Keith_Nyberg2

Numbers shown in the Draft Segment reflect the smart list criteria (in your case, 154 people that meet that smart list criteria). But the number that fall into the segment is not actually calculated until the segment is approved. Once approved, Marketo goes through your entire database to determine ...

Grants solution works but will also reset your unsubscribe date (if you use that field). So be sure to disable the campaign appending the unsubscribe timestamp if you dont want those values corrupted. Another method would be to pull a list of unsubscribes from Marketo and do an import/mass update o...

Double check to ensure that there are no visibility rules applied to that field in the form.

Do what JD suggested here. Another basic workaround is to filter on your active sales team as opposed to excluding the inactive team. Typically much smaller and easier to get a list of (sales distribution should always reflect active reps if up to date).

Hey Nick,I'd really recommend a solid "!Entry Point" strategy. That is a single (yes, only 1) campaign in your instance the uses the "Person was Created" trigger and daisy chaining all of your data management and program triggers off of that entry point. Having this makes troubleshooting issues rela...

Hey Peter,You can do this by adding a choice to your "Add to Engagement Program" flow step (see below). Just add 1 extra choice above the default that says "Member of Engagement Program" = True.Probably more bulletproof to build a smart list of those in the engagement program you want to suppress (c...

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...