Level 10 - Champion Alumni
Joined the community 05-02-2015
Level 10 - Champion Alumni
Boston, MA
Manager, Marketing Operations and Techonology
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Hi Damon,Not being able to compare field values is one of my pain points with Marketo as well. We have four Markets (product lines) and have lead scoring set up for each of them. T...
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Hi Jessica,I think of the casts as the date and time the stream will execute an email send based on the cadence that is defined.If you hover over the stream cadence in your engagem...
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Hi Alex,This is how you want to set up the campaign to create an interesting moment that includes the link the lead clicked on:Smart List Clicks Link in Email Email is any. Flow...
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Hi Alex,We have a campaign set up that listens for leads who click a link in any email and creates an interesting moment with the details about the link they clicked on. The descri...
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Hi Anupam, Once you install the MSI AppExchange package in Salesforce, you will need to create a Salesforce profile with MSI enabled and assign the specific users to that profile ...
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Here's the Idea on the community if you want to vote it up:Make "Role" an available Constraint on the Has Opportunity filter
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Ashley,If you right click on the segmentation in the lead database, you should see create draft. Once the draft is created, you can make your changes to the segments and reapprove.
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Hi Kashmira, To segment by contact role, you would use theWas Added to Opportunity filter and add a constraint for Role. Unfortunately, you aren't able to create a Segmentation be...
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Hi Casey,Archived assets, including campaigns, will not deactive when they are moved into an archive folder. They will stay on and continue to process leads if you put them in an a...
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Hi Stephen,How the engagement score is calculated differs if you are using programs or emails within the engagement streams. If you are using emails, the score is calculated on op...
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