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Also appreciate the Bizible insights since we recently signed on and are just starting to see some results coming in! #nymug
RingLead is AWESOME when it comes to deduplication and lead to account matching as it gives you much more flexibility in the matching rules than something like Engagio. While they're very accommodating to trying to help you work within their constraints at Engagio, they just don't have the flexibili...
Ahh, yes, that is correct. Sorry, when you create the campaign from Marketo it's automatically active so I wasn't thinking about that. Thanks
Hey Greg,We don't have any of our campaign syncs active (we do turn them on to create the campaign sometimes as it's faster than creating in SFDC), but we don't keep any of ours active due to not wanting to sync as soon as someone is a member of the program.-Dory
Could you insert an additional wait step for 3 days from when the email is sent on Tuesday? This way you are on Friday and you can push to the following Thursday more easily.
Hey Ashley, the lead/account owner are usually updated in SFDC (or your synced CRM). You can update them via a smart campaign or flow step in Marketo, but generally we like to do this via our assignment rules in SFDC. For part 2 of your question, it sounds like you're looking to get more of a 'repor...
Hey Lauren,To accomplish this you will need to have the SFDC campaign created, and only use the Add to SFDC Campaign flow steps, not the sync 'connection' at the program level.
Hi Rajat, you can create a static list in the lead database to import the list, and then run a flow step on everyone in the list to add them to the SFDC campaign. But, what is the benefit of not creating a program in Marketo for this as well? If you are tracking in a SFDC campaign it's likely someth...
Hey Jesse, the easiest way to find any fields that are empty across the database is to pull a spreadsheet of all records in your db, with all fields (not just those in the smart list view), then pivot the information. This will likely be a pretty heavy spreadsheet, so hopefully you don't have a Mac ...
Hey Justin, I'd look at one of the records created to see how it came in, and also ask them the form id that they're using. If the form id doesn't line up you could have an issue.