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Its per one account/company and you can extract to a sheet. Sound like you dont have RCA.Depending on how your business is set up (Every Contact is associated to a role in an Op and using primery contact in an op). It helps to have to Primary Contact in an Op and use Op roles for the below example: ...
Do you have Opportunity Influence Analyser as part of your instance?Its a great visual view on One accountHere you can select an Account and then select any oprotuinites tied to that account, this pulls in all the marketing touch points with that account and all who are attched to that account. It c...
Its in Sales Insight section in the admin area
Are you trying to export them out from Marketo and preseve characters?If you export as a CSV you won't be able to preserve the characters. If you select Tab Delimited, this will preserve the characters.
Adding to this older discussion, I too was running into issues around this. But I now think Marketo has added the Acquisition date automatically when the Acquisition program is set manual.I have a Global marketo form and a SiteCore webpage, when my lead fills out the Global form, I have a flow actio...
you can create a trigger campaign to update progression status automatically after your live event has finished/completed to send out your emails for no-shows and attendees.Example: Filled out form is x, on webpage is xFlow: Wait step set at the day after of event Change progression to No-show (t...
you can create smart campaigns to listen for emails opened greater than x and stamp a custom field to then push that data into SFDC. Also send milestone interesting moments when that lead has open any email more than x and send an alert email to that lead oner or task.
The success path analyzer only measures the direct transition (the green path) but you can measure in-direct transitions in RCE between stages regardless if the stage is in the success path. You can also create report in RCA on this too just not fancy ones. If your business model moves early lead...
not if they have already met the criteria for that smart campaign and been processed.Once you delete the list, you may get warnings that it's being used else where.
You need at least 3 filters or trigers before the advaanced setting highlights.For every trigger used in a smart campaign will be ANY (or statement).