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Edward Unthank I mean when I am referring to the hand raise status timing issue:"Finally, if a hand raise form is submitted, from your last comment I imagine you wait for the New Lead logic to process, then you update the status to MQL? In other words, when in the timeline do you update the status t...
Not sure if you will get notifed about my most recent comments so replying to you directly. Check out the main post if not.Thank you Edward!
Ahh, you are correct. Apologies. @Edward, correct me if I am wrong here:@Edward, please correct me if I am wrong here, but this is my understanding:I imagine then that you use your master routing technique for the routing. So all of the criteria for which lifecycle status each lead belongs to lives ...
Hi Edward, that sounds awesome! Any chance of a screenshot of the smarts that connect the Original processing into the sorting campaign? That sounds super neat and clean! Appreciate your help in advance.Cheers,Sean
I have an email exposed to MSI which is set to Operational EmailI navigate to a Lead which is marked as "Email Opt Out"/UnsubscribedSelect "Send Marketo Email" Select the operational email template and click sendExpected behaviour:Even though the Lead is opted out, the email template is set to opera...
I have the same issue. I have an email in a webinar program and I've exposed the invitation to MSI, but the Program tokens are not being populated when sent through Marketo from within SFDC MSI. Am I doing something wrong? Is this a bug?
Extending this further, would you recommend a master routing program instead of my daisy chaining for this scenario?
Hi Edward,I love your scalable approach!! I'm trying to built it out into a fresh instance at the moment.I am really stuck on the Hand raise forms. My contact for could have many types submit to it, and I need to do clean up as well. None of your youtube videos detail the smarts of your exemplary ha...
That's awesome Dan. Can't believe I hadn't stumbled across those settings yet! Thank you so much for replying.
Hoping a superuser can help answer this one.I want/need to use snippets in some email templates, but I need these snippets to be completely plain text. No HTML at all.Currently, when I edit the HTML in the snippet and strip all of the
tags from each sentence, the editor puts them all back in before
...