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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 see that date on the contact.Using a combination of work flow rules, when a date is stamped in a certain field, you can t...
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 you click first, that same form displays when you click on the other. Eg. click on Contact us, exit then click on Try Now ...
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 create Opportuinties on Account or Contact level?Some companies still choose to create Opps on the account and not on t...
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 think about having seperate flows for certain actions/outcomes. A simple sync to sfdc flow in you Lead Life Cycle process...
Is the image hyperlinked as a call to action to a webpage?
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.
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 who previously filled out your form in the past of todays date.
I had similar issues after the new GUI. I ended up creating a ticket and got it resolved.
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 UnitMarketo Campaign BuilderLanguageEtc