Level 4
Joined the community 29-10-2019
Level 4
Montana
Director of Marketing Operations
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Hi Jodi, Former agency consultant here. I'd recommend also checking on the below topics in addition to what you have. These could be covered in separate sections of the project, b...
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Hi Renee - Katja answered this below but wanted to echo that in the Change Program Status flow step, there is an option to change the status to remove them from the program. To del...
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Hey Victor! I mentioned scoring in the spirit of ensuring people that need follow up from sales, get passed to that team, so it's more broadly focusing on key buyer journey process...
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Hi Michelle! You might have luck using the system managed fields like Original Source Type or Registration Source Type (more here:https://experienceleague.adobe.com/docs/marketo/us...
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Hi Victor - this one would probably require a little more finesse than simply using things like the Notifications tab or simply checking the CRM sync, and comes down more to priori...
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Hi Renee - this one is a little tricky because we could technically remove people either from the program or the database (not recommended of course, just technically able to do so...
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Hi Omar - my initial thoughts were that the Workspace may not be seeing all the Partitions and the programs / emails that need to be in the email performance report. Or if it's jus...
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Hi Lauren! It sounds like you're talking about the Program level sync instead of the flow step sync. If that's the case, I don't believe Marketo will automatically pick up people b...
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Hi Michelle! I think that looks great. The Passed to SFDC Field may be redundant but I can understand keeping it since it's been heavily used and managed.
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Those blocked by communication limits should not be included in email performance reports. In the activity logs, you'll be able to see if someone was not included in an email send ...
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