Justin_Norris1

Gerard Donnelly​Sounds like you are doing the right thing in setting it up in SFDC. Not sure what setup you are using, but one sensible approach is to stamp the UTMs onto the campaign member object from the lead/contact when a person is added to the campaign. This will preserve the traffic source as...

I agree with you Dan Stevens​, once you get into modelling the relationship between offers and channels driving traffic to those offers, programs become harder to work with. I typically gravitate to solutions outside Marketo for that requirement or use a master offer program that syncs to one of mul...

Gerard Donnelly​If your goal is just to have a permanent record of the UTM history for the lead, that is accomplished fairly simply using a UTM history field and token concatenation. E.g., create a field called UTM history and then every time the UTM fields change, you have a campaign that adds the ...

Hi Trisha Cristofaro​, I would suggest moving this to the Product Discussions area, as this is about the Champions program itself. The answer to your question is to use a Change Data Value using tokens. Flow: Change Data Value, if Total Score Product A Is Not Empty, Person Score = {{lead.Total Score...

Hi Jenn DiMaria​, Local tokens will still work in global emails, so long as the email is sent by a smart campaign that is local to the program. You get the best of both worlds this way. The structure I generally recommend is Global form in Design StudioGlobal fulfillment emails (e.g., "Thanks for do...

Naor Chazan​You are correct, they are not automatically deemed to pass through each of the stages. It would depend how you set it up. If an MCL is your version of a "Known" or "Name" record where it just means a person enters your DB, then there is no harm in starting them at this stage and then goi...

Naor Chazan​It's a good question.The scenario I was envisioning in response to your question is one in which sales makes contact with someone (e.g., prospecting on LinkedIn) and begins to engage them directly, on a one-to-one basis. In these cases I believe they should be considered SAL or SQL (as t...

Chris Saporito​Any filters on that campaign? Qualification rules set to "every time"? If you create a lead and manually change the Campaign Code in the lead detail page will it work? Also, may sound silly, but check if there is a confusingly similarly-named field that may be actually receiving the D...

Hi Jerry Yi​, The reason First Name and Last Name don't show up in the list is that they are standard fields not custom - that's going to be the blocker here. (Even if you could use them, you need to use a single field for the link, not two combined.) You will need to use a different field unfortuna...

Hi Jimmy Montchal​, Have you gone through all the steps in this doc including selecting the account(s) after authorizing? docs.marketo.com/display/public/DOCS/Set+Up+LinkedIn+Lead+Gen+FormsIf so and it is still not working, I would open a support ticket. ---Justin Norris | Perkuto​​