Veronica_Holme4

Veronica_Holme4

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Date Last Visited
‎09-21-2021 06:53 AM
Level 10 - Champion Alumni
Joined the community 01-10-2013
Rank Icon Level 10 - Champion Alumni
Principal Consultant
Sydney
  • Re: Filter by SFDC ID

    Hi Jason,Can you give more details on your specific use case? Any smart list filter that allows you to specify a field attribute (such as "Data Value Changed") will allow you to pick any existing data field to filter by, and SFDC ID is one of those able to be selected.What precisely were you trying ...

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  • Re: Marketo converted leads not appearing inside SalesForce Campaign

    Hi there - your program has a direct link to the SFDC campaign, so you do not need sync to SFDC flow steps. In fact Marketo will ignore these if you put them in.The second part of what Jeff says above is the key here - what you DO need is a flow step that makes the lead a member of the program, whic...

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  • Re: Segmenting Emails

    Set your smart campaign settings to "Each lead can only run through the flow once".Using this setting prevents people who have already run through the flow from being sent the email again. That means you can add more people to the campaign and run it again without any fear of people who have already...

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  • Re: Email Template not working

    The first thing that comes to mind here without any additinal details is to check that the part of the email template you updated was not within an editable area. After you've created an email from a template, changes to the template inside editable areas will not update emails built from it (this i...

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  • Re: Reminder Email with variable dates

    Hi Jason,Have a look at the documentation on Advanced Wait Steps. This article is a great how to on using the birth date in the advanced wait steps and sending an email before or on somebody's birthday.http://community.marketo.com/MarketoArticle?id=kA050000000L98KCAS

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  • Re: List of Engagement Program Features by Edition

    Hi there - To be 100% clear, what this graph does not specify in terms of feature breakdown is that Spark and normal Standard versions have only a SINGLE stream within an engagement program, and the add-on and Select have multi-stream capabilities.

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  • solved badge Re: Losing Marketo Sales Insight data when converting a lead to an acc...

    Hi - I'm answering this assuming you are not using Salesforce Person Accounts.The Sales Insight data for the lead should convert onto the Contact that is created on lead conversion (rather than the Account). Do you have Sales Insight on the Contact page layout as well?

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Public Statistics
Date Registered ‎10-01-2013 07:59 PM
Date Last Visited ‎09-21-2021 06:53 AM
Total Messages Posted 421
Likes Received 296