Amanda_Reilly3

Hi Camille! Is it the source that is blank? Typically in SFDC you would see that the Marketo API created the record, but any other field designations would have to be written to by Marketo and pushed over to SFDC, but I'm not sure which field it is that you're looking at. In Marketo, typically you...

If you're using segmentations to create dynamic emails based on Persona and Industry, just be aware that you cannot apply two segmentations to the same section of an email. If you want one module to be persona based and another module to be industry based, that's feasible, but the same module cannot...

I don't have a way around this, but one thing to note is that any email blast program that's been sent (the ones that look like a little mailbox), you'll be unable to update the smart campaign if the filters are directly on the program. Not sure if Marketo Support can do this, but the only way I've...

Hello! There are a number of ways to do this, but here is a good foundation: First you should create fields for tracking this information separate from your lead source and specific to the UTM values that are being tracked. If you want the information visible in CRM, have your CRM Admin create the f...

Hi! Are you trying to track lead conversion from meetings booked from Outlook? I'm not entirely sure how this could be done but I do see a Zapier connection here: https://zapier.com/apps/marketo/integrations/microsoft-outlook. I have a feeling this could get messy super quickly, my preference would ...

Adding onto Darshil's response, a good habit is to have the API push over identifying information with the record so that you're not waiting on Marketo to populate the data and missing the window for this trigger because of race conditions. For example, JMS Elite should push over the API name upon c...

I've seen several instances where a campaign was called incorrectly/triggered incorrectly, records were cloned into a program who shouldn't have been and were synced improperly, etc where records would need to be removed from the program entirely. Additionally, some may want to remove test records o...

Hi Ryan! There are a number of reputable Adobe partners out there that can be found on the partner page here: https://solutionpartners.adobe.com/s/directory/?solution=marketo-engage. There are also a number of consultants in here that are happy to answer questions (myself included!) should you need ...

Just confirming that I am signed up for the status page for all my clients and received the email about 1.5 hours after I heard the first complaints - it's super helpful. Unfortunately the issue, although reported as minor, seemed to affect a large list from SJ and AB

While I don't have Dynamics experience, I think one of the issues you'll run into is duplicate records. From my experience with SFDC, no data would be removed from records, but if the IDs don't match then duplication would be the default expectation.