Edward_Masson

A patch was posted last night to fix the issue I mentioned regarding Email Programs not appearing in the picklist.Thanks guys fixed really fast - Marketo listens!

Thanks Cheryl.I saw the dashboards over the weekend, very nice and very cool.Most of my execs dont have access to Marketo and we share the results in a spredsheet or email as a subscription hence I was creating the report for them and spotted the bug.Looking forward to your presentation.Cheers.

Forget delivery, you need to select the program or folder to you want to report on to check it's box to include it in your set up.It does not show up in the pick list (it's like a ghost...).

Looks like you cant report on the Email Program.Guys, try and create a new Program report and in the set up, go look for your new email program... It does not render in the folder you have saved it in.I've created a support ticket, will update this discussion.

I cant find a way to report on this new program in the analytics section! It's not in the Programs and not in email performance.Not sure if I'm missing something...?

For a while we had a similar use case here. Sales had a single queue to look at and wanted duplicates of contacts so they can see them in thier queue.We had to say no, but gave them an alternative.We created a task Inquery process in SFDC. For every existing lead and contact that have a lead owner w...

You can ask your Customer Success manager at Marketo to help with this transition.You may not need to take everything over, discuss what is working and what is not to determine what time and resources needed to rebuild any programs etc.You can see if a data copy can be performed to a new workspace.E...

LOL, congrats sir!

Do what you need to do first in SFDC. Any new fields your thinking about, do it now. (you can always add more custom fields in SFDC and they will get come over to Marketo automatically on the next Sync).Creating a new field in Marketo does not create a field in SFDC. Its the other way around. (unles...

This is correct, Checkbox is what your after.Remember, if you are passing this to your CRM once collected for your leads, then you need to create the Checkbox custom field there first, then it will come over to Marketo after the next sync.