Chris_Kosho1

Level 2

Joined the community 23-04-2018

Level 2

Marketing Automation Strategist

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Warning - Do Not Use Formula Fields in Batch Campaigns

by Chris_Kosho1 10-23-2020

We sent out an email batch campaign this week using a formula field with the nested tokens {{Lead.Salutation}} {{Lead.First Name}} and {{Lead.Last Name}}. We've used this for about two years with no issue. Despite all the tests using lists to merge in person details, when the email went out it displ...

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1864 2 1

Email fields formula fields tokens
Re: Duplicate Records, Same Email Address?

by Chris_Kosho1 08-27-2019

I chatted in again and referenced what Sanford mentioned above. They created a case for me and confirmed there is a custom compound lookup, which is what caused the duplicate values.

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4931 0 1
Re: Duplicate Records, Same Email Address?

by Chris_Kosho1 08-26-2019

Thanks for confirming,Sanford Whiteman‌. That was my initial impression which is why I was surprised to see this behavior. I'll keep digging.

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4931 0 2
Duplicate Records, Same Email Address?

by Chris_Kosho1 08-22-2019

Hello,I've searched and I can't tell if this exact issue has been addressed before.I'd like Marketo to search the database for person records with a matching email address, and update the existing record instead of creating a new one.We have a record that was created earlier this year with the sourc...

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5037 0 4
How to access tokenized program templates?

by Chris_Kosho1 05-07-2018

Hi all,I'm a new Marketo user with an inherited instance, and I'm currently following Marketo training videos on YouTube. One particular video shows the trainer importing a tokenized webinar program from the Marketo Program Library. I don't see "BP-WBN-YYYY-MM-DD Webinar (Tokenized)" in my drop down...

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1810 0 1