If you wish to transition exhausted leads of one stream to other stream the simple way is to use a Batch Campaign with following Smart List and Flow rules: Smart List Filter:    Flow: Also Exhausted Leads are not in any case lost, exhaustion simply means that there is no more content in the stream to send them, as shown above you can change stream of such leads or add more content to the existing stream so that they start receiving content.  ... View more

I will explain the complete process hoping that it would clear your doubts -  When a lead enters the marketo system, it goes through several stages before it is won or lost(these stages are of-course configured as per the requirements e.g. Known, Engaged, MQL, SQL, SAL, Oppurtunity, Won/lost). With the SFDC configured with marketo a lead is synced with the SFDC, and as the lead progresses and reaches the threshold setup for the SQL,  Sales will examine things like the lead’s job junction, company size, and industry classification. When they,  determine that based on these factors, the person with a raised hand is ready to be called on, the lead is sales-accepted. Post that if all goes well the lead is converted by Sales team in SFDC. When you convert leads, Salesforce creates accounts, contacts, and, opportunities using information from the leads you’re converting. Now in the back-end all the updates made to the lead on the SFDC side (SQL, SAL, Convert to Oppurtunity, Close) are synced back to marketo and the same is taken in to account for generating the reports.  Also marketo has one flow step "Convert Lead" which could also be used for generating opportunities (and this will also be included in reports along with ones synced back from sfdc) When you use the Convert Lead Flow step it will convert your lead to a Contact and create a new Account and Opportunity as Marketo unfortunately cannot convert the Lead into an existing Account, because it can't determine automatically which Account to convert the Lead into. Thus, this flow action is not recommended, as it will create duplicate Accounts, hence conversion from CRM is always recommended. Hope this helps 🙂   ... View more

Let us know if you face any issues in configuring the MSI. 🙂   ... View more

Priority has to be configured as the Engagement field in the sfdc. So if you configure the Engagement field in the sfdc like you did for other fields it should resolve your issue.  Marketo should update this in the doc to involve this point under the MSI - SFDC configuration setup doc. ... View more

Does the lead data have a special character or a symbol in it? Many a times registration errors are caused by "invalid" symbols in the name, title, or email. For example, if there is a "|" in the value. Other reasons could be like the field data is too long.  ... View more

Please accept this solution so that the question can be marked as solved. Many Thanks!   ... View more

This could work I believe: You can develop apex triggers to populate the custom field in sfdc that will sync back to marketo normally.  ... View more

Yep thats true, since it is a part of starter templates provided and managed by marketo(they continuously update these to make it more responsive and renderable on more email clients and devices), hence we can use only use it or create our own custom template using  it. ... View more

Tl;dr: As sanford said best way would be to involve the support guys to accomplish this in order to avoid any data loses.  Long answer: Go through this post, pretty lengthy but you would get the idea what you have to do.     ... View more

While implementing a new scoring model it is best to reset scores Demographic Score: Resetting and running the batch campaigns implemented as per the new scoring model is advised here (do this over the non-peak times eg weekends to avoid impacting performance of other active programs). Behavioral Scoring model: This could be little tricky to deal with in case your model is one you have been using since long time and there are large number of leads being currently flowing through the model and are at various different scores, but since yours is a simple case where the model has been barely used you can reset the scores safely and this won't impact your leads' journey and your business.  I also welcome other nation members' suggestion over this,   ... View more

Request you provide an update here if the provided solution has worked for you or not. If yes please accept it as the solution so it can be marked as solved. Thanks! ... View more

You can create a email from the template make required changes and later save that as the template for later use. ... View more

If you create a new email using Flatiron template and update the email as per your requirements , you can save that email as an email template (go to Email Actions > Save as Template). Then you just have to use the new template when creating an email. See the attached screenshot illustrating the same process!    hope this helps!    ... View more

While SFDC has the feature to link single contact with multiple accounts (One to many), marketo still does not support this functionality i.e. to marketo the contact will be seem to be linked with only single account (to the primary account), so all the syncs will be done as per the primary account only for example Company name will be synced back to marketo only as per the primary account and not the other related accounts in sfdc. The idea to implement this has been already proposed by Greg along with several sfdc-marketo sync ideas here.     ... View more

This is what Korean anti spam laws dictates: Explicit consent is required and must be renewed every 2 years, opt-in approach, Implicit consent is accepted up to 6 months after conclusion of sales Purchasing lists is possible but consent from recipients needs to be (re)verified. Subscribers must be informed about the purpose of collecting their data, and the duration of storing their data. The subject line must contain “advertisement” both in Korean and in English. Clear identification of the sender and its contact information shall be available in the message. An option to cancel subscription must be always available Source: https://www.google.com/amp/s/chamaileon.io/resources/ultimate-email-spam-law-collection/amp/   Making Marketing Mails as operational and sending them without the consent will be a breach as per the korean anti spam laws. ... View more

For that you would need to use the webhook feature. This  add-on from Hoosh which is free and really quite good: Excel Formulas for Marketo – Marketo LaunchPoint   Here you would create a Webhook using the multiplier you want to use and map the response to a field, you can also add score fields together.   ... View more

One way of doing this is by making separate static list for the batches of audience (Here I assume that you have pre-defined criteria for making the batches of your audience, let me know if it is not so!) and set up a default program for every batch. Add the default programs in the stream as per the order you wish to send, set the stream cadence and you're good to go. You can probably make a single program and do this (by using the Add choice for the send email and use wait steps) but I believe keeping things clean by creating separate programs would help you in troubleshooting, attribution and reporting as well.   ... View more

You can filter the programs using the tag values using the program performance report discussed here : Also After reading you query at first I thought  that you wish to export all the available program tags alone, if you wish to do so then I believe you need to use getTags API to export all the tags from marketo instance (as exporting all the tags alone cannot be achieved by using any reports or even RCE as far as I know), you can get information about getTags API here.   ... View more

Thanks for the broader perspective! I would definitely  keep this in mind next time I’m working on an operational email! 🙂 As Sanford said if you can help us with your use-case/content type of your operational email we can help you suggesting the optimum platform for your operational email.   ... View more

I work for a fortune 500 company in managing their Marketo Instance, they Prefer housing and managing operational emails in the marketo only like other marketing emails, we use a naming convention across the instance to not to confuse the operational emails with marketing emails. (EM-OPER  for operational emails and EM-MKT for normal marketing  emails). IMO keeping operational emails in some other platform is really gonna make things difficult to maintain.     ... View more

Great to hear that we could help you, yeah for the Landing Pages unless you don’t  approve/re-approve it, the changes made in the  form, lp template do not reflect! Also one humble request to accept the solution, so that the question could be marked as solved. Thanks!   ... View more