Level 10
Joined the community 05-02-2015
Level 10
Bay Area, CA
Sr Director Global Marketing Operations
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Through custom fields and time stamping, yes it can be done.Some date fields from SFDC may not work in Marketo. Your contract date may be at the Account level and you may need to s...
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My webteam managed to work it out.
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can you have 2 lightbox forms on the same webpage? I have Contact us and a Try Now forms on one webpage. Both are lightbox forms. They are in a div, but depending on what button yo...
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In Admin section and select Field Management, here you can export a list of all your API fields.Regarding viewing the Opportunity tab of a lead, what CRM are you using? and, do you...
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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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