Joseph_Long

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Joined the community 02-11-2016

Level 2

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Re: How to use Remove From Flow with Data Value Change?

by Joseph_Long 06-01-2017

Hey Josh, Not sure I follow. Wouldn't that still require setting up a separate campaign? The latest iteration look like this and it appears to be working: When looking at the activity log for the contact I saw "skip do nothing" Still, I'm not sure if this setup is appropriate or scaleable. This will...

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3556 0 1
Re: How to use Remove From Flow with Data Value Change?

by Joseph_Long 06-01-2017

Ah, I see. So when using remove from flow with data value change it will look to see if the value has ever been changed. Any way to adjust the logic with choices available in the UI?

Discussions

3556 0 0
How to use Remove From Flow with Data Value Change?

by Joseph_Long 06-01-2017

Hello everyone,Running a batch campaign with a remove from flow step.The intended function is to:1. Send email 2. Wait3. If date value changes - remove from flow4. Send email to remaining leadsCurrent setup below: When testing, people that did not have the specified data value change were removed fr...

Discussions

4216 1 6
Re: Adding leads to static lists with API or webhook

by Joseph_Long 05-23-2017

Hi Sanford, Thanks for getting back to me. This helps a great deal. I'm reviewing Marketo's API documentation and it looks like I will need to leverage the add to list operation from static lists. Is this correct?

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1948 0 0
Adding leads to static lists with API or webhook

by Joseph_Long 05-22-2017

Hello, Trying to import a list of leads from a 3rd party service to Marketo using Zapier as an intermediary. Does anyone have experience with this?In Zapier it looks like only one lead can be added at a time but I may be wrong. The goal is to import more than lead to automate the workflow. Any insig...

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2204 0 2
Re: Combining batch & trigger campaigns

by Joseph_Long 05-09-2017

Hey Christina, I appreciate you getting back to me. The naming convention is a bit confusing. You are correct in that the intended flow is, "send email 1, if they respond by updating their NPS score then remove them from receiving email 2."Thanks again for your help!!

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3281 0 1
Re: Combining batch & trigger campaigns

by Joseph_Long 05-08-2017

Hi Christina, Thanks for getting back to me. This approach makes sense as it eliminates having a trigger campaign. One quick follow-up question. If the flow includes 2 emails the remove flow step would go in the middle, right? For example: A bit confused about the proper order of operations.

Discussions

3281 0 3
Combining batch & trigger campaigns

by Joseph_Long 05-08-2017

Hello everyone! Would like a bit of clarity around combining batch campaigns and trigger campaigns. Right now I have an automated batch campaign that sends an email in a specified date range.Batch Campaign I also have a trigger campaign that removes people from the batch campaign if there is a da...

Discussions

3730 0 5
Filter Future Date - Custom Object

by Joseph_Long 04-17-2017

Hey Everyone,Trying to create a batch campaign that will filter on a future date. The filter being used is a custom object in SFDC. I'm following the recommendation outlined in the Smart List Filter Operators Glossary, however, I am not returning and results. Using in future 106 days followed by in...

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1454 1 1
Re: Automate email sends to Salesforce contacts

by Joseph_Long 04-10-2017

Thanks for the help everyone. This was extremely helpful.

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5199 0 3