Cory_Gabor1

Hi @Dylan_Yip-Chuck, I would take the approach of having three different streams; TOFU, MOFU, BOFU. You can then create your segmentation for your personas and utilize dynamic content in each of the emails. You can also create specific reports for the different segments if that's something you're lo...

Hi @Greg_Robinson1 I have gone through some large data deletions in Marketo recently for a few clients. I have a few questions for you before providing feedback. Can you specify the purpose of the deletions on the Marketo side?Are you integrated with SFDC? Thanks,Cory GaborMarketing ConsultantLeadM...

Hi @orchid001, I assume it is, but I just want to confirm that the person id field is a string field. Only string field types are supported in the link field. Here's another thread with a response to this issue. If this doesn't resolve your issue, can you add an additional screenshot of your custom ...

Hi @June_Dean4, I agree with @kpara3. I would also recommend creating a Channels & Tags worksheet in excel where you can document all of your channels and statuses within one tab and all of your tags within another tab. That way you and the team can have this documented and keep it up to date and sh...

Hi @daynarod - can you add a screenshot of the exact error you're receiving? That will be helpful in determining the issue here. Thanks,Cory GaborMarketing Consultant LeadMD

Hi @Stephanie_Berr2 Based on your smart list within the nested program, the records need to be on the Marketable smart list or on your static seed list. Did you confirm that all 5 records are on the Marketable smart list or even the seed list so they meet this logic? If they aren't, that would be y...

Hi @Kevin_Gallagher - Did you check the permissions on the SFDC side to ensure the Marketo sync user had proper permissions to view opportunities? Thanks,Cory GaborMarketing ConsultantLeadMD

Hi Jonathan - I saw this and even though you posted 4 weeks ago I wanted to send over some helpful documentation. You may have already seen this by now, but the documentation provided on LaunchPoint is very helpful. Let me know if you have any specific questions related to Zoom or even the migration...

Hi Andrew - Yes, Outlook seems to cause the most issues when coding emails or email templates. I would recommend creating a master email template with all of the modules you will need to utilize for all types of emails. You can ensure this passes in all clients by testing with email on acid or litmu...

Hi Greg - It really depends on the type of program and how you are reporting on those programs. For nurtures, I would continue using the original engagement program from start to finish. For AW or other online advertising programs where you are acquiring new members, I like to create new programs ev...