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@Hoppers13, I like @Zoe_Forman's suggestion here! However, there's one caveat I'd like to highlight here: if you're using the Was Sent Email filter with the Email Name constraint, then you might want to be cautious about the 90-day data retention policy for high-volume activities (and Send Email, Em...
@jordannams, could you share the output you're seeing vs. the expected output using the email preview mode? Go to the Email Preview mode >> Select a test record >> Share the actual and desired outputs. Of course, as shared by users above, you'd need to check the lead field you're using in the veloci...
Do you also want to send an email if the person visits pages other than those 4 b/w at least 2 of the 4 key pages? For example, if A, B, C, and D are your key pages, and if a person visits at least 2 of these 4, you want to send an email; however, if the person visits a different page, say page E, i...
Great suggestion, @Zoe_Forman! Additionally, there's a possibility to even reference the segmentation membership in the velocity, if OP would like to show/hide content based on segment membership via the velocity script as well.
リストのインポートを行う代わりに、担当者の電子メール アドレスやその他の詳細を個人レコードにスタンプする自動化を (キャンペーン ワークフロー経由で) 行ったほうがよいのではないでしょうか? ただし、これは担当者の割り当てに明確なルールが設定されている場合にのみ機能します。たとえば、その担当者が製品グループの特定の基準を満たしている場合(たとえば、特定の製品に興味を示している場合)、担当者 A を割り当てます。 また、バッチ キャンペーンを実行して、既存のレコードが特定のグループに属している場合に遡って更新することもできます。また、監視スマート リストを作成して、人々が正しいグループと担当者に...
@FILIPov, if you have a picklist field in Salesforce that is synced with Marketo, you'd only be able to choose the values defined in the picklist at Marketo's end; otherwise, you'd run into sync errors when this person record tries syncing over to Salesforce. And yes, as @hbriere mentioned, Marketo ...
Ahh- I'd thought so as well that this had to do something with the Marketo itself and not with your setup at the user level. Thank you so much for the update, @KevinTruong!
Oh yes- thank you, @Zoe_Forman! Testing is something that I'd recommend doing before launching anything (test...test...test)! 👍
Absolutely, you can use the simple conditional statement for that. Here's a Marketo email velocity script that will show a specific email part only to records with Country = Mexico. You can also combine multiple conditions with AND (&&) and OR (||) based on the requirement. #if ($lead.Country.equals...
You can refer to the query all files endpoint. If you query all the files, you can look at the updatedAt parameter to find the files that were recently updated. For each file, it returns the following details about it:{createdAt (string): Datetime when the file was created ,description (string, opti...