Natalie_Kremer

You can add weekly subscriptions to RCE Reports via the Analytics section. Just select New Report Subscription and select Revenue Explorer as the Report Source. You should then be able to select the RCE Report, enter your receipients, and the Frequency you want it sent. You can select Every Monday.

H Suzy, you can do this by using Trigger Smart Campaigns. In your Smart List, you can use the Clicks Link on Web Page filter and add the constraint Web Page is. The Web Page name will be your Landing Page name and the link will be which link from the landing page you're wanting to send the email ba...

You wouldn't be able to track multiple statuses in the one Program, but you could set the different items at the same Status level so they could move back and forth between the statuses.

Could you create a specific Marketo Program Channel and Program Statuses for all of the items you might send? On the Salesforce side you could create a SFDC Campaign with the Statuses that match your new Program Statuses. Back in Marketo you could create a Smart Campaign to look for the "Status is C...

We do something similar to what Jay suggested. For most of our requests, we're just capturing the information in the short term to populate into an alert email, so there is no concern about over-writing the field in the long term.

Love Purple Select and the challenges! Can't wait to meet everyone at Summit!

Adding onto what Dan said, I often run into this issue if I'm using an email token in the From/ReplyTo email and my test record doesn't have that information associated with it. One way to work around this is to choose a Lead record that you know has that field and send the test using their informat...

The biggest suggestion I have is documentation! Most of our team wasn't around when our Marketo instance was initially set-up and there wasn't a lot of documentation prepared initially. I would encourage anyone setting up a new instance to be sure to document processes around structure, set-up, inte...

@Jessica Cross, this is very helpful! Thank you!