Level 10
Joined the community 05-02-2015
Level 10
Greenwich, CT
Senior Marketing Ops Manager
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Hi Parker, another thing that can help is to set up a license for yourself, and then explore it, and send emails to yourself via the connection. With Marketo, I've found it's almos...
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Hey Michael, this can be achieved using conditional visibility.. The way that the conditional visibility fields work is as OR statements. So you could show a specific field if some...
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Hi Elina, we're a SFDC company, but assuming that the screenshot above is from your instance of Marketo, then I'd go into the Dynamics records of Joe Smith and Tony Yip, as well as...
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Anytime I see this error, it relates to a field that was changed on the SFDC side. My answer isn't super helpful, but I know our SFDC admin handles these issues when they arise -- ...
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Hi Kelly, I think the easiest way is to have a separate version of the email, and in the flow steps of the campaign if first name is [First Name], then you send them the alternate ...
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Hi Sherin, unfortunately these reports are static, and cannot really be changed. I think that you can click on the user's name and go to their record, but cannot include their emai...
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Assuming that the campaign is showing that it will send to 0 people, it's a little nerve wracking, but I'd ensure that the campaign rules state that someone can only flow through o...
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Hi Darren, if they downloaded the report previously, are they already members of a certain campaign? Or were they already sent a specific thank you email? You can utilize something...
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Hi Lucho, we use a country field and conditional visibility state fields. If the person selects that they're in the United States or Canada, a field appears requesting their state ...
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Hey Nick, that sounds strange that no records from company Y are in the potential recipients. I'd confirm that the smart list was set up properly, but you don't need to wait for th...
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