Amy_Lepre

Hard to troubleshoot without seeing anything. I would contact support as they can get right into your instance.

Nice! This is a good improvement. I've used it already a few times this morning. 🙂

One thing that killed us in the beginning was failing to realize that any custom fields you want synced between the two systems MUST be created in SFDC.

If you look in your Admin section under Email, all of the code is available to you there.

Hi Elliott - I actually edited my post to say "custom" reports not "customer". 🙂In our Analytics section we have a folder titled Other Reports. In there we just have custom reports that we've created - but I believe the folder itself is a default. Anyway, for my report I just ran a SL with the same...

I created a custom report in the Other Reports section and tested this - it worked okay.

That's definitely the right solution, but I had a really hard time getting it to work using JS. I just took the Marketo form off the page and added it in manually using a custom HTML block. This is what non-JS experts have to resort to. 🙂Thanks for your help, Jep!

Hi again.Thanks for your earlier replies. I have this working for the most part now, but am coming up against a problem with the cookies that Jep touched on in his response.First, my solution as it stands today: Lead takes an action on our site, we capture it and when certain criteria are met, we p...

Holy... wow.I haven't fully digested all this, but I am bookmarking and will just say that Revvie Award was well deserved!! Very nice - thank you for sharing, Adam.

Have you looked at the Leads by Source report & tried cloning then modifying? You can pull in custom columns & then group leads by a column. It might not give you everything you're looking for, but Marketo reports are fairly limited.Without actually walking through all your scenarios, it seems to m...