Level 10
Joined the community 05-02-2015
Level 10
Bay Area, CA
Sr Director Global Marketing Operations
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a work around is to time stamp into a custom field and use a smart campaign flow using a system date token to stamp it when a particular action took place. My use case was to repor...
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You need a Sync process to get Net New leads into SFDC for the first time.If in that same flow is being used with other flow steps, then this could be your issue. You may need to t...
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Is the image hyperlinked as a call to action to a webpage?
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You will have to build out those scenarios.You can use SFDC type as a filter on your smart list. If SFDC Type equals Lead, send email.
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2 smart campaigns, one trigger and one batch for the past.You can have the trigger built to capture everyone moving forward from today. Then, run a batch smart list for everyone wh...
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I had similar issues after the new GUI. I ended up creating a ticket and got it resolved.
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If they are Programs, you can create custom tags to be used on all programs and you can run reports on all programs and filter on those custom tags. Tag examples: RegionBusiness Un...
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How do you have your CRM set up for new new leads?Do they go into queues or automatically assigned to a sales rep?If your CRM is set up to assign to a rep, then using your above fl...
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Can we merge similar ideas to the most earliest? I found a few below:xhttps://community.marketo.com/marketoideadetail?id=08750000000K7gBAASxhttps://community.marketo.com/MarketoIde...
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Same idea here:https://community.marketo.com/MarketoIdeaDetail?id=08750000000JbvAAAS
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