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Create an alert email that looks something like this (with the appropriate tokens based on your form).Create a smart campaign that triggers off of someone filling out a form, create a flow step that says 'send alert' and use the email you create. I suggest making the email operational as well.
here you go! http://community.marketo.com/MarketoArticle?id=kA050000000KyqTCAS
I'd do what Delinda or Michael said. 🙂
When I sync up a MKTO Program and SFDC campaign and members automatically sync to SFDC how are they assigned? Does it use auto-assignment? If so, how can I change that?
Dan, I should have invited you in for our integration weekend and subsequent madness!!! It's been quite a learning experience that I think deserves some documentation. We are integrating a very mature MKTO instance with a new instance of SFDC full of legacy CRM data. I could find very little on my s...
Dan, I'm living this situation right now. I'd be happy to chat with you if you want to connect with me in 2 weeks or so, when I'm hopefully on the other side of this thing. There are definitely some gotchas I'll share with you. And when I have time, share them here too for others!kimi.fowler@hyland....
Thanks Elliott! 🙂
Thanks Elliott, I got that piece I think... should have mentioned it. So do you run a triggered smart campaingn in a non-synced program that says if a program member is synced to SFDC to sync them to the appropriate SFDC campaign? I just want to make sure I'm automating it. Am I making sense? 🙂
Sorry Michelle, I mis-spoke (mis-typed). We use yes/no on the form but it's a boolean field. In SFDC they display as checkboxes. checked = true as in YES I want those. We use the fields on all email send smart lists. So if we're sending an event email a filter is 'Preferences - Events' = TRUEWe auto...
I was going to say the same as Sheila, sounds like it was deleted in SFDC.