Gerard_Donnell4

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...

Hi John Crumpton​,I think this is a huge topic and something that will be hard to answer in a forum post. Firstly you need to work with sales to establish exactly what a Marketing Qualified Lead is and what a Sales Qualified Lead is. If someone downloads a piece of content are they really at the s...

Hi Lia Jakubowitz​,This same question came up just last week. You might find the info your looking for here: Deleting leads from Marketo only

Hi Nikola Mihajlovic​,Just to add an extra bit of detail. In your alert email that you are creating you can pull in some details on the person that has filled in the form. I have added an example below. Hi,Congrats! Someone just signed up for the XXXXXX XXXXX XXXXXHere are their details:First Name...