Chris_Wilcox

Chris_Wilcox

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Date Last Visited
a week ago
Level 9
Joined the community 16-05-2017
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Exton, PA
  • solved badge Re: Can I create a custom qualification rule?

    Hey John,The checkbox will stop any 'send email' flow step if the person is above your communication limits which are setup in the admin section of your Marketo instance in the "Communication Limits" section. There you can set limits for how many (non-operational) emails a contact can receive in a g...

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    4513 1 9
  • solved badge Re: Can I create a custom qualification rule?

    Just to confirm I'm understanding correctly: You have a program you're running existing customers through every 4 years, unless a specific date column in the database is updated. Correct?If so, you just need two smart campaigns with the same flow steps. One is your batch campaign with your smart li...

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    4513 3 11
  • solved badge Re: Why can't I find a SFDC Custom Account Field in Marketo?

    Are there read/write visibility permissions for the Marketo Integration User? Ask your SFDC Admin to make sure the field is exposed to the integration user.

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  • Re: Sending Marketo Sales Insight Email via Salesforce Lightning

    Hi Diego,It is my understanding that the limitation was originally on the SFDC side of the equation in that Lightning did not support the bulk actions method used by MSI. Several months ago a change was made to SFDC Lightning and I think it supports bulk actions now, but MSI hasn't been updated. I d...

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    12392 0 1
  • Re: Email first name pre-header token not working?

    Hey Ash,Did a quick search -- Per this article I saw on community, I don't believe it's possible to directly use lead tokens in the pre-header directly in the editor, but you have to do it via the email template itself. Here's the answer from that article: You can use My Tokens in the Pre-Header thr...

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    2002 3 0
  • Re: No form-fill if already in CRM database?

    Hey Ash,In your Marketo Form asset in the Settings Section, there is a choice for "If known user show:"By default, that is set to "Form" Meaning, if a known user shows up, they still get served the form. The other option (Custom HTML) lets you define something different for known users. What we do...

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    2027 0 1
  • Re: Is it possible to pre-tick a box on a form using a token?

    Hi Paul,Is this a Marketo hosted page, or are you using a form embed?If this is a Marketo hosted page, there are options on the field settings for the form to make it act as you would prefer. Prefill will look at the existing values in the database for that individual and check or uncheck the boxes ...

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    5970 0 0
  • Re: Report out Programs not using specific filter

    Hmmmmm this is a tricky one. You can definitely pull down SMART CAMPAIGNS that use the "Member of Smart List" rule by navigating to Marketing Activities, clicking on your top level folder, and going to the "Campaign Inspector" tab (screenshot below), but I don't believe it says WHAT smartlist the ca...

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    2353 0 1
  • Re: Prefill on embedded Marketo Form in Wordpress page

    Hi Carly,The most "non-techy" solution is the one Sanford Whiteman‌ has documented on his blog >> Form Pre-Fill. External sites. No limits. You're welcome.There are some requirements that you will have to check on (SSL within your Marketo landing pages most specifically), but this basically involves...

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  • Re: Sending Marketo Sales Insight Email via Salesforce Lightning

    Hey Jep, Feel the exact same way, haha. I will have to look into the Javascript button in Lightning but so far we haven't had much luck either, which is why we went the iFrame route. If you find any breakthrough be sure to share with the community! lolThanks again,Chris

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Public Statistics
Date Registered ‎05-16-2017 07:00 AM
Date Last Visited a week ago
Total Messages Posted 367
Likes Received 242