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I may be searching the wrong terms or looking in the wrong place, but I can't seem to find any specific examples (screenshots, how-to videos, etc) on how to set up an action based engagement program using Smart Campaigns in Marketo. I'm relatively new to Marketo and I've set up basic drip Nurture pr...
Thanks for that clarification Dan Stevens! The definition of a transactional message is really helpful and I think I have a better idea of how I need to set my forms/emails up now. I really appreciate it!
Wow, this appears to be a much more complicated issue than I originally thought! And it sounds like there's even more I need to look into regarding some upcoming changes in EU laws. My plan is to only have the opt-in field appear for users who select Canada as their country. I wanted to make the opt...
Thank you Sanford Whiteman and Dan Stevens for your responses to my question. I'm still relatively new to Marketo AND I'm trying to figure out the best way to comply with the CASL and other anti-SPAM laws, so your feedback has been very helpful.I guess I hadn't thought about the fact that requirin...
Josh - I am updating my forms to populate an opt-in check box when someone selects Canada as their country. Do you know if I can make the opt-in check box a require field since the only people who will see it are the people who choose Canada? I don't want all of the non-Canadians to have form comple...
Thanks for the additional suggestion, Raymond Johnson!
Thanks again for the help, Grégoire Michel! It's good to know that I have another option, even though it's a bit of a round about way. Thank you also for the info on Tout App. I'll have to take a look at that to see if it is going to work with NetSuite.
Thank you for your response, Gregoire! Unfortunately, while we do have Marketo Sales Insights, we use NetSuite for our CRM and I don't believe the email feature works with NetSuite. Our company doesn't use Outlook so that solution won't work for us either. If those are the only two ways to allow our...
The sales manager at my company wants to know if it's possible to create a few email templates in Marketo that our sales team can log in and use to send one-off emails to individual recipients as needed. I don't know of a simple way to do this that wouldn't require a good amount of training to our s...