Justin_Norris1

Hi Ashley, yes you would do this using lead tokens. You can read about that here: Tokens Overview - Marketo Docs - Product Docs Personalize an Email - Marketo Docs - Product Docs

Kelley Sandoval​There is a good guide on this by Josh Hill​ that will point you in the right direction: https://www.marketingrockstarguides.com/setup-recurring-webinars-in-marketo-1479/ I don't think it addresses your requirements around routing channel partner leads separately, but I believe that w...

Hi Ashley Binford​,You can definitely set a wait step of 6 months, but it won't happen within an engagement stream. You will need to create a separate smart campaign, either as a child of the engagement program or somewhere else. TRIGGERAdded to Engagement Program [Your engagement name]FLOWWait 6 mo...

Hey Nate Oosterhouse​,This is a great question, and it goes to the heart of how revenue attribution is defined in Marketo.The program is the atomic unit of attribution in Marketo. When Marketo calculates attribution for an opportunity, it looks at the programs that the people associated with that op...

Ashley Binford​One approach is that when someone gets added to the engagement program, that would trigger a smart campaign. The smart campaign would wait 6 months and then create a task/send an alert with a conditional, if the score <10, create task or send alert, otherwise do nothing.

Michael Collins​ I've never heard of this. What is the requirement you are trying to meet? I.e., where would the data from this report go and what would it do? It is theoretically possible that an external app could pull data from a Salesforce report and then use the Marketo API to do something with...

Alec Hill​You can use the Added to Opportunity Trigger/Filter for this, with a constraint of Is Primary = True - e.g., One very unfortunate limitation is that the Is Primary constraint is NOT available on Opportunity Was Updated Trigger/Filter or Has Opportunity Filter. So if someone gets added to a...

Hi Daisy Spiridopoulos​, it would be probably be easier to block updates from form fills for certain fields in the Marketo Admin. Of course with either approach there are certain cases where data could legitimately change and you will miss the chance to capture that data. However this risk may be le...

Sanford Whiteman​ Maybe you should make a library of commonly used functions, or well-documented code snippets that people could easily tweak, so that non-techies could easily put it to use?

Another item for the "wish I'd thought of that" list. It's growing pretty long... That is awesome Sandy and Edward. I look forward to having an opportunity to put it to use.