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That's a really interesting approach to address the limitations of the assignment rules. We have gone the other direction and pushed some of the logic upstream into our SF CRM by using formula based fields that we then operate off of in Marketo assignment rules.Gregoire are you able to address any o...
Hi Karyn, Hopefully I am understanding your ask correctly. I would build an email performance report (can be done in marketing activities or analytics) under setup on the far right set the date range for your email sends you want to pull data from and also use the filter for marketing activities ema...
It sounds like these contacts are deleted from your followup comments. Depending on your support contract and ability to direct support in the right direction they can assist in recovering them. This is an alternate approach to using the REST API that we have employed in the past.
Hi All, For background - We have a large number of partitions (23+) and workspaces and we would like to make some adjustments to the assignment rules of partitions that are currently in use in our production environment. We have tested these changes in a sandbox environment and have mapped out our c...
You will do great but nothing beats studying more than hands on experience so make sure you have made all of the campaigns, worked in the database, run most reports, etc. Play around in the system and try to break things so you learn, then the study materials will help to fill in any gaps.
We have looked into Vibes as a solution in the past which may work for you. Their integration was rather impressive and seemed easy to use. We ultimately didn't move forward with them so I cant speak to specifics but that decision wasn't because of their solution offering.
Hi Nimisha, Depending on the size of these lists one option could be you copying them into a smart list using the email address filter (or other filter) and see how many of them match by looking at the people tab. Anyone in the people tab would already be in your database. Smart lists only pull from...
Hi Jason, We use SSO on salesforce and exclude our Marketo API user so they can bypass the SSO and use the standard user configured password. You will need to setup your instance the same way.
Hi Sue, We have used it at a number events via IPads at a booth with great success and have never had any of your listed problems. I suspect this may have to do with a compatibility between your operating system on the device and the app, have you tried reaching out to support to see if they can inv...
Do you have advanced de-duplication rules enabled? If so this could be affecting it. Example -if you have Partition AND Email for de-duplication and the contact exists in a different partition that your assignment rules for your Salesforce contact this would result in a duplicate being created.