Emmanuelle_Biss

Great You're welcome!

Hi Christina, We also have some contacts that have two or more accounts with the same email address. We addressed this issue by creating a field in Marketo that can be checked or unchecked "Not a Duplicate". This means that, although two contacts have the same email address, these two contacts are n...

Hi Jessica, Hmm Not sure you can manually restate Mkto Created on and push that value back to created date, as this field is not editable manually. Maybe by creating a smart list and a flow to force this update (we need to make sure this field is not blocked for updates) and maybe this could work. I...

Hey Christina Zuniga, We do not have a mass merge tool either - we're just using Marketo and Microsoft Dynamics CRM for our lead database. If you have duplicate records in SFDC, I do not see why you would not want to merge them together. The cleaner the data in both your CRM and Marketo, the better ...

Hi Jessica, Unfortunately, Marketo decides on which value to keep, and it will keep the most recent one. I've actually created an idea so that this can be fixed in Marketo, so that we can define if we want to keep the most recent or the oldest value for some cases (i.e. creation date of the lead). ...

My suggestion is to test it on a few leads in Marketo (add a filter to include about five-ten leads) to see if your updates applied in Marketo are correctly transferred to CRM. If everything works correctly on these few leads, then you can apply it to your whole batch of leads

Hi Nate, In our case, we only create different email programs if we send emails with different messages to our target groups. Otherwise, if the message is the same, we only create one email program with a smart list that contains all our targeted leads.Later, if you really want to analyze how each s...

Hey Archana, Do you get any members with your smart campaign? If you click on the tab Results, what messages do you get?

Hey, I just realized that some data is not shared in Marketo in the Activity log... When merging the two leads, I do have an overview of the different changes (28 changes to be exact (change score and change data value)). However, I have this extra line that says this:It does not tell me which 53 fi...

Hi Dan, I just did a merge between a Marketo lead known to CRM, and a Marketo Lead unknown to CRM. When I merge the two together, and after defining which field to keep in the Conflicts Window, it updates all data that are blank to the new value that's available in the other contact.