Chris_Willis1

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 you following (Creation Process) when using Knak to design email and landing page templates for Marketo?We have email and la...

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 Salesforce, however, does allow a tool like Workato to be used as the integration facilitator, and you can develop a sync rule ...

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 limited lists of values rather than freeform) before they go into the first stream? Or are you capturing later in the pr...

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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 changed (and change is to "not empty"), conduct the Salesforce campaign sync as you have in here. Then, update a UTM histor...

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 the DevMOPs folks on this board about how to leverage.

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 you move forward with depends on your use case. We are a Knak shop and have found incredible value in the tool. We hav...

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 consent policies for your known records by a program (or programs) that embodies your legal's interpretation of the regulat...

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 to a folder to archive multiple programs)Moving assets from folder to folder.Adding programs to engagement streams (would l...

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 not appear for persons who are leads in SFDC. 2. If this person is a contact, then I would contact your Salesforce ad...