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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
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 two you would get your range. ---Justin Norris | Perkuto
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 engagement programs except one, try combining two filters: member of engagement program is true, program is xyzmember of eng...
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 assistance of a developer. I would recommend getting someone with expertise specific to web tracking to help you - it's not roc...
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 out the form. This way you can store the original traffic source even if the person does not convert on the first visit. Y...
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.
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 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 ...
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 support for tasks is limited to just a subset of standard fields. That's why you're getting suggestions with work-arounds of ...
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 campaign member object from the lead/contact when a person is added to the campaign. This will preserve the traffic source as...
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...