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A few thoughts here Michelle:A/B Testing the email is typically the best way to test the email in these scenarios, in the future, I would recommend just creating an A/B test as opposed to swapping the emails entirely.Another thing to mention is it's a best practice to build asset specific emails und...
Hey Nacole,There should not be any automatic removal or deletion of your records in Marketo based on the status changing (unless you build a rule to delete them). What I interpret this to mean is that a record created in SFDC with a status = Disqualified will not be synced to Marketo (created or upd...
Hey Alec,Some ideas:use the Email Link Performance Report to parse out clicks in the email specific to that unsubscribe or any other link in the emailbuild a smart list of clicked link in email, with a constraint that excludes the unsubscribe linkbuild an email report and add the smart list filter "...
Hey Jasmine,While JD's suggestion works, it requires you to find all assets using the segment and change them to all no longer be dynamic. A simpler solution is to create an archive folder in the segmentations folder named: z_Segment Archive. From there, right click on the folder and select "Convert...
Based on this article, Marketo will pass times including the timezone. So again, this feels like the times are all the same but timezones of the tools are not all in alignment.http://developers.marketo.com/rest-api/lead-database/fields/field-types/
Hey Robert,I would double check the settings for timezone of all your tools. My assumption is that the field is being translated from its timezone (marketo instance time) into the system time of the tool it's being pushed into. Another note, Marketo will show the activity log based on the timezone o...
Hey Ziyu,You can read about program/folder tokens in this article: Understanding My Tokens in a Program - Marketo Docs - Product Documentation Again, my recommendation is to upload each list into the design studio so you get download links. From there, you can create a "Text" token in the setup tab ...
Hey Becky,You could make leads source a required field on contact creation or set a default value at a minimum.Also, regarding the duplicate records issue, I always am reminding my sales team to check for existing records before simply creating a new contact. Additionally, SFDC should flag a record ...
I agree with Josh that the best approach is to study sections of the product docs that align with the area of specialization (topics covered for each specialization are outlined in that link you shared so that helps).
Another approach would be to make a snippet that is dynamic and include that in your email. You'd need a segmentation built for this, but could suffice depending on how frequently this same process is executed/consistent to previous times.