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Michael Ramos my experience has been that if you use the WYSIWYG, tags will be inserted. If you edit the HTML only you can control it.
Anurag Khemka not all smart list filters are available in segmentations unfortunately. Specifically, behavioural filters will not be accessible.What filters are you missing?
Josh Hill thanks for the ideas. I had gone through a similar check list yesterday, and at the end of the day I managed to fix it using a variation of 5.It seems like all the emails that I cloned somehow retained elements from the original, even though these weren't visible in the editor.By creating...
I am experiencing some strange behavior with alerts in a specific instance I'm working in. The subject line when the alert is sent is something completely different than the subject line in the email editor. The alert is approved with no draft. The text version is a copy of the HTML version.The aler...
Carly Rudeen that is super helpful info. I didn't know the Duplicate Manager would block a Marketo lead based on its fuzzy logic -- I thought it was more functioning at the user interface level not for the API. What did you have to get SFDC to do to allow it?
Sarah MayerI think there's two overarching goals at play here. Identifying the best leads: How can I tell which leads are most likely to buy/most qualified/best fit for sales? (whatever your intent in scoring is)Driving the right action: How can I best communicate that information to sales so they t...
Anthony Cross If you use a tool like Vidyard, you can also use the video watching activity as your on-demand trigger AND score them based on how long they watched it for to boot.
Jason Martin, lots of very good ideas from Drew, Josh, and Brigid. Of all of them, the simplest solution to my mind is using regional distribution lists as Brigid Greenway first suggested. Have your email admin set these lists up, and then it should be part of new user onboarding to add users to ...
Likewise it works for me either way. As long as you bracket them properly.
Julie Jabro Stars and Flames are based on the scoring fields you specify in MSI settings. If you make changes to your model that changes those scoring fields, Stars and Flames should adjust accordingly as well.