Veronica_Holme4

Except for the first email step (which could be managed separately) this looks like a regular email cadence. Have you considered using an engagement program instead? That way you'd be able to see exactly how many people are at each point. Easier than managing wait steps.

It's Marketo learning on steroids. Nowhere else can you get such a concentrated barrage of information so quickly, but you need to pick your sessions well.

The way I always deal with this is that the paid ad, social, etc is the lead source, and the webinar is the acquisition program. If you keep those concepts separate it becomes possible to see how many people "acquired" by the webinar came from different lead sources.

Danielle - by default SFDC lead assignment rules only run on new leads - so once the lead exists and has been assigned it won't re-run.If you need to change the owner based on a condition, you'd need to use the Change Owner flow step in Marketo, or have some kind of Process Builder or workflow manag...

Hi - it's not available. Engagement programs are considered "trigger-based" campaigns, and hence only work with Champion Challenger, and Date/Time makes no sense with Champion/Challenger because the test always fires when the triggered campaign fires. And as you know Email Programs can't be embedded...

Ha, yes, I've read that post, liked it, wish I could marry it. As usual a very fine summary of all the pain many of us with the sync are going through.

The product management team flagged at Summit this year that this capability was coming and would be part of Next Gen UX. Considering the number of things that get "promised" all the time but don't quite make the cut for one reason or another I wouldn't make any firm decisions around its arrival, bu...

That made me laugh for ten minutes. GOLD!

I wasn't aware Pardot could use it, which is interesting information. The real issue I'm having with it is that it is encouraging a whole wave of Salesforce consultants to now bring out keeping deliberate duplicates in Salesforce and uniting them through the "Individuals" object (which Marketo can't...

Hey - I think you better give us a use case or scenario you're trying to actually achieve? The sentence above made my head spin just a little bit as it's bringing together 3 different types of automation in Marketo that have nothing to do with each other...