Floyd_Alvares2

@Clever-touch1  You can add the form into a program and import the program into the sandbox instance - Import a Program | Adobe Marketo Thanks Floyd ... View more

Hi @plane  Yes, you will not be able to enter a range value in a currency field. You can read more on the Marketo field types here: Field Types - Marketo Developers The best way about it is to create a custom field like you already suggested and run the scoring model on the predefined range values you have.  Hope this helps. Floyd ... View more

Hi @IS-sandboxes  There are API calls to get the fields available on the Company, Opportunity and Named Account objects. Company: https://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Companies/describeUsingGET Named Accounts: https://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Named_Accounts/describeUsingGET_3 Opportunities: https://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Opportunities/describeUsingGET_4 Please note that if your Marketo instance is natively synced to a CRM, then the Company and Opportunity objects are not accessible via the API. Additionally, you can use the Marketo UI to download the meta data for the objects: Export All Object Metadata | Adobe Marketo   Hope this helps. Floyd ... View more

HI @Guitarrista82  As Sanford mentioned, It is not that Becca has Beets as #1 on her list,  but more that the marketing team has decided that the priority of the segmentation is Celery > Beets > Broccoli > Carrots. 1 - If I create a smart list with the filter (say a field called Vegetable = Beets), then Becca will qualify for this smart list 2 - If I check which segment does Becca fall into, then the segment would be Beets, as Beets is #2 on the priority of the segmentation and Broccoli is on #4, and a person can only belong to 1 segment based on the order or priority set for the segmentation.   A.   Anna, Siri, and Jenni are members of the Carrots smart list   but NOT   members of the Carrots segment. R) Siri will be in the Carrots segment and therefore 'NOT   members of the Carrots segment' is incorrect   B.  Anna, Siri, and Jenni are members of the Carrots segment  AND  members of the Carrots smart list. R) Anna will be in Broccoli segment and Jenni will be in Celery segment, therefore 'Anna, Siri, and Jenni are members of the Carrots segment' is incorrect   C. Becca and Amy are members of the Beets segment, AND Becca, Amy and Jenni are members of the Beets smart list. R) Becca will qualify for the Beets segment as the order of priority Amy will qualify for the Beets segment - the only thing she likes Becca, Amy and Jenni will qualify for the Beets smart list (if I run a filter say Vegetable = Beets)   Hope this helps Floyd ... View more

Hi @DeniseG2  Best Practice wise - always ensure there is decent lead time before activating the first case. But normally, I do not think that there is a lead time required when setting the First Cast. It would allow you to set the first case almost immediately Hope this helps. Floyd ... View more

Hi @Guitarrista82  The reason B is the answer is as follows. List 1: 5 L, O, P, R, T qualify for the smart list as only these records have Paid Social - Widgets updated to linkedIn List 2: 6 This has a filter logic of 'ANY', therefore L, O, P, R, T, U qualify for the smart list O will only qualify once, even though Paid Social - Widgets and Paid Social - Wadgets have been updated to linkedIn Smart lists queries the database records, and does not qualify the same record multiple times. Hope this helps. Floyd ... View more

Hi @Lindseyirvine  You can use person tokens in the alert - Tokens Overview | Adobe Marketo Hope this helps! Floyd ... View more

Hi @Jo_Pitts1  Taking a stab at this.  What about using advanced Wait steps? The schedule of the campaign would be set to run monthly and you would have an advanced wait step in the flow that will wait for a Monday to Friday? Would this work in your scenario? Thanks Floyd   ... View more

Hi @Danielle_Wong  With regards to the Dynamics records syncing into Marketo - it is always best to merge these records in the CRM and then allowing it to flow down into Marketo. Therefore you are not sitting with a merged record in Marketo but duplicate records in Dynamics. Other considerations are merged records being added to campaigns - example a existing customer may be added to a new lead gen campaign because the deleted email was part of that campaign. Also please make sure you have an export of all the records you are looking to merge - just to ensure no data loss and you have something to fall back on. Hope this helps Floyd ... View more

Hi @Jamie_Hunter  I would either go with the velocity setup or using a generic email address (suggested by Sanford) as opposed to not engaging or communicating with your customers at all.  Yes, this would involve establishing a new process in managing accounts that do not have a BDR, but I would suggest trying to build a process and a solution rather than losing revenue because you were not able to engage with the customer at the right time. Just my 2 cents Floyd ... View more

Hi @Sheila-SEMI  I do not believe you can limit users from editing Smart Lists. This would be an existing limitation for User Roles and Permissions. Thanks Floyd ... View more

Hi @TonyM  The notifications are mostly for errors or failures with some crm based config changes - examples below. You can view the notifications area on the top right of the Marketo instance. You can then filter it down by 'CRM Sync' and those are all the error notifications you would receive via email. I am not sure if you can distinguish between the various CRM errors unless you log into the instance and check the notification. FYI - I don't have an example screenshot, but I do know that if Marketo is unable to make an API call to Salesforce to sync data due to SFDC API limit reached, it will show an error in the notification that the Salesforce API limit has been reached <- I assume this is what you are after.   ... View more

Hi @Nejka_McGeachie  There is a good documentation on integration between MSD 365 and Marketo here: https://experienceleague.adobe.com/docs/marketo/using/product-docs/crm-sync/microsoft-dynamics/sync-setup/microsoft-dynamics-365/step-1-of-3-install.html?lang=en You can follow these instructions to do your integration.  However, my suggestion to running any kind of integration is getting experts in the field for that - especially since they would know any and all gotchas. Especially if you need to run a merge of duplicate records that may be created through the MSD integration. There are many Marketo service partners - you can search online. Some recommended partners that I have worked with are BluprintX, Hoosh Marketing, GreenHat, Merkle etc Hope this helps! Floyd   ... View more

Hi @Heather_DeGrave  Definitely doable - if you are looking to create 2 streams, 1 for exhausted people and 1 for new people. Other questions that come to mind are How long do you have both Marketo instances running and will all members complete the engagement stream content in that time frame? Are you going to add new members into the new program versus adding new members into the current engagement program Either way, you would need to decide on a cut-off date that allows you to do the migration of leads. Hope this helps. ... View more

Before I activate that program in the stream, I have two questions: There is a blue arrow on the Sent Email Campaign now that I've added the Nested Program to the Stream (as above) - will this automatically work as I activate the program in the stream or should it have it's own schedule (i.e. every 2 weeks, one hour before the Stream Cast time)? The blue arrow means that the Smart campaign will be requested. No additional scheduling is required on the smart campaign. The engagement program should call that campaign when required. Is it safe to assume that once someone reaches that Brochure Program and either receives or skips it, that Marketo will move the lead onto the next piece of content at the appropriate time (either on the next cast date or in place of the skipped program)? Yes, the leads would move on to the new piece of content in the stream if they have already gone through the campaign or are an existing member of the program.   ... View more