Justin_Norris1

Justin_Norris1

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Date Last Visited
‎04-09-2025 05:43 PM
Level 10 - Champion Alumni
Joined the community 24-03-2015
Rank Icon Level 10 - Champion Alumni
Toronto, ON, Canada
  • Re: Smart Campaign Flow

    Lucy Vinh​I 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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  • Re: Smart Campaign Flow

    Lucy Vinh​To 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 two you would get your range. ---Justin Norris | Perkuto​​

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  • Re: Member of Engagement Program Filter

    Todd Belebczuk​I 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 engagement programs except one, try combining two filters: member of engagement program is true, program is xyzmember of eng...

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  • Re: Using 'SFDC Created Date' is not {{system:date}} for Change Data V...

    Chris Jacko​Yes 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 assistance of a developer. I would recommend getting someone with expertise specific to web tracking to help you - it's not roc...

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  • Re: Using 'SFDC Created Date' is not {{system:date}} for Change Data V...

    Chris Jacko​Hello 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 out the form. This way you can store the original traffic source even if the person does not convert on the first visit. Y...

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  • Re: Success Path Analyzer without CRM integration

    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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  • solved badge Re: How do I define a SFDC Task "Type" when created from a Mkto campai...

    Dan Dlugos​The 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 Builder that creates the task for a sales person to follow up. In your case you may want to create a task every time a ...

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  • solved badge Re: How do I define a SFDC Task "Type" when created from a Mkto campai...

    Dan Dlugos​I'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 support for tasks is limited to just a subset of standard fields. That's why you're getting suggestions with work-arounds of ...

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    6919 1 3
  • solved badge Re: Permanently Recording UTM Parameters for Campaigns

    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...

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  • solved badge Re: Permanently Recording UTM Parameters for Campaigns

    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...

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Public Statistics
Date Registered ‎03-24-2015 08:49 AM
Date Last Visited ‎04-09-2025 05:43 PM
Total Messages Posted 602
Likes Received 714