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Hi Akanksha Kapil, There's a few issues here: 1) A person cannot move backwards in the program status progression unless you remove them from the program (which causes data loss) and then re-add them. To get around this, make your program statuses the same number so you can easily move people betwe...
Hey Karenna Glover,A few thoughts/ideas here:1) As Dan suggested, create a Marketo field to capture the data and add to the form you are using to gate the recording.If you go this route, there are various options for how to treat the field - from having a dedicated field in Marketo (like "Webinar N...
Hey Alexandra Lane, Regarding the design studio part - I am actually a bit surprised this doesn't work, as with default programs you can send an email that lives in design studio and it will inherit the local program tokens as long as it is sent by a smart campaign within that program.(This is a gr...
Hey Alexandra Lane, I think the behavior you are seeing makes sense, because the actual program that is sending the email is the child program that houses the email. That child program is "requested" by the engagement program stream. So the token set at the child program level will be the one that ...
David GaibleThis is a really interesting use case. My initial take is that you don't really want a lead scoring model for the community in itself; rather it sounds like you are talking about an Up-Sell/Cross-Sell scoring model, which would take into account engagement with your customer community a...
Simon LessardHow about a contact type segmentation? E.g., Prospect / Customer / Partner / PR-InfluencerYou could overlay this in reporting on top of your existing scoring models to identify who is engaged and to prioritize marketing outreach. This would be low effort and would help you gauge the be...
Hey Alicia Bruckman, This doc gives the list: Understand How Marketo Archives Inactive Anonymous Leads Change scoreChange data value – except changes to the Lead Owner and the Company Name fieldsVisit webpageClick link on webpageSync lead to Salesforce.comThe doc is very poorly named, as it is desc...
Thanks Matthew Varone - I sent you a LinkedIn message.
Chris Vandermarel Likewise! I hope all is well with you. And yes you can vote on:
Hi Tylee Suarez,Account fields are not writeable from Marketo. To get around this, you can update a proxy field on the contact and use a Process Builder or Apex in Salesforce to update the Account field. Just be careful if you have multiple contacts on the same account which could be updated with d...