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That's perfect!
I think Sanford has already pointed to the best solution, but I wanted to add that I think you've confused Filled out Form is not with Not filled out form is "Filled out Form is not" returns all records that filled out any form except for the four you list. "Not filled out form is" returns anybody ...
May I add something even though I might not know the answer? How are you syncing and with which CRM? If it's Salesforce, do you integrate your program to the SFDC campaign through "Salesforce Campaign Sync"? Or are you running "Change Status in SFDC Campaign" flow steps? If the latter, one status ch...
That's not possible. As you said, Velocity has access to Custom Object fields, but can only output them to emails. But not to "Change Data Value" flow steps.
I don't believe you're on the right track here. ${CTA-url} looks very much like a Velocity variable, defined in an email script token. And to quote the master: "When you use Velocity tokens, output the entire tag including the closing from Velocity." Search for "velocity links" or "velocity link t...
The only implication I can think of is that if your Smart Campaign sends an email AND you use tokens, the SC should live in the same program as the email itself. Otherwise the SC might inherit the tokens from the program it lives in which might mess with the tokens the email lives in. But generally ...
Are you saying the "Person is created" doesn't trigger anything or Person is created in conjunction with "is member of campaign"? And I see you have a Change Program Status there in a Marketo program. Is your Salesforce campaign synced with that program? How about triggering your task from that prog...
I'd try to expand your Smart Campaign with an additional trigger "Person is created" plus the filter "Is member of SFDC campaign".
Although we thought about and worked on this a lot, we haven't achieved full automation. The URL or the embed code for the webinar recording cannot be known the moment you create the webinar program. So some manual editing is still required. Apart from that, Javascript can handle a lot of things. Yo...
Hello all!Our Marketo instance is synced with Salesforce. We have a couple of Custom Objects in Marketo that are linked to Company, where the Link Field is "SFDC Account ID", which is a custom field on the Salesforce Account Object that is identical with "Account ID". Initially we were happy with t...