Expanding on Greg's helpful tip:Set competitors or applicants to -1000. That'll stop them from qualifyingEvery so often, set the scores from -500 to -1 back to 0.This way you'll gi...
Hi Matthew,This is pretty easy if you use a Program Status. Create a Program Status called 'Completed' and once a lead has succesfully run through Program 1, change the status of t...
If you're using Salesforce; did you take a look at the possibilities of storing survey results in Salesforce and then sync'ing that over to MKTO?Usually integrations with SFDC are ...
Hi Sanford,I'm super interested in what you're trying to say, but I can't decipher it (I'm not a coder). Is there a way in which you can dumb this down to my level? Much appreciate...
From my experience A report will always show the number of leads that performed an action (opened an email, clicked a link, filled in a form) and not the number of times the action...
Funny, I discovered the same thing recently. It doesn't really matter for setting and reading variables, but when you're displaying text, formal is the best practice.
Jill,Did Kristen answer your questions? In any case, you might want to try the 'formal' notation of Velocity in some cases. I suspect this bit might be throwing you off "NMLS #$opp...
Hi Brenda,The short answer: No.I had a similar question recently: Why can't we use Email Script tokens in Flow steps? The long answer by John Clark; Email scripting tokens work be...
The foolproof way to do this is by utilizing Program Membership.Smart List:Member of Engagement Program is true, is ANYMember of Program (this one) is falseFlow:Send EmailChange Pr...
Expanding on Greg's thought; always go for a Single Source Of The Truth. You don't want to lead owner information in Salesforce AND in Marketo. What happens when someone leaves the...