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Hi Troy,This is definitely a unique situation and I am sure a lot of people handle it differently depending on their business. I agree with Juli about using a secondary email address field. Check out this thread, Gregoire gives some helpful tips on creating 2 additional email fields and using a smar...
No problem, Megan. We use outlook so I just file > save as > Outlook Message Format - Unicode. You can also save them as a PDF if you think that would work better for your team.
Hi Megan,As Josh stated above, there isn't a way to do that. Below are two ways we help with this. 1) I send samples to myself and then host them in SharePoint (with links working). 2) We created an internal website for sales to access to view all of our campaigns in one spot. This doesn't allow the...
Hi Jen,Yes, there are plenty of email templates once "Email 2.0" is enabled. When our developer is too busy to work on emails I utilize these a lot and after a little practice, you will see you can actually change them up a decent amount to get close to what you originally wanted. You can take whate...
Hi Devraj,Appreciate the help here. I don't believe they would receive the email again in stream 2 though if they received it in stream 1. See thread here: Engagement program - same email in multiple streams
Hi Nicholas, Thanks for responding! So you're saying if the assets were sent in stream 1 then they won't be sent in stream 2? I thought that's how it works based off of the Marketo docs and previous campaigns I set up. Would you recommend cloning the engagement program and the assets?Thanks,Cory
Hi Devraj,Thanks a lot, Devraj. I think I have a good gameplan for this situation now and will set it up tomorrow!
Hi Devraj,Thanks for the quick response! I was thinking the same thing, but want to try to use the same trigger smart campaign. We use a data value changes of a specific field for all closed loans (ex. New value is Automated-Post Close).What logic do you think I should use in the smart campaign to a...
Good afternoon Marketo Members,We have run into a unique situation recently. We are a mortgage company and run a post close campaign to all clients who close a loan with us. This is a 7-year, top-of-mind campaign. Once someone comes back for a new loan, they are paused from the current engagement pr...