Andy_Varshneya1

Hi Laura,As a few people have mentioned already (and you seem to have figured this out), this is fairly common because of a few issues - the "winning" field data is not in the correct format as the field type, or the merge is across SFDC objects.You would be best off using a tool like RingLead or my...

And it will have issues scaling too should your instance change drastically.

As a temporary workaround while they work on this, you can build a segmentation based on states and countries and which time zone they fall into, and then add the send and wait steps in a template.Segmentations (soon to be expanded to APAC also):Part of the email flow in the template program:

Right, that's what I had assumed, just wanted to know if there was a way to not remove the leads from the database retroactively.Thanks for all the help.

I was afraid of this. I'll wait to see if anyone else in the community has another idea, just in case.

Similarly, and this would be a little overkill but may be justified if you see this part of the process growing, but you could also do this with a custom object.

And because of that, it's actually strongly advised to use both the standard as well as programatic tokens in design studio templates to help build more scalable templates.Positive side effect is that it forces more standardization in the team's practices within Marketo.

Actually, our sales organization references "opened email" before making outbound calls so you should sync up with your sales team first about what all they need, but otherwise I agree with everything Grégoire Michel​ has mentioned.

Second this. That's what I've seen done in the past too.