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One of usage of these program level fields could be to store the acquisition and/or conversion channel for each lead in the program.This would reduce the need for sophisticated approaches such as the one described by Jessica Cross here: Bucket programs for tracking content across channels -Greg
Hi Stilyana,Use the following filter to identify merged leads:-Greg
Currently, when you extract the lead activities though the API, you have no choice: it's an all or nothing since the only parameter you can filter on is the activity type.It would save a lot of time, network bandwidth, server resources and API daily quota if we could restrict the activities:With dat...
Hi Christina,Thx for the links! Very useful.-Greg
Hi Christina,I agree these approaches are key, and the case you are making on how it can be used to balance the marketing plan between TOFU and MOFU programs is excellent.My point was that one does not necessarily need to change the weights to do it. Marketo's program analyzer already provides a gre...
We can have Marketo custom objects to show up in the custom object tab in the lead detail screen, but we cannot do the same for SFDC nor MSD custom objects.Just make it possible for the CRM custom objects as well.-Greg
Hi Christina Fuentealba,This is great news indeed. Thx a lot for keeping us posted. Let me know if you are looking for Beta testers.-Greg
In fact, what we need here is a "lead was not synced" filter (and possibly a similar trigger), with some structured reasons such as:Validation rulesRecord filteredrecord deleted...And a detailed field that could be searched using "contains" filters.if this is not possible, at minimum, we would need ...
Today, when setting up an engagement program, there are 2 possibilities:adding plain emails, that will be sent unless this email has already been sent to the leadAdding sub-programs that may do some testing before sending (filters or choices in the smart campaign), with the big drawback that if the ...