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Hi Raymond,I would suggest consulting with your legal team to ensure you are compliant with sending emails via the CC option.However regarding if the person who is CC in the email has unsubscribed, Marketo has posted the following on Email CC - Marketo Docs - Product Documentation Unsubscribe links ...
Hi Andrea,The best person to help with these questions would be your Customer Success Manager or your Account Executive.You could request for a new sandbox to be commissioned -> then do an instance copy of your production instance into sandbox (goes through support) and then you can sync your leads....
Hi Sanjeev,I believe you cannot limit what emails/activities are shown on MSI and you cannot limit it by assets either.Just out of curiosity - why do you plan on limiting certain assets history in MSI? interested in knowing the use case.ThanksFloyd
Hi Sanjeev,That checkbox refers to actually pushing the actual email as a template into MSI so that the sales team members can send the email through MSI to their own customers. Are you saying that this email is available in the send option? or that the email is appearing as statistics in the MSI ta...
Hi Carla,Ensure that when you are building complex engagement programs using nested programs that send out their own cadence of emails, you pause the record from the engagement stream. Else you may find that the record will receive the follow up email in the nested program but also receive the email...
Hi Sid,My assumption here was if all the webpages you listed would contain the munchkin - just a check.However, as Jay mentioned, it would be good to see your smart list filters. But yes even with email link scanners action, that is an extremely large disparity between the results.ThanksFloyd
Hi Sid,Just my thought - do those webpages contain the Marketo munchkin tracking code?ThanksFloyd
Hi Christopher,I believe this is what support is saying.Your field "Portfolio Majority" sits on the Account object. When you are converting the lead and attaching this lead to an account. The field value for "Portfolio Majority" does not change - therefore the trigger "Data Value Changes" will not b...
Hi Jessica, Is there a way to add a lead to a specific SFDC campaign only after they have become an MQL? I wish there was a two point flow step that I could use like :I do not see why not? you could just use "Data Value Changes trigger on LifeCycle Status" is MQL and a filter where UTM tracking sour...
Also regarding BCC: BCC Options But the BCC option should mostly be used if you are looking to keep every email for auditing purposes and I think you can only specify one email address globally ThanksFloyd