Justin_Norris1

You can do this for Email is Delivered but not for Email is Sent. The solution is to have a single triggered campaign (ensure qualification rules permit the lead to run through every time) set up similar to the following: SMART LISTEmail is Delivered (Trigger) FLOWChange Data Value - Campaign Last E...

I recently deployed a less technical solution to this problem that you may find does the trick for you: When the unsubscribe box is checked, use visibility rules in the form to hide all other subscription options. Optionally, show an "unsubscribe reason" field if you like. When the form is submitte...

I am in the early stages of a similar project right now for a client. It is a big undertaking so careful planning and documentation up front is key. If you use SFDC campaigns, you could move those over en masse to the new SFDC instance and then re-synch them with your migrated programs. This should ...

Hey Cristovao, I think Success Path Analyzer is definitely doable without CRM integration. This report is based off your Revenue Model ​and you can define transitions between stages in that model based on whatever criteria you choose. You will need some way of telling Marketo that your leads are mov...

Hi Stephanie, I would start by creating a program to contain all your assets and the logic (which is executed via smart campaigns). When you build your form, which will be inserted in your landing page, you will indicate which fields in the Marketo database your form fields should map to. Once a lea...

Hey Michelle, I think you are headed roughly in the right direction, although your solution may be more complicated than your requirements need. You could achieve the result by having an engagement program scheduled to send every day, and then a single "Cadence Manager" campaign that would set someo...

Hey Grant,I think this is a good idea in theory, although it depends on exactly how you want to do it. Anecdotally I do feel segmentations are more performant than smart lists -- the segmentation logic is always churning, so when you get to do a send the segment membership is already calculated, vs....

+1 to Nate! Triggering off activites works well. You do need a well-defined scheme around your activity fields and also rules in place to ensure data is recorded in a consistent and predictable way, so that your triggers always work. Justin Norris | Perkuto

Currently you cannot define your own Marketo-only custom object via the user interface -- you can only sync a custom object already created in a CRM, like Josh described. However, the functionality to create your own Marketo custom objects is coming! http://customerexperiencematrix.blogspot.ca/2015/...

I agraee with Kanai. If you have SFDC and reps aren't using it and there is no business reason not to, then you mainly have an SFDC adoption issue that you need to overcome. Having all your reps live in the CRM is a pre-requisite for a sane lead management process. There is work ahead of you from th...