Thanks Gursimran. When I was testing I was basing it on the last 15 minutes, just so I wouldn’t have to wait 7 days to see if the test worked. I tested again yesterday and changed the time frame to 2 days and “NOT IN’ program and it worked. I did not fill out the 2nd form for the 2nd offer and I did receive the email for the 3rd offer. ... View more

Thanks Gursimran. That is exactly what I have with one exception, filter 3 in the Smart List. I tested the filter with NOT IN Smart List and it did not include me in the group to send the offer for the 3rd form. But when I changed filter 3 to IN Smart List, it included me in the Smart List and did send me offer for the 3rd form. ... View more

Hi Gursimran, Form 1 is a form a lead will fill out for gated content on our website. After they fill out form 1 from the website, we send them an email to fill out form 2 for another content offer. If the lead does not fill out form 2 within 7 days, we then want to send them another email to fill out form 3 for a product demo. Does that help? ... View more

Since you want to send the reminder email to people who downloaded the 1st form but not 2nd form after 7 days I don’t want to send the reminder email to people that downloaded the 1st form. I want to send the reminder email to people that DID NOT download the 1st form. If that is the case, then shouldn’t the “Member of Smart List” be Person – In – smart list name? ... View more

Thanks again Gursimran. I figured it out the smart list logic after I sent my message. But one question I do have is regarding Filter 3 in the Smart list campaign. Member of Smart list – Person: Not In, program xxxxx Shouldn’t Filter 3 Member of list say Person: In, program xxxx? If it says “Not In”, wouldn’t that send the email to everyone that is not part of that smart list logic, which would be everyone in our database? I only want to send the second email to leads that did not fill out that specific form during the specific time frame. Or am I not understanding something in Filter 3. ... View more

Thank you Gursimran. When you say create another smart list logic, do you mean I have to create another campaign with this logic? So if my second campaign to send the second email offer is 02-Second offer, as an example, I should create another campaign called 03-Second Offer excludes? Looking at your screen shots I’m not exactly sure where to create this other logic. ... View more

Thanks Natalie. Would this be the correct way to set up the SL? Do I need to change the "Use All Filters" option at the top? ... View more

Thanks Gursimran, that worked. But one problem, I tested not filling out the first form from the first offer, and since I did not fill out the form, I did receive the second email, but so did everyone in our database. How do I set up the SL and Flow so that only leads that have entered this program receive the second email if the form from the first offer was not filled out? ... View more

Thanks again Sanford for sharing your knowledge. Last question, the smart list is ok with the way it is set up? It will catch leads that might have filled out one of the certain other forms in the past 60 days? ... View more

Thanks Sanford, that worked. I have a question regarding removing the FOF filter. The reason we had that filter in place is so we don't send multiple alert emails to sales for the same lead within 60 days if they have filled out another certain form. There are certain forms that leads fill out that sends a different email alert to sales that we do not want going through this smart campaign. If a lead fills out one of these certain forms, we do not want sales to receive multiple email alerts for the same lead the same day,week or month, which is why we were filtering those form fills out in the past 60 days. Would it be correct to remove the FOF filter as you recommended and create it as a trigger? Would that have the same effect? Are there any problems with the trigger? Our end result is to not send multiple alert emails to sales for the same lead within 60 days. ... View more

It shows scoring for what I have done, but does not show any activity regarding the Lifecycle Status. Almost as if, when I test, I'm getting blocked from moving from the smart list to the flow. ... View more

Sanford, thanks for the tip on changing the box-sizing from initial to content-box, it worked perfectly. I’d like to mark your answer as correct but don’t see the option to do so. ... View more

Thank you Sanford. If I change the box-sizing from initial to content-box, that will resolve how IE renders the form? What is the difference between initial and content box? When would you use “initial” vs “content-box”? Will replacing “initial” with “content-box” cause any problems with other programs where this landing page is being used? Will changing “initial” to “content-box” change how the form renders on other browsers, Chrome, Safari, Firefox? ... View more

Your assumption would be correct mr Watson. So what does that mean? ... View more

Thank you, so with the way the flow is set up, according to your recommendation for the trigger, I should be able to track and store the CSV style like your example above? Will that history be included on the alert email that goes to our sales team? Or since our CRM is not integrated I am still only limited to last interesting moment. I believe that is what was said previously. As for the velocity script, is this all I have to do: Am I in the right spot for using a velocity token? Am I getting these my.tokens confused with velocity tokens? ... View more

Thanks Sanford, I think I almost have this. I've created a text area field called Interesting Moment History. Is this how the flow should look: For the new value I have: {{system.dateTime}}: Filled Out Form: {{trigger.Name}}{{my.linebreak}}{{lead.Interesting Moment History}}, is that right I'm still a little confused about what a Velocity token is. Is that a token I would create at the program level? Based on the {{my.....} it looks like a token I would create at the program level, but I'm going to guess that isn't right. ... View more

Thanks everyone for your insights. Dan, I actually came across that thread and presentation from last years summit when I was searching IM's, too bad I missed it. The text area that Sanford and Trevor reference, is that something that would appear on the alert email? In order for the last interesting moment to appear on our alert email, would I just follow your setup from the thread? Here is an example of our current set up: Text area field is that field I would add to our alert email so the last interesting moment will appear? And is it also a token I would create, {{lead.Shminteresting Shmoment}} What would the value be then? As for the velocity script for outputting, is that a token I would set up? How would I set that token up to output the interesting moment? Is appending the history field a flow, like in Dan's example? ... View more

Thanks again Trevor for the information. Well, CRM is a bit of tricky subject. Our CRM is Microsoft Dynamics, which I believe can be integrated with Marketo, but the problem is that the Microsoft Dynamics CRM has been so customized, we can’t even get the new updates for Microsoft Dynamics, which leaves us almost unable to integrate with it. Based on this info, would it be wrong to assume that with our current situation, the best I will be able to do with IM is list the leads last IM on the alert email? James Zolinski Marketing Operations Manager Direct: 602-601-5833 Email: james@helpinc.us<mailto:james@helpinc.us> Web: www.helpinc.us<http://www.helpinc.us/> ... View more

Hi Trevor, we are looking to have IM’s included on an alert email that goes to our sales team. So when our sales team receives the alert email about a new lead or scored so many points to become a SQL, sales will see either a small history of the leads IM’s or the leads last IM. This way our sales team would have an idea of the leads activity. James Zolinski Marketing Operations Manager Direct: 602-601-5833 Email: james@helpinc.us<mailto:james@helpinc.us> Web: www.helpinc.us<http://www.helpinc.us/> ... View more

Thanks Sanford. Just based on what I have been reading through the community about this topic, it seemed, in order to get the most out of IM, it needs to be synched to CRM. We do have MSI so I do see we have IM’s, but not currently running IM’s. We are looking to start using them and I’m trying to get the best understanding I can about IM’s so we can take full advantage of them. ... View more

Thank you Sabuhi and Christine for your help. Your suggestions worked perfectly. ... View more

Thanks Sabuhi, if I understand correctly, I should remove arial mt, arial and sans serif and replace with only verdana? And that should fix the problem? ... View more