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 pro...
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 o...
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...
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 fie...
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 activit...
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...