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It works! Thanks so much for all of your help. I learned a lot!
Hi Chris,Yeah, I was talking to my coworker and told her it probably didn't work because of something I omitted to you. This makes sense and I'm going to test it out. Also, I'm a dummy and turned off the qualification rule to test the program - so case closed on that haha. I'm going to test this t...
Hi Chris,I ran the program and ran into a couple of questions which you may know the answers to. First, it looks like the smart list didn't do its job. When I ran the program, it sent it to everyone. A lot of these people had blanks in HA purchase date field (what we are using in our smart list). If...
Thanks, Chris! I'm going to digest and build this - I'm sure I'll be back with some questions. Really appreciate your help.
Hey Chris,First I want to say thank you for the work you're putting in to help me out, I appreciate it!What you posted makes sense, I may just not fully understand how Marketo works and am making it more complicated than it needs to be. We sell hearing aids and about 4 years is the point where it's...
Hi Chris,Thanks for the response! I think I understand what you mean. I cloned the smart campaign and added this trigger: So after the data in "Left HA Purchase Date" changes, it puts the customer back in the original campaign, which says to send an email out 4 years after purchase date. Is this co...
Hi there,As I currently understand it, there are 3 types of rules I can use: We sell devices that typically can be upgraded after 4 years. We want to run customers through once, but if the column in the database for the purchase date changes, we want to have them run through the campaign again once ...
Hi there,I'd like to alert my clients when someone submits a form on Facebook. This is the closest article I could find, but I'm not sure if it's possible with Facebook. https://docs.marketo.com/display/public/DOCS/Alert+the+Sales+RepThis guide is exactly what I want to do, just with Facebook leads ...