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our vendor, is sending over preliminary lead info, not sure exactly why, but almost to pave the way for later, and at that time picks up the unique marketo ID, then later (could be days later) comes back and updates this lead based on the Marketo ID with email, name, company and activity data. Is t...
I am recreating our lead flow process in Marketo, and I have been asked to "delete" the person who is newly created who has only unsubscribed, i.e. that is the only interaction/engagement (for some reason we are getting numerous entries such as these and they are not even worthwhile putting in our d...
I am creating a campaign to exclude leads created in the past 6 months and any leads with engagement in the past 2 years, i.e.1 and (2 or 3 or 4 or 5 or 6) and 71. Not created in past 6 months2. Not Filled out form in past 2 years3. Not clicked email in past 2 years4. Not program status was changed;...
There were old threads on this, but "Ron's Editor" is a Microsoft Windows product. Any solutions for a Mac. I have tried numerous accepted Import file formats, and all result in the same error: Import Fail due to unclosed quoation". Any help would be greatly appreciated. Thanks
I am trying to add a standard Campaign field, Campaign Type, as an Add Constraint to either an SFDC Trigger, ex "Added to SFDC Campaign" or an SFDC filter, ex. "Member of SFDC Campaign", but I don't know what makes a Campaign field eligible to be a constraint. Ultimately, I would like to filter out ...
I am trying to run a Smart Campaign to filter out Campaigns of a specific Campaign Type. Is there a way to do this? I have been scratching my head trying to find a solution for this, either within the Smart List or even in the Flow with a Remove from Flow step or even an "Add Choice" from Request ...
Any ideas on how to handle blocking a field update from a particular vendor vs all API integrations? We have a vendor for which we don't trust their data for job title, if we already have a job title. Is it possible to just block this field for this particular vendor
I am trying to run a report to check where phone = Mobile.I tried (Mobile Phone Number IS {{lead.Phone Number}}ORPhone IS {{lead.Mobile Phone Number}})AND Phone IS NOT EMPTYThis results in no leads, but I know is a fact there are many leads that exist this way in our database. Any suggestions?
We are creating a new Lead Scoring Program, but we would like to accommodate for changes in jobs by wiping out the score value for the previous job title, and assigning the score value for the new job title category. there are only 4 categories for which we are referring to here. i tried adding a...
We are trying to send an alert to multiple people, including a string token populated with an email and an alias email in the "Send Alert" flowstep. I was wondering if there are any limitations? Our alerts are not working and I suspect it is because the token is of type "String". One of the token...