Gerard_Donnell4

Hi Nikola Mihajlovic​Are you able to provide any screen shots of your smart campaign and flow steps?

I think this thread also needs moved into the product board rather than marketing.

Hi Eriko Yamada​,You should create the program first in Marketo and then Sync it to Salesforce. That way Marketo will create a matching campaign in Salesforce with all the same program status'.Just follow the steps in the Marketo documentation. Sync an SFDC Campaign with a Program - Marketo Docs - ...

What kind of smart lists are you wanting to create? I'm guessing you are not able to use them as most tokens that users create are at the program level and would not work outside of that program. Also, most tokens that you would create or use live at the lead level and it might not be functional t...

Hi Sarah Mayer​,I would use smart lists as they would be easier to manage and make amendments to, which I think you will want to do as you refine these lists going forward. I would only use segmentations when you have multiple definitive groups to slot leads into under each category, examples would...

No problem Jay Wei​, glad you have your issue sorted.

OK Jay Wei​ I think I am following you. I'm assuming you are wanting to send them all the same email?If so what I would do is go into the smart list section and search for your field "Vendor Codes" and drag it into the smart list area. Once there I would make the selection "is" and then hit the li...

I would suggest that most of this lead routing and activity should be being carried out in a CRM like Salesforce. There should be a single lead/contact record where all the activity should be logged. On the Marketo side you could add things like alerts on all the different forms to notify the corre...

Hi Michael Qian System managed fields are fields managed automatically by Marketo and other sources such as Salesforce. They can not be edited by a user. Check out this page in the product docs for more information Understanding System Managed Fields - Marketo Docs - Product Docs Could you also m...

Hi Jay, Im not sure I follow your question but you should be able to segment the leads based on vendor code in your smart list section. You could also use the "send" flow step and add choices like "If vendor code is XXX send this email else send a different email". Can you give a bit more informa...