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Hey Justin,You could just add an additional filter, where the picklist value = Yes: Use ALL Filters Trigger - Fills Out Form Filter - Picklist Value = YesHope that helps.
I've also been seeing this behavior. After I left click within the side bar, I am able to succesfully complete actions through the right click menu.
Whitney,You have several options here: trigger campaigns (ie Lead is Created and Data Value Changes), recurring batch campaigns, or a combination of both. For demographic scoring, I'd suggest primarily using recurring batch campaigns since it puts less stress on the system and lets your trigger camp...
Whitney,I believe I deleted the flow step and then re-added it to make it save. I'm sorry to say I forgot exactly how I fixed this, but will let you know if I remember.
Hi Jen,Take a look at this article. It details how you can make custom program channels with your own statuses. You just need to make sure you select your created channel when creating a program.
Phil,I've encountered this problem before and I think Marketo only registers data changes after a Lead has been created/synced. Therefore, I think you would create an additional Campaign with the Lead is Created trigger and a filter for your given field. By using both the Data Value Changes and Lead...
Terry,You can absolutley put it behind a button. You would create the unqiue URL as Matt described and throw it in the href tag of your button image.
Hi Steph,Is there a reason that the Contacts in SFDC have to continue to be owned by the System Admin? If not, I suggest you take a look at program called DemandTools or just use the standard SFDC Data Loader to mass re-assign the Contact Owner to match the Account Owner.Also, you could use the Acco...
Hi Arif,Rather than company name I would suggest using company email domain since company names could be written in so mnay different ways. Therefore, your smart list would be email address contains @abccompany.com, @defcompany.com, etc.
Hi Phil,I've run into this issue as well and it is quite frustrating. However, you can go to the Design Studio and click on the Design Studio menu on the left and then Emails (make sure to not click on an individual email). It will give you a sortable list of all the emails and you can sort by email...