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Hi Beth -It depends how you set it up. By default, a lead can only fall into one stream at a team if within an Engagement Program. Otherwise you will have to set up rules to disclude them from other Engagement Programs or triggered Email Blast campaigns.Lauren
May be one of my top 3 frustrations... in life. The search functionality is absolutely terrible. This community is gold. We need better access to the information.
Having the same problem - Does changing the status to Registered automatically Register them or do they need to physically register again (or have someone register them again)Lauren
We have a value called "Created in SFDC" for Lead Source if the person creating the record does not select the Lead Source.
Hi James,This is one of the reasons we keep all leads in Salesforce. They are owned by a "Marketo User" (as if they are just in Marketo) but if a sales person needs to use that lead, they are welcome to do so without having to create a duplicate.
I should add that we are capturing URL parameters to populate lead source/detail if they are new to the system already, so that is an option for other fields as well.
Thanks all. My fear with the use of fields is that if people take part in multiple assets/publications that it wont get tracked. Or maybe that's overkill and never really happens. Here is a real life example I am struggling with. We have 4 publications (P1, P2, P3, P4) that are promoting 3 different...
Hi all,I'm trying to figure out the best way to track Paid Media in regards to Programs and SFDC Campaigns. (Our programs almost always correlate with an SFDC campaign.) I am not sure if we should create programs for each piece of content that we are promoting (eBook, White Paper, Case Study - just ...
Hi Olof, Marketo won't send the same asset twice. However, you oculd clone the email and rename it. You could either add it to the bottom of the stream or create a new stream ("Round 2") with the cloned emails.
Amelia,Marketo will not change lead owner upon import. So long as there are not any flows that tell it to do so, you should be fine. I am a fan of always importing into Marketo for deduplication purposes.Lauren