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I think I have this sorted out by using segment smart lists.
I think I have this sorted out after speaking with support. It sounds like segment smart lists will handle my needs.
I've read about segments and it sounds like once you commit a lead to a segment, it's permanent and there's no assigning the lead to a different segment if needed in the future?
I currenly use 3 variations for the same email for the sole purpose of including a different signature at the bottom. I'd like to have one email and change the signature dynamically based on a custom field value (lead owner). I am familiar with tokens but I haven't been able to piece this together a...
I read a number of posts and it seems this is the path I should take(?) for my goal but I would like to confirm...I have a number of emails that I'd like to make dynamic so that the client's product (stored in a custom field) will dictate which head graphic is used. I will also need to change the pr...
I'd be inclined to guess they'll be okay if they're deduping by email in Marketo. Sugar support claimed the connector would restore sync once we reduced the # of duplicate email addresses but they could not provide any guidance on how many instances of duplicates would need to be addressed.
I'm not at liberty to say but let's just say we're moving forward and in talks with Salesforce 🙂
Exactly 🙂 Thanks for the confirmation - SugarCRM uses unique record IDs for Marketo sync, so it's a mystery why they are having a problem related to duplicate email addresses.
SugarCRM's Marketo connector (developed by SugarCRM) stopped syncing Sugar with Marketo altogether and we were told this happened because of too many records with duplicate emails. It worked for over a year but when there are "too many" records with duplicate email addresses to sync, it causes a tim...
Thanks - trust me, I am totally aware of the pitfalls 🙂 We had no choice when we launched. Hopefully custom objects will allow us to dedupe off email alone. In the meantime, we are considering migrating to SF from SugarCRM and continuing with our current data structure.