Thank you for the information - you are beyond helpful, as usual.  ... View more

"So if each Subscriber needs to receive an email per Beneficiary, that must be done at an "outer" level (i.e. not inside the email itself)." Any tips on determining this at the outer level? I have a situation where a list of leads will receive an email (confirmation of a payment plan). The list may consist of, say, 50 unique leads, each with their own unique payment details to confirm. No big deal. The list may also consist of, say, 40 unique leads, five of whom have two different payments to confirm. I'm uploading these as a batch, with a data vaule change as my trigger, but the triger only catches one of the data value changes, so only one of the payments is confirmed via email. Any suggestions? ... View more

Thank you! By the way, I'm working through your Lead Lifecycle course, and it's really helping me put some more Marketo pieces together. I've implemented many suggestions based on the lessons and it's definitely making me a better Marketo user. Thanks again! ... View more

Excellent - thank you, Sanford! I was hoping I would see you respond to this post. Thanks so much, I appreciate your information. ... View more

Thanks for this, Sanford Whiteman! My rudimentary understanding of this would allow the API to dedupe/merge leads as they were added to Marketo. Is there a way to use the API on established, identified duplicates in a static list, by chance? ... View more

I knew you would help me find a solution, Sanford. Thanks for pointing me in the right direction. I had neglected to specify the campaign attached to the #7 webhook (first criteria was fills out form), which meant the #7 message would send every time the form was filled out. Thank you!!!! ... View more

Message sent, thank you. I do appreciate the time you take to help others out, and for working with me to help answer my question. I love Marketo, but I’m not a developer. Working for a nonprofit, Marketo is one of three jobs for me. It’s thanks to helpful experts like yourself that I am able to progress with Marketo at all. Thanks again! ... View more

Thank you, hopefully what I posted helps you help me. Thanks again. ... View more

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Thank you. It is an email send, and I've noticed my 'members' currently include only the test group, which made me think the overall winner may include someone who fits the criteria but may have not been in the database prior to the test. I'll run some tests/compare some lists after it's all done and see if I can confirm. Thanks again! ... View more