Denise_Greenb12

Denise_Greenb12

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Date Last Visited
‎03-02-2021 02:16 AM
Level 7
Joined the community 18-04-2017
Rank Icon Level 7
San Francisco, CA
  • Be Careful with "Is before" and "In past before" date field operators ...

    Hey Everyone - Be careful using "Is before" and "in past before" date field operators. Marketo Support has just informed me that it is expected behavior for the date field operators "is before" and "in past before" to qualify records where the date field is empty!In other words - suppose the person ...

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  • Re: Any way to use SFDC Campaign ID instead of name in  "Member of SFD...

    Greg -Back to the beginning again. I can't list the 29 campaigns in the member of SFDC campaign filter because there are duplicate SFDC campaign names. This causes an error message in Marketo in the smart list. I'm hoping they will agree to rename the duplicate campaigns. Thanks anyway for trying to...

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  • Re: Any way to use SFDC Campaign ID instead of name in "Member of SFD...

    Hi Greg,Thank you - but I don't understand how that would work. And the other post is for a different situation. My situation is a batch campaign to add people to an Engagement Program stream if they are members of any of a set of 29 SFDC campaigns. How would putting the Campaign ID in a token work ...

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  • Any way to use SFDC Campaign ID instead of name in "Member of SFDC Ca...

    Is there any way to reference the SFDC Campaign ID rather than the name in a smart list filter equivalent to:Member of SFDC Campaign is->SFDC Campaign ID(s)The use case is that I have a client with SFDC Campaigns with duplicate names.Thanks,Denise

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  • solved badge Re: How to sum Lead Scores in one aggregate score field

    I would add a 3rd option to Sandy's fine suggestions - assuming you use Salesforce.com:3. Create a formula field in SFDC to sum the different scores.The downside of this method is that the scoring aggregation only occurs if and when the person gets synced to SFDC.BTW - I hope I'm not violating forum...

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  • Re: Editing templates

    Hi Jen,I agree with Dan Stevens that your best bet is to find an agency - or a self-service provider because the Marketo-provided templates are not tested often do not pass the test of display compatibility with different email platforms. I have a designer I always use when my clients need email tem...

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  • solved badge Re: Is there a way to add more constraints to the "Added to SFDC Campa...

    Thanks, Darrell - That's a clever idea but it wouldn't work in this case because I'd need another option that doesn't exist "Member of SFDC Campaign is any." This is an unusual setup here. I have a workaround - to add new fields to SFDC so that I can use Data Value Changes triggers. I was just hopin...

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  • Re: Flow for adding someone to a SalesForce Campaign

    Hi Jeffrey,I agree with Greg.To answer your question, here is where you would look to see if the program were synced to an SFDC campaign. If a program is synced to an SFDC campaign, flow steps that add to/remove from or change status in SFDC campaigns are ignored by Marketo.Denise

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  • Re: Event Reminder

    Hi Jessica,One way would be:1) Create 3 Smart Lists: Sunday 1pm, Sunday 2pm, Sunday 3pm. Each smart list will have a filter for "Clicked Link in Email->Email is____->Link Is___" where Link is will be one of the 3 times requested2) Create a Smart Campaign to with a Send Email Flow steps with constrai...

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  • Re: Flow for adding someone to a SalesForce Campaign

    Hi Jeffrey,Could you please show us a screenshot of the Flow of your triggered campaign? Also, by any chance is the Marketo program that the campaign lives in synced to a (different) SFDC campaign?Denise

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Public Statistics
Date Registered ‎04-18-2017 03:35 PM
Date Last Visited ‎03-02-2021 02:16 AM
Total Messages Posted 211
Likes Received 156