Darshil_Shah1

A person record can only belong to one partition at any point, so when you say Person Partition A and B, you'd see 0 people qualifying for the smart list criteria. What you want is to find people who meet the Possible Duplicates criteria based on the Email Address field. There's a system smart list ...

@avaroglu, You don't need to create a dynamic chat dialogue to utilize the conversational forms; instead, you need to create the conversational flow within the Conversation Flow section.Once you create and publish a conversational flow from here, you'll be able to select it in the Form Settings when...

@cookiemonstersa, the form fill-out activity includes the Webform ID in the response it returns. You'd probably be using this (or, more likely, the bulk activity extract API to get data in the Domo).{ "id": 2, "name": "Fill Out Form", "description": "User fills out a...

People created in Marketo aren't synced to the linked CRM (MS Dynamics in your case) without any implied (Add to Microsoft Campaign, etc.) or explicit sync (Sync Person to Microsoft flow step, etc.). So, if you could add a filter in the campaign(s) that sync people over to MS Dynamics to suppress pe...

You're welcome, @avaroglu! Make sure the first cast date aligns with the day you choose to send the nurture case; if the day of the selected first cast date comes before the day you chose in the dialog, then for that particular week, the Engagement program's stream will cast 2 contents.

Yes, you can always grant a subset of the permissions required for the sync user's profile in Salesforce based on your requirement. Marketo can only see/update things the sync user can access. Of course, your ability to do the closed-loop reporting would be limited if Marketo isn't able to see the d...

@cierac, Why don't you use the Member of Engagement Program with Stream = Phase 2 and Exhausted Content = True as the filtering criteria to move people over to the next stream (i.e., Phase 3). Of course, you'd need to have this routing setup using a campaign and not via the pull-based transition rul...

Mentioning details about the 2nd and 3rd pointers as well for the sake of completeness in case someone looking at it in the future is curious. Well, you'd need to create an API user in Marketo with the right set of permissions, create a custom service using that API user in the Launchpoint, and then...

Have you tried using the "Random Sample" where you randomly pick up the desired percentage of people, add them to lists, and then use those lists for sending different versions of the email? If your AB test spans multiple campaigns with different send date times, you can always split people into mul...

Yes, this is expected, as you cannot define the chronology/order of activities in the smart list (it'd become very complex to not only build but also filter the people that meet the defined chronological order). You'd need to do a bulk activity export to get the time stamps of activities and zero in...