Chris_Wilcox

Chris_Wilcox

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Date Last Visited
‎02-11-2025 09:44 AM
Level 9
Joined the community 16-05-2017
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Exton, PA
  • solved badge Re: Marketo Sales Insight Email Alert question

    Not within the module itself since it's intended to be a raw feed of emails/engagement. However, if you're trying to basically list out either specific emails or like, only the emails a contact engaged with, you could write those engagements as completed tasks on a contact's activity record (i.e., t...

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  • solved badge Re: Interesting moments field not showing

    Ahh interesting. Well, not sure what to do for historical data, but you have some options moving forward. You could either create a new set of custom fields in your Marketo instance, and literally just populate them with the same information you'd put into an interesting moment. "Last Activity Des...

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  • solved badge Re: Syncing 'Interesting Moment' type data to Dynamics without Sales I...

    I am honestly not a Dynamics user so not 100% sure there's another way, but since those are native Marketo fields, there isn't really a good (easy) way to get those syncing to the CRM. The methods I would use, are either 1) when you're creating interesting moments, ALSO write a completely task on t...

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  • solved badge Re: Interesting moments field not showing

    Sandford is right, they are not fields you can filter on and are instead inside those activity types. However while you can't filter off that "Most Recent Interesting Moment Desc" field directly, but can 100% access and filter against the information contained in those 4 interesting moment fields by...

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  • solved badge Re: Fields in SFDC not automatically syncing back to Marketo

    Hi Malik, In my experience, it has to do with how that record got updated in the CRM. Sometimes when my CRM team bulk updates records, the method they use doesn't "touch" the record as far as Marketo-Sync can actually tell. They have to almost add an extra step to "open and close" all the records th...

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  • solved badge Re: Which is recommended - Nurture or Smart Campaigns?

    I would do this with triggers when the CTAs are completed, adding people to lists of each individual CTA (I.e. "Completed CTA 1; Completed CTA 2" etc.) static lists. Then I'd do a single batch with a choice step basically saying, if they're on CTA 4 list, Send CTA 5 email, if they're on CTA 3 list, ...

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  • solved badge Re: Unable to add authorized contact

    Hey Again -- Looks like you should reach out to your Marketo Engage CSM, or your Marketo Admin if that isn't you. Your CSM can get you setup as an authorized contact. Thanks!

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  • solved badge Re: Unable to add authorized contact

    I just pinged some Marketo contacts, someone will be in touch!

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  • Re: Email primary on account with cc: to others

    Can't say 100% but I don't think this is possible. What I will say though, is that I'm not sure it's a good idea. Since you'd be only actually sending a single email (instead of one email per recipient) you won't be able to clearly understand engagement, deliverability, etc. Everyone getting that sa...

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  • solved badge Re: Add calendar invites dynamically in Email

    Hello! A very common scenario! Easiest (in my personal opinion) is using Velocity script tokens. You could either 1) create all of the ICS links inside of a token, then show or hide the ics link based off of your field values (so for each event, if EVENT_NAME1="1", show ICS link), or 2) I've seen so...

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Public Statistics
Date Registered ‎05-16-2017 07:00 AM
Date Last Visited ‎02-11-2025 09:44 AM
Total Messages Posted 367
Likes Received 242