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Thank you for the reply. It seems the best course of action would be to create an SFDC automation that changes a field when the status of a CO changes. Would this be the best way to handle this situation?
I am trying to use a smart campaign to trigger an email off of a status change in SFDC. The challenge comes as Marketo only reads the standard SFDC contact role but my company uses a custom object instead of the standard SFDC contact role. Has anyone had a similar experience where custom objects wer...
Hi Lisa,Welcome to the community. I'm fairly new myself and I can assure you it's a great platform and the community is very helpful. One thing to look out for is to ensure you have secure links and landing pages in your instance. This is important because the last thing you want is to have a deadli...
We went ahead and got secure landing pages and links. We realized through testing without secure links and landing pages you couldn't run an effective campaign. If you don't have secure links in your email or had a non-secure landing page a user would get errors. You should definitely have this and ...
Thank you for the insight Jay.
Thank you, Josh. I appreciate your thoughts. I will reach out to my Marketo rep.
I am new to Marketo and looking to make sure that I am continuing to maximize my company's usage of Marketo and marketing automation/marketing operations. I found this link for the Marketo maturity model. Is this the best one to follow of is there another one that would work better? I haven't really...
Hello, I'm pretty new to Marketo and wanted to know if they have a visual workflow. If not does anyone have a good platform or service that they use? I know other sites like ActiveCampaign and SharpSpring have a visual workflow. I'm trying to find a good way to visually represent the flow to my inte...