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Hi Everyone, Is it possible to filter on Activities that are scheduled for a future date? I'm using the "Activity Was Logged" filter using the constraint of Activity Date == "X Date in the future" and I'm having no luck. I absolutely have records in my CRM that have a future meeting logged as an act...
The way to accomplish this is to use nested programs within your NEW nurture program. Essentially, you'll create "Default" programs that will live inside your engagement program. Inside that default program, you'll have the email asset associated with that cast, as well as a Smart Campaign that wil...
Full disclosure -- I've never done this, but knowing what I know about Marketo and SFDC, would your SFDC Admin be able to create a field on the opportunity object that for the SFDC user is a multiple picklist (i.e. checkboxes in a picklist), which then gets stored as a concatenated field separated b...
Hi! I don't know of a way to do this in the UI besides what you described using Field Management. Maybe someone else knows another method, but I would totally reach out to support. Maybe they can help you out.
Way late to this party, but did you ever come up with a solution for this issue? Facing the same thing as we speak!
Yes, @James_Leedom2, I also like to eat food others make lol
Love the roundup of content. More tips and tricks are always welcome, TAG is a great addition, and as always employee spotlights are great!
Good stuff as always @Jessica_Kao3, diving into Campaign Reports asap!
Great stuff. "3. Be generous to others" couldn't agree more @Adele_Miller
Love this idea! Interesting in seeing content from other Launchpoint partners as well!