Level 10 - Champion Alumni
Joined the community 24-03-2015
Level 10 - Champion Alumni
Toronto, ON, Canada
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Lucy VinhI would try0-3 months: - in future 90 days3-6 months: - in future after 91 days - in future before 181 days---Justin Norris | Perkuto
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Lucy VinhTo select a range like that in a smart list that is dynamic, try combining two filters: Date is in future after 3 monthsDate is in future before 5 months Combining these ...
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Todd BelebczukI would interpret the first filter to mean they are not a member of ANY engagement programs at all.If your intent is to find someone that is not a member of any enga...
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Chris JackoYes this is something we help clients with.I don't have a pre-fab script I can share unfortunately. Unless you have some technical skills you'll likely need the assista...
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Chris JackoHello Chris, The approach here is to store the UTM values into cookies that will persist between sessions, then read from the cookie values when the person does fill ou...
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I do suspect that if you populate opportunity and contact role data via the API, program analyzer would work fine. But I have not tested this to be sure.
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Dan DlugosThe trigger depends on your use case.For example, in our own instance we have a task that is triggered when the lifecycle stage changes to "MQL." This kicks of a Process...
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Dan DlugosI've also done this with a workflow rule in SFDC keying off a value in the subject line to update task type.Although the field is standard in Salesforce, Marketo's suppo...
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Gerard DonnellySounds 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 campa...
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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 typi...
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