We created a channel for this very purpose:     ... View more

Yes, this is a problem.   So I understand you want to send an email to someone whose last activity date is exactly 90 days in the past. Usually you would achieve that be a combination of date filters like   Date is "In past 91 days" AND Date is "In past before 90 days" See: https://docs.marketo.com/display/public/DOCS/Smart+List+Filter+Operators+Glossary#SmartListFilterOperatorsGlossary-DateFields     Although clunky, that works for date fields. But it does not work for activity filters. I had an exchange with Marketo Support, and that's what they told me. " The filter is an activity filter and the "In Past Before" constraint is only for Date field filters." So I think your workaround should account for that. Create a date field in Marketo "Last App Usage" and populate it daily based on your activity criteria. Then use that field to build your Smart List. ... View more

What's your survey tool? If it is Qualtrics, the unique survey link association with the Marketo database happens there. And I suppose the same could be true for any survey tool. Have you checked the integration capabilities in your tool? ... View more

1. Do the smart campaigns within nested program have to be trigger campaigns? Meaning on the Smart list page do I use trigger filter “opens email” or just a filter “Opened Email” (referencing the email from this nested campaign)? No. You can use triggers or recurring batches, depending on what you want. Triggers will give you a result instantly, whereas recurring batches would update the clicked and opened statuses once per day. If no other action depends on these Smart Campaigns, I'd run these program status updates as batches.   2. In the Exclude smart campaign I filter out the leads that have already downloaded the asset, again I’m not sure if I should use the filter visited webpage/filled form in a specific timeframe or should I use the trigger? I can't see what exactly your "Exclude Smart Campaign" does. I suppose it's "If filled out form --> Set Program Member status to Downloaded"? (Giving a person any program member status will exclude them from any future sends of that Nested Program). Same again: You can run this as trigger or recurring batch. As this Program Status change is meaningful - in contrast to the statuses "Clicked" or "Opened" - I'd run this as a trigger.   3. In the Exclude smart campaign I followed the general advice here in the community to create program status Nurture excluded. However what is not clear to me is in the smart campaign flow step should I change the program status to “Nurture Excluded” for the Nested Program (NP1) or for the the whole engagement program (EP1).  That status change needs to be in the Nested Program! And I actually would not recommend to name this status "Excluded". As any program membership serves as an exclusion from future sends, you can name these statuses to what they really are. Like "Downloaded Asset" or "Submitted Form". I'd use the status "Excluded" to exclude persons from a send from this NP only, if they don't actually engage with that program. For example: NP1 talks about taxes, NP2 does too. So you want everyone who downloads an asset from NP1 to be excluded from NP2 too. You could set the Program Status in NP1 to "Downloaded" and in NP2 to "Excluded".   4. In the Smart Campaigns in each nested program do I change the program status to Opened, clicked, unsubscribed etc for the NP1 or for the EP1? In the NP. Although I don't know if I would even recommend doing that. I find Smart Campaigns that do nothing but change a program status that has no consequences rather useless. I'm fine seeing opens and clicks in email reports - I don't need them as program statuses. But that's just an opinion. 🙂 ... View more

No.   Let's look at score first. You're looking for persons whose score is 0 and wasn't changed in 180 days. That would be this:     Now, they also need to be at least 180 days old, right? Acquisition Date "in future" or "in future after" is looking into the wrong direction. You need to look into the past.     "In past before" is tricky as it also finds persons whose "created at" date is empty, but I guess that case cannot exist.   ... View more

Hi Paul,   I fear you can't use "Account ID" as the link field. Marketo documentation states that you have to use the Marketo Company ID. More on this here: https://nation.marketo.com/t5/Product-Discussions/Custom-Object-Linked-to-Company/m-p/302133#M170135 - where I ran into the same issue. ... View more

https://docs.marketo.com/display/public/DOCS/Create+an+Email+Script+Token Sanford in action here: https://events.bizzabo.com/adobeskillexchange/agenda/session/491289   And here's a simple script example from our instance:   ## if empty or US, display Boston #if( $lead.Temp_Country__c.isEmpty() || $lead.Temp_Country__c.equals("us") ) LogMeIn USA, 333 Summer Street, Boston, MA 02210 #elseif( $lead.Temp_Country__c.equals("BR") ) LogMeIn Consultoria e Serviços de Informática Ltda., Rua Joaquim Floriano, No. 243, suite 113, Itaim Bibi, 04543-010 São Paulo-SP, Brazil #elseif( $lead.Temp_Country__c.equals("GB") ) LogMeIn Technologies UK Limited, Ramillies Buildings, 1-9 Hills Place, Westminster, London W1F 7SA United Kingdom #elseif( $lead.Temp_Country__c.equals("AU") ) LogMeIn AUS Pty Ltd., 20 Martin Place, Levels 19 & 20, Sydney, NSW 2000, Australia ## all other countries, display Ireland #else LogMeIn Ireland Limited, Bloodstone Building Block C, 70 Sir John Rogerson’s Quay, Dublin 2, Ireland #end In our case it's a Temp Country field that dictates the various text block insertions. In your case that would be your Industry field. What the token outputs can be just a single line of text - as in this example - but also huge blocks of HTML. Depends on your email setup.   Hope this helps. You'll find code snippets of Velocity all over this board. Mostly from Sanford. 🙂 ... View more

I don't think it does. We do that occasionally and we've never experienced an issue. As far as I can tell, this is a legitimate procedure.   One thing to note though: It is not guaranteed that all responses to that email - auto-responses in particular - will go to your defined reply-to-address. Some inboxes send responses back to the from-address. That's one of the reasons it's usually recommended to use the same email address in from- and reply-to. Some bigger response handlers like Siftrock/Drift insist on doing so. ... View more

You can't. Clicks on Sample Emails are not being recorded and cannot trigger Flow Steps.   There are numerous aspects in which sample emails behave differently than real emails sends. Usually it's a good idea to test everything through a real send. ... View more