Kristen_Malkov1

Just a real quick clarification: it will 'know' only if you're referencing a nurture campaign. Are you using the engagement module? If not, then it's basically a free for a all and will resend your email to people who have received it.

Are you testing in Gmail or a similar client? We've had things randomly change/populate like that based on renderings inside the email client itself.

Hi Todd,I'm not sure that this is the best approach for sending things out--it doesn't seem scalable. That being said, I don't have an easier solution for you, BUT @Adam New-Waterson has a solution he posted on LinkedIn that you may want to check out. I think if you worked with this, you COULD find ...

Have you enabled forward to a friend? That'd be an easy way to capture information. Josh brings up a good point--it might not be worth the hassle to try and implement something that complex unless you have data proving that this happens frequently and you're missing out on leads.

Sure! But what are the different options? What benefit do you think this will have?

I've always just had the outside rep be the primary 'owner' and created a secondary field for the inside rep. This made it easy for profiles to be set up since they could be mirrored off of one another.I'd check SFDC community too for answers.

I think creating a responsive template is the most important thing you can do. Something clean, concise and applicable for a variety of needs will probably serve you best. (IE--your first suggestion).Content is tends to what make people convert, although the ability to add header images could be ben...

This is an age-old problem between Salesforce and Marketo and essentially negates all ability to do campaign reporting for marketing if you're looking for multi-touch attribution. The best way to handle this (without purchasing a BI tool) would be to turn on implicit attribution for RCA. This will a...

Hi Manisha,You could always use progressions statuses to tag people at the date/time that they complete a particular action then run a program status report. This would only require you to update the program status to be "visited page" and "filled out form". You can then add people to static lists t...

Here's a link to my slide deckdocs.google.com/presentation/d/1-Zc7jXz4KW_hWOgGK62QnCqsa1yDyu1IMpKZwREPa9E/edit?usp=sharing​Let me know if you have questions or need additional assistance.