Brett_Carpenter

Level 3

Joined the community 18-10-2017

Level 3

Marketing Strategist

Durham, NC

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Field not available in form?

by Brett_Carpenter 05-03-2018

Hi Nation! I've got a weird issue happening with a form I'm trying to create. When our instance was initially set up, a boolean field called 'Is Partner' was created. It clearly shows in the Field Management section of Admin and a program is actively using it. However, when trying to create a form t...

Discussions

5521 0 5

Marketing: Marketing Operations (MOPS) & Data
Re: Filter by ID

by Brett_Carpenter 03-09-2018

Any progress into this Marketo?

Ideas

20272 4 0
Re: "Add to SFDC Campaign" Flow Step Assignment Rules

by Brett_Carpenter 02-20-2018

Thanks Grégoire Michel . I admit, I'm grasping here. Would this check be enough to prevent the sync to SFDC and only update the campaign status of those actually in SFDC? Or does the 'Change Status' flow step automatically sync?

Discussions

6115 0 1
Re: "Add to SFDC Campaign" Flow Step Assignment Rules

by Brett_Carpenter 02-20-2018

So we ran into a little issue, maybe y'all can help with.We ran an email program inviting people to an event. We wanted the SFDC campaign to show 'Invited' in Marketo but not yet sync the person to SFDC until they've reached the score threshold. Are there any flow steps available to do that? Update ...

Discussions

6116 0 3
Failure to Send error on Recipient Time Zone email

by Brett_Carpenter 01-17-2018

Hiya Nation! We just got the new update that includes recipient time zone send (yay!) however, when trying to send out an email using it, the email failed to send. I wasn't able to get a screenshot of the notification, but it basically said the message was unable to be sent. I did clone the program ...

Discussions

1560 0 1

Email Marketing
Re: Name/Email Data Management

by Brett_Carpenter 01-08-2018

Thanks Macarena Mazzeo In this case, the phone number field came through our resources hub. I'll ask them if that's a field we can change to at least be number-only.

Discussions

3023 0 0
Re: Name/Email Data Management

by Brett_Carpenter 01-08-2018

Thanks Valerie!

Discussions

3023 0 0
Name/Email Data Management

by Brett_Carpenter 01-08-2018

Hey all! I've got a bit of a data issue going on with some names in my database. If you see in the screenshot, this lead has garbage data. Our check before leads get sent to SFDC only makes sure those fields aren't empty (which doesn't help in this case). What data management rules do you clean data...

Discussions

3305 2 4

Lead Management
"Add to SFDC Campaign" Flow Step Assignment Rules

by Brett_Carpenter 01-04-2018

When I'm using the "Add to SFDC Campaign" flow step, and the lead isn't already in SFDC, I just learned that this step will sync the lead to SFDC.What are the assignment rules it uses though? Does it use the auto-assign rules that are created so the correct sales owner will be applied?

Discussions

7281 0 7

Integrations
Re: ABM in Core Marketo

by Brett_Carpenter 01-02-2018

Ah, bummer. Excuse my newbieness Thanks for all your help! It is certainly an intensive process.

Discussions

4696 0 1