Edward_Masson

Edward_Masson

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Date Last Visited
‎09-09-2025 11:59 AM
Level 10
Joined the community 05-02-2015
Rank Icon Level 10
Sr Director Global Marketing Operations
Bay Area, CA
  • Re: Sync to SFDC question

    The Marketo Sync is a SFDC User not a Queue! In your image you tried to assign to a user not a queue.The last thing you want is the Marketo Sync User to own leads. This is what Marketo uses to connect to SFDC as a user.In the Flow section of a Smart Campaign you have limited options for further segm...

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  • Re: Why do I get "Successfully Downloaded" when not all records make i...

    was there duplicate email address in your data load (CSV file)?Marketo automatically dupes by email address.If there was existing in you Marketo DB from the CSV file, there will be less.

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  • Re: Sync to SFDC question

    Marketo cares about Leads and Contacts; SFDC cares about Leads and Accounts. This is why you see two types. It’s useful when you need to put people down different paths. SFDC Type 'Person' will have values of Lead, Contact, and User. (User being all the SFDC users in your company who can log in.SFDC...

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  • Re: Sync to SFDC question

    when syncing, your smart campaign can be set up to check if there is an 'SFDC type (Lead/Contact) is not empty' this would let you know they existing in your CRM. And if so, in your Flow you can add the Task step to alert the lead/contact owner of action.

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  • solved badge Re: Has anyone built an editable email template using tables instead o...

    the email DIVs are really used just to ring fence your editible region. Emails are still coded with tables as you said email clients have not moved forward with this.we still use tables for email layout and add the DIVs to lock out areas for the marketing builders.

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  • Re: Request a Campaign in a Different Workspace

    Mark P,how is your testing going regarding your solution above?

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  • Re: Is there a list of all the lead tokens?

    Mike your too quick for me... 🙂

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  • Re: Is there a list of all the lead tokens?

    There is no list per-say, but you can take screenshots of prefix: {{lead. {{Company. {{System.You can also extract all your field list from the Field Management section of Admin as almost every field can be used as a token.

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  • Re: Is anyone else having trouble adding email content to the first st...

    Are you recieving errors?There is a couple of things to be aware of.Content ButtonClick on the ADD CONTENT button.Leave Type set to Email, select the email you want to add.Stream + IconClick on the streams + icon, leave Type as Email and select the email you want to add.Drag & DropSimply drag the em...

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  • Re: member.webinar url

    If your using WebEx:You must have a wait step of a couple of minutes before sending your confirmation email to allow your progression status change to 'Registered' to get to WebEx event.

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Public Statistics
Date Registered ‎02-05-2015 10:26 PM
Date Last Visited ‎09-09-2025 11:59 AM
Total Messages Posted 884
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