Level 8
Joined the community 05-02-2015
Level 8
San Francisco
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https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001SVZmEAOThere you go!
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816
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If you're using Smart Lists, then yes! Info is automatically updated and people are added to the smart lists as they fulfill the criteria.
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Are you trying to add notes about the event in the record directly? Or are you trying to make sure that you attribute that lead to the event?
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As a rule of thumb, I don't ever make anything outside of a program.There's a variety of ways to use programs and to sort them so that they reflect how you want to report on them. ...
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Did you change your view in the Smartlist to include the lead owners?
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One thing to keep in mind: we've experienced sending issues with our duplicates. Due to the records having unique Marketo IDs and unique Salesforce IDs they've been receiving mulit...
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If you're changing program statuses within your programs, you could pull a report of "program status changed" and use the 30 days benchmark.
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Duplicate records are really the only way to track this.
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I use a tag to distinguish between lead-gen vs. operational emails. Channel tags differentiate between the types of programs, but custom tags allow you give high-level labels that ...
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If you're having issues with people filling the form but not being registered, it'd be good to review your sync between your marketo instance and your webinar platform. Are you sen...
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