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
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San Francisco, CA
  • Re: UTM codes - how to report on them once used in the form

    Hi Nimisha,There's more than one way. It really depends on what your trying to accomplish and understanding your overall setup. You can capture UTM parameters in hidden fields on your forms.You can also use a Smart Campaign with a Fills Out Form trigger - and a constraint that looks for the utm para...

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  • Re: Possible to automate an email to go out exactly X days after an ac...

    Hey Rachel,Your option 2 works with a date field (and is clever!) - but I think Stephanie is saying they can reference a data value change for a non-date field, as in:Data Value Changed->Lifecycle Stage->New Stage is xAnd "In past before" isn't available in the Date Constraint for a non-Date field. ...

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  • solved badge Re: Online/Social Ad Tracking

    Hi Nick,To add to Rachel's response and suggestion - which I agree with - you have my sympathy if your company is insistent upon the use of non-Marketo forms. It makes tracking much harder. The best way to see what happens is to test it. Visit the page with the URL and utm parameters from the ad you...

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  • solved badge Re: Whole email test in engagement camping & Adding a certain percenta...

    Hi Veronica,The number of leads that will be affected is calculated based on the Smart List. It doesn't know that only 10% will actually go through the flow.Denise

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  • Re: Email Campaign - Removing Leads who clicked link

    Hi Shawn,Thank you for the screenshots. That is a very unorthodox setup you have there.1) An Email Send Program - the mailbox icon - is designed to execute a single email blast. You wouldn't ordinarily use that type of program to send a sequence of emails.2.) With what I've just said in mind, you wo...

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  • Re: Email Campaign - Removing Leads who clicked link

    Let's back up for a moment, in that case.1. Is your send email smart campaign inside a program?2. If so, inside that program, do you have program status campaigns? For an email program, typically you'd have program status campaigns that changed a person's program status to Opened, Clicked, Filled Ou...

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  • Re: Email Campaign - Removing Leads who clicked link

    In that case, the same solution would work, just make add the above choice to your Send Email flow steps: "Member of Smart Campaign is not Clicked, Opened." And make the default Choice "Do Nothing", like this (ignore the red lines - they are just there because this is an example I created for you wi...

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  • Re: Email Campaign - Removing Leads who clicked link

    Hi Shawn,What about if the lead clicks a link in the 2nd or 3rd email? Do you also want to then remove that lead from receiving the subsequent email? Assuming you have a Smart Campaign that changes the program status to "Clicked" if a lead clicks a link in any of the 4-email sequence, add this choic...

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  • solved badge Re: What is the "reason" constraint supposed to contain in a "Data Val...

    I don't know. It seems to me there is room for error due to unpredictable timing. For example:Trigger: Data Value Changes->Opt-In = TrueFilter:Filled Out Form->Is Any-> In past 10 minutesFlow:If Most Recent Form name is ABCChange Opt-In Source to Filled Out Form ABCOrTrigger: Fills Out FormFilter:Da...

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  • solved badge Re: What is the "reason" constraint supposed to contain in a "Data Val...

    Hi Greg,Thank you! Silly me - I realized after I posted the question that I could just look in the activity log. It's frustrating to me that you can't access the values in the "source" and "reason" constraints in the flow. For example, with GDPR and CASL in mind, wouldn't it be useful to have a toke...

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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