Darshil_Shah1

Well, you can create a custom date field (say: Next Account Opening Anniversary Date) on the Person object, then for each person with at least 1 CO record backfill the field with the Open Date of the oldest account, and the date needs to be the next anniversary date (not the actual date). You can ba...

You can use the "Person Was Created" filter with the "Source Type" constraint set to "salesforce.com". Marketo adds the apt Source Type info for all the records that get created in its database i.e., this is something that is system-managed, unlike the other custom fields (assuming you have one) tha...

@NCnew, check out the below linked article (#1) if you didn't "Grant access to all users” for “Choose security level” during the installation of Marketo Sales Insight. I say it's worth checking the security next to the required visual force page that has "mkto_si". Additionally, you might have alrea...

Hello, @silviapumar!Well, you can create an email performance report with Was Sent Email with the correct Test Variant selected to get all the stats related to the corresponding email version. Similarly, you can also create a stand-alone smart list asset with the same filter: Was Sent Email , Test ...

Well, you can create a dynamic footer snippet based on the segmentation, and use that in the email asset you build. Alternatively, you can also create an edible module in the template and make it dynamic based on the segmentation in the email asset, but the dynamic snippet would be a better choice o...

The Google rep helped us create two test conversions inside of Google Ads: Native Marketo Test 1Native Marketo Test 2Just as an FYI, you can also create Google AdWords custom conversion stages directly from Marketo (select Revenue Stage in Marketo RCM Modeler > Stage Actions > Set AdWords Conversio...

I published an article on Marketing Nation on Marketo Database Health Check-up & How to Keep it Clean, perhaps you refer to that. Additionally, below are some of my general suggestions for keeping the data in Marketo relevant:Identify the unengaged over a significant period of time - this list inclu...

Well, AFAICT, that's a system-managed flag. IMO Status = green tick means that the report's previous run was successful. You'd not have a previous run status flag for the report that hasn't run yet.

Hi @sclarkso! Don't you see the Active checkbox as one of the report columns (pl. see the snapshot below)? Setting it to on/off for the report would enable/disable the report subscription. I hope you find this helpful. Let us know if you have questions. 🙂

Cool- thank you for that clarification, @rdhoju! Forms embedded via the JS indeed don't need the LP to be approved after approving the form-level changes. Also, as mentioned earlier, a 3-4 minute delay is fine and is probably due to the caching. I'd not worry about it much.