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Advocate (INFJ-A)Not sure yet. Some of it is spot on, but I'm not certain on others. Who knew as an analyst that I was creative!
We're about to start using contracts, assets, service contracts, cases and entitlements. I need to know what I can sync and what will come over for segmentation or triggers.
Naming conventions are also great! I forgot about that, but now that we've added dates and then short abbreviations for channels, it makes everything so much easier and clean!
We have 3 phone number tokens in our program for the various countries and then we just use the appropriate token in our dynamic content to ensure registrants receive the one local for them. The other one that we are working with now is we just switched to ON24 and we're testing using a token for th...
Tokens, tokens, tokens! For our activities that we do regularly, we have a program set up that is basically blank, but includes all tokens that we normally use. Then we clone the blank program to keep everything consistent and save us lots of time!For example, our webinar program contains tokens for...
Hi all! I'm Amber Hobson. I'm the Demand Generation Specialist for Applied Systems. I'm in our University Park, IL office (just south of Chicago!) I do a lot of the operations side of our campaigns for lead gen/nurture in Marketo and then am our analyst for just about anything.
Does that work if the field in SFDC is a multi-select field? Or do I need to do a ; in between the token and the new value?
Hey all! We are looking at cleaning up a few fields and by doing this, I want to move them into a field that syncs from our SFDC database that is a multi-select picklist. I want to make it so that it adds the new value to any existing values that were already in that field. So, if someone has value ...
You have to modify both of them separately. You can modify the program name within Marketo to get that to change and then modify the campaign name within SFDC. Once you modify the campaign name, it will sync back to Marketo and show appropriately.
So, I can only get this with a filter, not a trigger? Any suggestions on something I can use for the trigger? I would prefer not to set this up as a batch campaign.