Katja_Keesom

Good point on the Custom Object vs Activity. Of course the record needs to be updateable.

I don't have any experience with those, but TwentyThree has a webinar solution that offers quite a high degree of director-style features with which you can control just that: https://www.twentythree.net/webinars

As far as I am aware there is no direct integration between the two. So you would need a middleware tool to connect the two and set up custom activities through the middleware.

When you use smart campaigns like that, technically you do not need an arrow in your model for every permutation. So for skips on the success path I think you can do without the extra clutter in your diagram. That being said, I would try to visualize possible detours as accurately as possible withou...

There's no standard out of the box filter for "has cookie". However, there are some interesting ways of highlighting people who have been cookied. First of all, of course web visit activities are logged in the person's activity log. Setting a filter on "visited web page" including all pages you coo...

I tend to manage transitions with an Operational program, using smart campaigns to define each possible set of transitions. That way you can define rules for "any previous stage" to MQL as a single smart campaign. Using the operational program also ensures your different flows and rules are a little...

It would actually, if you choose the "skip new leads and updates" option.

In addition to the remarks from @SanfordWhiteman , also take into account that some countries require a double opt-in rather than a single opt-in.So your first job is to find out / formulate your company policy for which rules you apply where based on the legal requirements, then set up your fields ...

The trick here is that you do not set up your registration page in Zoom. You set up your Webinar program in Marketo to link with the ID of the specific webinar. You have to make sure that, when a person registers, they are updated to Program Status Registered in Marketo. That is the trigger for the ...

In the Admin section, under Integrations > Salesforce there are two tabs (Sync Status and Sync Errors). In addition, sync errors will give you a notification with a good level of detail to be able to troubleshoot the error.