Tracey_Bartz1

Lead owner = sales owner. SFDC Sync: Lead/Account Owner Sync - Marketo Docs - Product Documentation Contact owner I don't believe is a standard field so you'll want to check your field mapping to see how that is setup and synced. Change Owner flow step changes the sales owner because account info s...

You may also want to consider using the champion/challenger test functionality instead: Email Tests - Champion/Challenger - Marketo Docs - Product Documentation

Hi Jeremy - A few things you might want to try: Double check the setup tab of the reportIs your date range valid?Do you have any errors in the setup filters?Double check the smart list tab of the reportDo you have any errors in the smart list filters (any red squiggly lines or blank fields)? If you ...

The days indicate the days of the week that your casts will be sent. In your case you have selected Every 3 weeks on Tuesday, Wednesday, and Thursday. That means that every person you add to the stream will receive an email on Tuesday, Wednesday, and Thursday every 3 weeks. Example for clarity: let'...

Keep in mind that you are limited to 20 segmentations in your instance. So your segmentations should be used for mutually-exclusive segment criteria that will be used in many programs. So for example: you might want to create a job title segmentation to create segments for the job titles that you ty...

Jaime Servaes‌ you should ask your Customer Success Manager - they'll have access to the latest and greatest info directly from Marketo and likely might already have some slides put together that can help you out.

To add to the suggestions already made, creating these global smart lists is an excellent way to centrally manage different lists with complex logic. To your original question Amanda Giacobassi‌: global lists should be stored in the database, not in a program in Marketing Activities.For every new pr...

To your question about identifying a segment first before adding the snippet: there are two types of snippets: static and dynamic. Static snippets show the same content for all visitors (they can include tokens for personalization). Dynamic snippets are tied to a database segmentation and will show ...

Marketo does not have a native integration with Shopify but several LaunchPoint partners have built connectors including Workato, Bedrock, and Zapier. I'd suggest doing a quick google search to learn more about these options.

When you go back in to edit the email, the editor is always going to default into the All Content view. You'll need to choose the Dynamic Content view in the right sidebar. That will get you back to the list of segments so you can edit each one.