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Here are the tags that we use - many of them are required each time a new program is setup:When using RCE, these tag values are avaiable as "dimensions". Using a combination of these tags, program statuses, channels and other standard attributes (like "country"), we can define precise reports accor...
Are your regions in separate workspaces? Are you using tags extensively to define what you want to report on? If you have tags properly setup, you can RCE for your reporting requirements - especially if you use workspaces/lead partitions - RCE ignores workspaces/lead partitions and reports on a si...
If you already have leads that have submitted the form, you'll want to setup a filter ("filled out form") rather than a trigger in the smart list. Alternatively, if the form/landing page are part of a Marketo program, you can click on the Members tab to view all members of that program (and filter ...
This is actually very simple. Just save the Excel file as a Unicode Text file (instead of CSV). During the import process, just make sure you select "tab delimitted" as the file format (in fact, you should ALWAYS select the appropriate file format regardless of the format). Works perfectly every ...
Thanks Bruce - this is very helpful!
I'm finding this is required in more and more areas of Marketo. The other window we get a lot is this one (again, need to wait for autosave).
I just realized my custom views that I've configured when viewing leads in the Members tab of our programs, are not made available to other views - for example, when viewing leads within a report or a smart list. Is this expected behavior?
For the past couple of weeks now, we've been seeing this a lot. Happens several times each day. When configuring a smart campaign and moving between the smart list, flow, and schedule, Marketo will display a blank gray screen with "Saving Smart Campaign..." - and it just hangs there. The only way...
I understand that Marketo marks all new leads who receive FtaF emails as unsubscribed. But what if those recipients are already leads in our DB and have already opted-in - is Marketo marking them as unsubscribed as well? I sure hope not.But if so, would a solutions be to have a trigger campaign al...
I just got clarification on this from Marketo: You can just type in a new value in the 'Type' dropdown and it works just fine. You just can’t add something to the dropdown list permanently.