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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.
Nicholas, not sure what you mean by this. The filter that Dan suggested should only include people who have not clicked on a link in any email in the last 6 months. If they clicked on any link (which is why automated link checkers can throw this off) they will be excluded from the report. To solve f...
And apparently Jive doesn't want to post my comment. We've had a ticket open on this for some time as well. They claim to be on top of it.
One thing to keep in mind is that even as an operational email, this will count towards your communication limit. So if you sent two reminders (24 hours and 10 minutes before), if the person hadn't already hit their cap for the week they would have after those two emails. How Do Communication Limit...
Yes, this is something I've done in the past to include something on the end of text links. Otherwise there's no way to tell which version a person viewed and acted on.