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I don't think there's a way to do that easily but you can run a Smart Campaign to look for leads who were sent a certain amount of emails in a certain amount of time (based on whatever your Communication Limits settings are in Admin.) See below for an example filter. Before the Campaign is sent out,...
Hi Stephen,Yes it is. Use the Trigger "Changes Data Value" and add a Constraint for "New Value." In the Flow, use "Change Data Value" to update the field you'd like.
Hi Sanaa,Could you right click on the email in Marketo and select "Send Sample"? Enter the lead's email you'd like to test in the first box and then what email to send to in the next box.
Thank you for the help, Adam and Kristen. I actually figured it out right after posting. I set certain "My Tokens" at the program level as suggested.
Hi Juli,Did you set it to use ALL filters or use ANY fitlers. I think you'd want to use ANY filters here (Company Name = X OR Inferred Company = X OR ....). Have you also thought about using "contains" certain domains in the email address field or in the website field to exclude certain companies?Fo...
One of our sales people recently left the company and his email signature was on the bottom of about a dozen emails. I now have to edit and re-approve each email with another associate's name, title, and phone.If this other person ends up leaving, I don't want to have to change each email again like...
Quick question. I just noticed the "Import Program Status" option when you right-click on a program in Marketing Activities. What is this for? Does anyone use it?
Great suggestion from Josh. My two favorite reports to see the influence Campaigns have had on Opportunities is the built-in SFDC report called "Campaigns with Influenced Opportunities" and Marketo's "Opportunity Influence Analyzer."I send weekly reports to the Sales team to make sure they have Cont...