Chris_Wilcox

Nope, not necessary! The report type in general is focused around when contacts in your database were created, so that's just doubling up. You've already defined that you only want to see people who were created the previous day in the Setup tab! 🙂

Hello!This is pretty simple! Here are the steps! Create a new People Performance Report in Marketo. Go to the "Setup" tab of that new report, and change the "Person Created At" filter to use "Yesterday" as your filter. (Screenshot below)I would also update the "Group People By" to be by Day, so it s...

In addition to what others have said (visibility to integration user + "Active" status), it's possible your firm has custom sync rules that prevent certain things from syncing. Sometimes this is as simple as a boolean "Marketo Eligible" on contacts or campaigns, etc. Look into that too!

Are your lead scoring programs all built out, activated, and reacting activity that's currently taking place? Seems like I'd walk backwards through my scoring programs to ensure activity is being logged properly for contacts and leads since that's what populates into the MSI data. There's also the ...

One thing in your logic that might be causing the issue is that I think your rules should be: Is member of list A, Not in List B, AND not in List C. You have it as Member of A, Not in B OR C. That should be an "and" I believe. Try that, see what records you get back.

So long as those additions of "Excluded" to the nested program are happening prior to the cast date/time, it should accomplish what you're trying to do!

Yep, I'm an idiot. Thanks!

What you want to do, is almost pre-load the people who have already received that message as a member of your nested default program. So think about it like this. You have your "Send" Smart Campaign sitting in your nurture, waiting for people to get to that cast in the progression. You want to crea...

Hey Denise, Sounds like you got about 95% of the way there! When you're on that compose screen with the blank template, there's a dropdown at the top where the Marketo folder tree will appear that shows users where any currently published to MSI Email Templates are located: If you want to confirm...