Chris_Wilcox

Hi @Steve_Schimmel , Unfortunately, not a ton of options here. If you need your templates to be non-editable and need to have dynamic signatures, you have to reference something on the contact record to populate that data, but there's no real good way to have every user's information somehow dynami...

Hi @Kristina_Schro1! I actually migrated away from that tool since Marketo now has a sync status tool built in that was released Q1 of this year. If you navigate to Admin > Integration > Salesforce, there is a tab not for Sync Status. Screenshot below, but that's where you can get all of your sync s...

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...

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...

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...

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...

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...

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, ...

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!