Chris_Willis1

There is a workaround to using the PMCF in an add choice step, but it requires an additional step. First, create a local smart list in your program with the filter "Program Member Data Was Changed" and choose the value you want to filter based on. If relevant, select a Date of Activity that is rele...

Hi Heather, Having used emails in your previous streams, you'll find the work to rebuild your nurtures somewhat more laborious but it is doable. Engagement streams will "skip" content in programs based on program membership, and will skip emails within streams based on whether that record has been s...

Depends. Do these fields need to be editable from Marketo?If yes, place them on the contact.If no, then you can place them either on the account or the contact (wherever it logistically makes sense). Marketo only has update rights in SFDC for the Contact object and can only read the Account.

I would check with your Salesforce admin. The Marketo Sync User is subject to the data visibility rules that your Salesforce administrator grants it via the CRM, so there may be an issue in that regard where the Salesforce permissions are hiding those records.

+1 this response.To get replies to the "Person" in the email, you should use the reply address with the Executive's email and use a valid signed email for the "from" sending address (to filter out those pesky auto-replies).

The audience tab does have to be manually refreshed - it will display the value that was in the cloned program, but the true audience number, that you must refresh to see, is the current number of qualified persons that your new program's smart list queries. When you update your email program smart...

Thanks for sharing the code samples.

Hi Anna, From my experience with Dynamic Content in emails, I did expect the outcome that you are receiving. Dynamic Content is designed to present different content in an email section based on the segment that the person is assigned to. I would expect that a blank content section in a dynamic em...

Ditto this. Clone the email to create a history, then update the live email with the new copy and links.

Following as this can be very helpful!