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Hi Rachit, I may not fully understand your use case but I think you want a separate stream for CEOs. The personalization would work if you want to make certain sections of the email dynamic based on a job function segmentation. However, it sounds like you want CEOs to get a fundamentally different n...
Steven Toole, the way I have gotten around this in the past is to use some Apex code in SFDC to convert the lead without creating an opportunity. Create a custom checkbox field in SFDC called "Convert Lead without Opportunity" or something similar. Use this field as the trigger in your Apex.This wa...
Jennifer DiMaria yes Dory Viscogliosi is spot on. The tokens do not render in the Emails tab subject lines.
Alvin Francis, just to add my own spin on this, one way I find helpful to think about lists is: A static list is a bucket. If you put someone in the bucket they stay there until you remove them. A smart list is a question in the form of, "show me all the people for whom the following things are tru...
Jon Blumenfeld, you may want to follow up with Marketo support and see what they say. Anything I've ever heard is that deletes aren't possible though, only hiding. Hiding the field should effectively remove it from view in the interface though, so it doesn't appear in lookups etc. Where are you run...
Jennifer DiMaria, are you seeing this in the templates, where the reps will select an email to send, or in the actual record of emails sent? I'm pretty sure tokenized subject lines appear there as sent. Can you post a screenshot of where you are looking? I could double check for you.
The tokenized example Erin Hunter included will work just fine, but the benefit of putting that into a snippet in this scenario could be two-fold: 1) If you have different signature templates that you want to use based on some lead property (like different signatures for different regions) then snip...
Michelle TangNo need to create three programs -- you could just have three "streams" (smart campaigns) within your single program. You would need a controller campaign (or campaigns) to distribute leads between the three streams. In that logic, you would control which stream a lead is in and ensure...
I am troubleshooting this issue as well. Ishani DePillo, did you get any feedback from engineering? To be honest, I have seen a lot of unpredictability in the original referrer field over time -- from it not populating at all, to sometimes picking up the actual referring page from the third party s...
Ed Masson thanks for sharing this. Very nice setup!Wondering if you could expand on the reasoning behind the various smart lists/static lists. I typically just filter on the subscription preference checkboxes themselves directly in smart lists, which seems a bit simpler then maintaining a static li...