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Hi Sam Russell, you can use the filter "SFDC Type" = "Lead".
Josh Hampleman, this would be difficult because the MSI emails live in Marketo and the tokens are rendered there, so I don't think they have a concept of logged in user or access to SFDC merge fields in that way.
Thanks Ed Masson for mentioning this. I'm also interested in hearing from anyone using it.
Joanna Kwong, I have not had to tackle this challenge but a few other ideas you could play with in addition to segmentation/snippets: Have an operational Smart Campaign to write the desired unsubscribe message to a lead field based on the region/language of the lead. Benefit is I believe you could ...
Courtney Green, I think even if you could do this, it would be creating a ton of anonymous web activity in your instance for very little gain. If someone sees your ad and doesn't convert, you won't have that activity in a viewable lead record. If someone sees the ad and does convert, you will know ...
I think Joanna Kwong makes a good point about folder structure. In the past I've kept the MSI version of emails centralized in Design Studio but bundled into logical folders (let's say, based on funnel stage) which makes it a lot easier for reps. You could just as easily structure folders based on ...
Caitlin McCormick, the Auto-Assignment Rules are the same as your Lead Assignment Rules in SFDC. You can find them in Setup > Leads > Assignment Rules in your SFDC instance. Do you have any programs synched to SFDC campaigns? Those would result in a quick synch and would likely default to your lead...
Mandy Hanson, the statuses are based more on your business needs, specifically your reporting requirements. I think it makes sense to have at least one success step based on the engagement goal of the nurture (e.g., converted, downloaded, etc.) to help with attribution credit in your reports. This ...
Alisa Goldschmidt, it sounds like you're talking about using segmentations more for targeting the recipients of a message rather than making the email asset itself dynamic, is that right? To achieve this with one campaign you could also have two smart lists containing your complex criteria for each...
Caitlin McCormick Do you have any "Sync Lead to SFDC" flow steps anywhere in your instance? There is a probably a global sync campaign running somewhere. Auto-assignment rules is one of the settings when using the sync lead to SFDC flow step. Basically this is just the lead being created in SFDC an...