Hi Jason, I'm interested to learn how you use Process Builder and hidden form fields to populate UTM values to Campaign Member object. Could you elaborate a little bit more or poin...
Hi Grégoire,That's a good idea. I do have a field showing most recent campaign engagement. I think I can make it work by filter on the that field.I wish there's an option that we c...
Hi Devraj,The problem with that is whenever I have new campaigns, I'll need to add to the Smart list. I'm trying to see if there's any automated way to do this.Thanks!
Sanford Whiteman Gerard Donnelly Maybe I didn't make myself clear. I do have field update block turned on. So, for any existing records, we have in Marketo, the source won't be cha...
Thank you Rachel & Josh!I figured out. There was a bug with our vendor that the field was related to. When I first ran field updates, the new values were stored in Marketo, but wer...
Thank you Sanford WhitemanThat means I still need to do redirect at the original destination server...The person who's responsible for that is OOO. So, I'm trying to see any way w...
To make it more clear -- I want to be able to capture the latest and most relevant Campaign before we can set up a meeting with a lead.Meeting Set is one of our Lead Status. Inside...