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Hi Leora,The Marketing Calendar works with licenses that are issued from the Admin Section. Select one of your users and 'Issue License'. After logging out and in again you should find the calendar as an option in your main menu.
Hi Anil,Can you give a use case why you would want to find a lead by the ID?There's no way to search for a lead by ID because in practice this never happens. Leads have attributes or excite behavior which is interesting to filter on. A Lead ID doesn't tell you anything useful about the lead, other t...
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 give leads the chance to qualify, even if their score has deteriorated and the biggest negative scores will be for competi...
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 the lead in that program to Completed.Then, for Program 2, add a Filter saying 'Member of Program' is 'Program 1' and Sta...
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 a lot cheaper than with MKTO. Also, the API for SFDC is a lot more powerful than MKTO's own API.
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 appreciated.
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 was performed. Let's say you have a global webinar registration form.Person A registers for Webinar 1Person B registers...
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 #$opportunity.o_owner_nmls".
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 because the email gets sent through a processor when it gets built, and before it gets sent out. Flow steps do not get pr...