Cory_Gabor1

Cory_Gabor1

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Date Last Visited
‎01-31-2024 11:37 AM
Level 4
Joined the community 08-01-2016
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San Diego, CA
  • Re: Multiple Emails From 1 Person

    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...

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  • Re: View Marketo Email

    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.

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  • Re: View Marketo Email

    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...

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    4680 2 4
  • Re: Editing templates

    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...

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  • Re: Person needs to go through engagement stream multiple times

    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

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  • Re: Person needs to go through engagement stream multiple times

    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

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  • Re: Person needs to go through engagement stream multiple times

    Hi Devraj,Thanks a lot, Devraj. I think I have a good gameplan for this situation now and will set it up tomorrow!

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  • Re: Person needs to go through engagement stream multiple times

    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...

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  • Person needs to go through engagement stream multiple times

    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...

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Public Statistics
Date Registered ‎01-08-2016 12:58 PM
Date Last Visited ‎01-31-2024 11:37 AM
Total Messages Posted 59
Likes Received 23