Amanda_Reilly3

Is there a reason not to use a list upload instead? Wanting to note that I've seen this done in other instances where they forgot to turn off Munchkin code on the landing page, which then associates it to the sales rep as well as all inferred information - I'd double check this is the case for your...

Hi there! As Darshil mentioned, a test lead needs to be sent through a new form in linkedin lead gen for Marketo to be able to see the form. It's pretty frustrating, but there's not a way to send a "test" lead without the form being live and sending through the record by viewing the ad if I'm not mi...

Another way to manage transitions is through smart campaigns - I like to do it this way so it's really clear in the program naming that there's a transition and it feels easier to change or manage multiple streams. All you would do is either set a trigger or batch to with the parameters you're looki...

I think Darshil and I were both just giving a generic field name of Business Unit. Business Type is fine if that's the field you are using!

This is exactly what I would do too - if there's any chance a person can select multiple, what Darshil has suggested is "hierarchical" so only the first match will apply. This makes it easy to ensure an alert only goes out once. For future-proofing, it may also be helpful to send to an alias if you ...

Hello! I would also recommend anyone who has had a success status within a program in the past X days - anything that shows engagement with the brand but requires list uploads or offline tracking (for example tradeshows, events, 3rd party webinars, etc). Obviously there's pros/cons to this, but I th...

Similar to what Darshil suggested, I would recommend updating your report to group people by their lifecycle stage or status rather than the score by tens, then in the smart list for your report, also indicate that a person's score has changed in the last 30 days to reduce all those zeros. The smart...

Mostly just was a concern based on an issue I had recently with On24 where it wouldn't integrate if any field had a quotation in it and future proofing. Some integrations just act oddly and if you plan to use tools that may struggle with the characters or if parsing data becomes difficult because of...

Agreed with all above, UTM stamping is pretty out of the box for Marketo so I'm unsure what the stamping process is. I've noticed with vendors that often times that less than optimal processes are set up because it's required for their reporting, but not yours. I would also argue that "manual" in a ...

Is there a need for the action to take place exactly at the time of the trigger, or for it to be a trigger at all? I'm wondering if you just have batches running regularly for whatever this use case is. You can schedule a morning and afternoon batch at specified times to cover the hours of operation...