Carey_Picklesi7

Unfortunately, you cannot bring in Opportunity fields into reports as columns. Opportunity fields can only be used as constraints on filters. That is also why you do not see them in a special folder. Search "opp" and you will see the various triggers and filters that are available for you.

Thanks for the additional information Sanford Whiteman‌. That makes more sense now. It sounds like the hard part is that you won't fully know or understand wrong results.Do you feel that a solution would include some sort of independent batch campaigns that look for inconsistent data and then fix it...

Thanks Sanford. What do you mean by Commit Latency? Would a longer wait step, such as 10 minutes, be useful for allowing all the systems to fire and populate the important data? Given Rhune Kincaid's question, I still think that Option A is the best, followed by Option C. I only list Option B as a w...

What stands out to me are all the filters that you have in place. When a person is created they might not meet those filters, especially the ones that are Member of List. You also have the additional complexity of data being supplied by an API which may not happen at lead creation. There are many wa...

If you aren't able to increase the audience size, which it doesn't sound like you can, you may wish to consider the difference between the A/B variants. Are they dramatic enough to draw different results? Sometimes people use tests that are too similar so its hard to get different results. I would s...

One of the biggest issues that I see for customers is the content and quality of the emails. I generally ignore open rates since they aren't as reliable of an email metric. Therefore, I look more to click-through-ratio and custom conversations (such as did they fill out the form you wanted on the pa...

Hi Henry,A few additional questions, will your form include any hidden fields, such Lead Source or other fields that will help you identify them? That will help. For the examples below, imagine that you use a field set "Lead Source = Web" + "Lead Source Details = Introductory Contact Form"To prevent...

I concur with what Veronica Holmes​ says above. If you are going to add field that blocks them from coming back to Marketo, a synctoMarketo field is the best practice. I would also recommend the following steps:- You'll need a way to alert the sales reps that the record isn't syncing to SFDC. (Consi...

Global forms are generally the way to go, as everyone has said. Here are a few other tips I live by:Make sure you include flow steps in your local campaigns to populate the acquisition program. With global forms, it won't necessarily chose the right acquisition program by default. Include the form t...