Katja_Keesom

The use case for global forms is a strong one for sure and it just got stronger! 😉With all that's being said in the thread though, there is a use case for perhaps having a flag to "not auto-deactivate". My use cases often are around operational processes where niche scenarios need to be catered for...

I am not sure what your fifth filter is about, but if it is something campaign-specific I would not include it in a segmentation. As mentioned, the segmentation is something you set up for generic use. You can then combine the segmentation selection with campaign specific criteria in your campaign's...

You are absolutely right. This blog was just written about capturing utm tags by @Andy_Caron3 , capturing this and many other aspects: https://nation.marketo.com/t5/champion-program-blogs/best-practices-for-utm-processing-from-website-gt-marketo-gt-crm/bc-p/319870#M2455

@Andy_Caron3 this is a great article. Love the concept of the temp fields, as it solves a few headaches alright.

You can send the alert to multiple people, by adding multiple email addresses in the To Other Emails field. If I remember correctly you simply enter them separated by a comma. It will not cc them, they will be in the to field, but that's the way I would do it.

That was indeed the general gist of how I'd set up the manual work around. Probably indeed finish your flow with if member of smart list Possible Duplicates > Request Campaign and then in the second smart campaign use the trigger Campaign is Requested combined with email was not sent. Haven't tried ...

Hi there!That is indeed a tough scenario. The default approach for Marketo is actually your scenario 2, where Marketo will only send the email once. In order to make your scenario 1 work, I think will only ever work if you do it trigger based or with a manual work around to identify records that wer...

Thanks for clarifying Sanford, good to have the full detail on it 😉.

The segmentation would be generic, for use in all programs, so member of program should never be in there.I would build the segmentation along the lines of:Email address is empto or Email Invalid is true (these records are useless)Unsubscribed (you are not allowed to email them)Terms & Conditions is...

A segmentation is pretty much a prioritized series of smart lists. So first smart list (segment 1) is checked, if someone meets those criteria they cannot be in any of the next ones. People who are not in 1, are evaluated in 2. If they meet those criteria they are in segment 2, etc. That way, each p...