Darshil_Shah1

Gotcha, I was suspicious about this being an individual instance-level glitch. Thank you for keeping us updated here, @michellechopin!

Ahh- yes..That makes sense! One could use date/datetime operators a thousand times, and could still get nebulous about them! @Elham_Safari, disregard my first comment regarding the in past operator- that would filter people for whom you would want NOT want to expire the consent. Thanks, @Jo_Pitts1! ...

Why are you using all three operators in the first 3 filters that more or less mean the same thing and that too in AND operation (“CASL - Marketing Opt-in Date” in past 2 years and in past 730 days and and in past before 729 days)? You should be fine with just the in past 2 years operator instead. N...

You can set the email sent date in the report’s Setup tab or if you just want the number of people who were sent/got the email(i.e., the email was delivered to them), opened, clicked, etc., you can also create a smart list with the respective activity filter in it. Smart list filters people only 1x ...

I agree with @Zoe_Forman! In most cases, the product/customer success team of the platform you wish to integrate with Marketo is of the utmost help, unless it's something broken or requires updates at Marketo's end (which is not usually the case)! If you have any questions about the setup in Marketo...

@Guitarrista82, By default, Marketo doesn't allow creating duplicate records across partitions; however, you can get your database's default de-duplication field or criteria updated to Email Address + Person Partition Id by reaching out to the Marketo support team, as Sandy recommends, and you shoul...

Also, I would not recommend marking success based on clicks/opens as those could be coming from bots/email scanners/MPP and hence may not depict genuine human engagement. Instead consider more solid engagement, such as a form fill as a conversion metric as a program success criteria.

Yes, any order of the status values and their names that would align with how you measure and track engagement and success should work. Just make sure that status values have progression step in the increasing order based on the level of engagement (status with higher level engagement should have hi...

Well, that is because the Influenced status has a lower progression step value than the Member status, and system doesn’t allow a person (or more appropriately program member) to be moved to a status with lower progression step value from a status with the higher progression step value. You can modi...

You will then see these Smart Campaigns in the Target Workspace, but you can't do anything with them. Most importantly: You can't request or execute them from the Target Workspace. If you opt to do this, know that you also share the complete folder structure of your source workspace with the target,...