Michael_Florin

I'd certainly start where Sanford pointed you to. That "Used By" information on field level will give you most of what you need to see. When it comes to de-activating stuff: Yes, you will have to go through the task of de-activating all no longer necessary Trigger Campaigns and Recurring Batch Campa...

Thanks for clarifying. I don't offer services. 🙂 Here's the developer I can full-heartedly recommend: https://marketecture.io/

I suppose I'm not allowed to name services here, so I sent you a PM.

And to your second question: AFAIK, there's is no easy way to create an offline archive of Marketo emails. We used grab the HTML code of the generated email and put it onto internal documentation pages, but the process is tedious. (Results can be very pretty though!). I faintly remember some third p...

I'd say this is not the standard procedure. "Person Score" is a Marketo only field by default. If you want to have a synced field, you usually create it in Salesforce first, give the Marketo Integration User read and write access, so it'll be created in Marketo through the background sync. I suppose...

@Patrick_Vesely wrote:Something in SalesForce is updating these records, which is updating the "Marketo Sync" field to True. I'd certainly take a look at that. This doesn't happen in our environment, so I assume there is an active Salesforce workflow rule that does this. If your business rules stat...

I usually do it exactly as Katja described. Another option I have also used is to create a Smart List (Country = UK and PostCode is empty) and use "Is Member of Smart List" as a constraint. I was a little anxious to try that because I thought running that Smart List might take too long to work corre...

I'm not 100% certain I understand this, but let me say something anyway. 🙂 If you don't see anything in the "Used By" tab, your form is not _specifically_ tied to any Smart Campaign. If you are using processes that listen to "Submitted Form is Any" that would include your form, although you're not ...

Okay, error is confirmed, ticket is created and in prioritization.

We did this in the past for a webinar attendance certificate. We created a personalized landing page in Marketo and linked it to a PDF printing service. Google "form to pdf" or "web to pdf" to see examples.