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1. As far as I can see, there's no way to bulk update a tag outside of an API call - Is this still the case? Yes, AFAICT, that's still the case. You need to use the Update Program REST API to update the program using its ID. This is still one program update-at-a-time, but you can of course automate ...
Well, you can always create a smart list with the filled-out form
...Well, you cannot create visualizations with Marketo Analytics reports; there's a little chat/visualization that appears on analytics' reports primary page, but that's it! For visualizing data, you'd have to use Revenue Cost Explorer (which needs to be purchased as an add-on). However, I'm afraid tha...
I am afraid you would have to export the list and remove the duplicate records to view the unique people who are qualified for the set smart list. For the sake of completeness, if you have a field that you mark on one of the duplicate records to identify the primary/record of interest you can just p...
The same unique person could have clicked more than once on the same link is the short answer. Number of People would always be less than or equal to number of Clicks- as a person could’ve clicked the link in each row at least 1x. I hope this clarifies your question. Please let us know if you have ...
Do you stamp any field to indicate that the meeting has been created from Chili Piper (or any other meeting booking platform sources you have) and whether the person booked/attended/no show to the meeting? I think the data updates from CP in Marketo would show the umbrella reason of Web Service API,...
Sounds good, @michellechopin! Glad that you were able to close this out. I feel having a separate campaign for processing the batch records instead of converting the same campaign to the trigger campaign later serves the purpose of ready-referencing people who were processed by the batch update.
Thank you for posting an update, @michellechopin! Yes, the idea of using a common/shared email address seems good and reasonable (similar to how we have to create and use a sync user for the Salesforce/MS Dynamics integration with Marketo). For integrations between platforms, it’s crucial and someti...
Well, field dependency rules make sense if your business needs them (basically, if you need data in a field to be from a particular set of values of other fields). If such constraints amongst fields aren't required, I don't think there's a reasonable reason you should keep them in place, and even if...
This is definitely strange! Are you able to share snapshots of your stream transition rule (the destination stream's transition rules, as the rules are pull-based), your trigger campaign's smart list, and the activity log of your test records so we can verify and see if there are any holes anywhere?