Hi - Here are some thoughts from our implementations.
I have put down here some general questions that I am hoping to get answers to; (
1) What creation method or strategy are ...
The native sync would not allow for the CRM duplicates to be de-duplicated upon sync. This is a core rule of the native Marketo to Salesforce Sync.
The custom API sync with Salesfo...
I always recommend using Smart Campaigns here because you do have more control over of the transitions.
Question: Are you capturing Job Title (FYI - I do recommend that you use lim...
That approach does appear to be valid. One thing that I would recommend would be this (because you may want to keep a UTM history in Marketo for tracking).
When utm_source is chan...
There does appear to be an API endpoint for this.
https://developers.marketo.com/rest-api/endpoint-reference/user-management-endpoint-reference/#/User_Management
Talk to any of t...
Hi@dillonlee02,
Here are some of my thoughts, and I know that there's a lot of debate about using external vs. native email/landing page builders and I believe that what decision ...
Not sure about external platforms (are you referring to platforms like OneTrust for preference center & cookie consent?), but within Marketo the best practice is to govern GDPR con...
Hi Jon,
I mainly use drag and drop for these purposes.
Archiving programs (would love to see an ability to select multiple programs for an archive vs. having to move everything t...
Two things I would look for:
1. Is the person synched to a Salesforce contact with an associated account? I assume that the answer is "yes" but do want to confirm. This data will ...