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Beth Hassett - exactly! The lead/contact field holds the most recent value, and then the campaign member can contain a snapshot as of a particular event (e.g., the moment of success/responded in the campaign).
Agreed, the descending order of operations makes a lot of sense, I wonder I didn't think of it before. Thanks Kristen Carmean
Libby Tieman, this is a huge gap right now, I've been able to automate it to a degree using a tool like iHance, which integrates with SFDC and updates a field whenever an incoming response is received. This just tells you that there was a reply, though, and not which campaign it was. So limited use...
Beth Hassett, Marketo has limited ability to write to the Campaign Member object outside of the fields that sync via Program/Campaign integration. Instead, once the field is in SFDC, you should be able to use an SFDC workflow rule to write the value of that field to the Campaign Member object. This...
Lauren Sandheinrich, you can use a Roll-Up Summary field on the Account object to count the number of Opportunities (if desired, filtered by stage, e.g, separate fields for "Total Opportunities" and "Total Won Opportunities"). This field will synch up to Marketo and any contact associated with that ...
Lynn Jones, you can't update the lead owner field via upload, but you can use a "Change Owner" flow step. To make this work you need to create a new field (can be in Marketo only) called "Temp Lead Owner" or something similar. Upload your target lead owner names or emails to this field when importi...
Alok Ramsisaria I don't believe you can change the program type unfortunately. Also to change the channel you need to make sure there are no child campaigns with a "Change Program Status" flow step.
P.S. Jesus Requena, strangely, the system seems to think your first name is a bad word and is converting it to asterisks. How odd.
Jesus Requena This is an interesting idea. I haven't tried putting a token in the advanced thank you page settings, but my experience is that some system dialogues like this do accept tokens and others (e.g., social button config) do not. Have you tried using the default token format with mustache ...
Cécile Maindron This happens to me occasionally too, a never-ending loop between two URLs as the system tries to log me in to the community. Also I believe it happens to me in Chrome so it is not unique to Firefox. I'm not sure if it's because I'm constantly logging in and out of various client Mar...