shared across workspaces - however - assets can be. Marketo does have some decent documentation that can walk you through how to share these assets across workspaces (Understanding Workspaces and Person Partitions - Marketo Doc...

Hi Anastasia,I've yet to encounter an error with Marketo incorrectly reporting open rates - but there are a few reasons why your open rates have previously been reported as low.My initial focus would be to look at language used within your subject line - has the language changed? Have you customised...

Hi Lizzie,Do you have your webinar platform (Brighttalk) integrated with Marketo? Do you have these leads current sitting within a separate webinar program? And are their program statuses changing to something like "Attended" or "Attended on Demand"? If you have a program set up to manage your webin...

Hi there Lizzie,Unfortunately, there's no official way to skip an email within an engagement stream - however - there are a couple of workarounds to get the results you are looking for.New StreamLike you said - it's pretty easy to create a new stream with emails 2-4 sitting within it. This way, the ...