Darshil_Shah1

When you say LPs that have been active YTD, do you mean the LPs that have some sort of person activity (e.g., visit, click) associated with them or just being in the approved state YTD? For the latter, you can just export the LPs, and filter on the basis of their current status (approved/approved wi...

That is really strange IMO, and tbh, I'm not fully convinced with the support team's response regarding the Company name causing this to fail (especially w/o proper reasoning and explanation behind it). Upon filling out the LinkedIn lead gen form, the corresponding activity should ideally get logged...

While SFDC can't see Marketo partitions, you can certainly build a routing setup in Marketo such that people get transitioned to the apt partition when they're created in Marketo based on the brand they're aligned with (you'd need proper criteria to ensure all the input sources are considered for br...

Thank you, @Jo_Pitts1! So glad we're aligned. 🙂 Hopefully, @Hoppers13 has got some idea/clarification he's been looking for.

Triggers aren't really an implied OR (as per your and @Darshil_Shah1's statement). if anything they are an implied AND. i.e. If the trigger happens AND (my filters are met) then do the flow steps. I prefer to view them as independent however (i.e. the trigger happens, now evaluate my filters). Y...

I think you're mixing triggers and filters here; the filtering logic (and, any, advanced) applies to just filters, they don't have meaning/thing to do with the triggers you have above the filters. Triggers themselves are always in OR, and people would be filtered against the filters as soon as they ...

Well, you cannot add constraints meant for another activity/criteria/CO in a trigger listening for a certain different activity (applies to filter constraints too) in the smart list. e.g., you cannot add email-related constraints/conditions in the Person is Created trigger. If you wish to add furthe...

If it's not obvious, Sandy's Flowboost can do this! 😉

what would you recommend for cases where someone is not new to our database but has engaged with another offer? Now I'm actually wondering if the webhook should get called after "Form is Filled Out" instead of "Person is Created." IMHO, for the most accurate answer to this, you should reflect upon w...

Thank you, @kkeefer1313! 😊 If everything is configured correctly, Marketo Program - SFDC Campaign sync is enabled (ideally, if that’s the case you shouldn’t be using SFDC flow steps to add people to campaign/change their campaign status), and the fields are mapped then you should ideally see the P...