Denise_Greenb12

Hi Charlie,To give you a simpler answer, in most cases though, the answer to your question is yes. If you import a list into Marketo with a record where the same email address is already in Marketo, the field values in the list import will overwrite existing values if they are different. And at the ...

Nik,I agree with Jay. However, I want to add the caution that opens are not a reliable metric. If someone is using preview panes and scrolls past the email, that counts as an open. If someone receives a plain text email or has images turned off, if she opens your email it won't get counted.So using ...

You would only put a filter in the report's smart list if you wanted to restrict the people being reported on. In the case of the report you are creating, this doesn't apply.

Hi Steve,The 3rd piece was the screenshot I included of filter 3.Your smart list should look like this:For filter 3, click the plus symbol and add all of your engagement programs - OR - and this would be better because it's scalable - you wouldn't have to change it when you add more engagement progr...

Hi Steve,The screenshot you included above restricts your list only to people are have exhausted content in the engagement program AND are in the marketable is True segment. So it leaves out all the people who aren't in the engagement program at all. You need to add another filter (and fill in the n...

Actually, I want to amend what I said. You don't need to put a date filter in the smart list for the report in this case. You can just use the settings in setup to restrict the "Person Created At" date range like you're showing above. You do need to have the date filter in each smart list. Each smar...

Hi Steve,I recommend you make use of Segmentations. For one thing, I would create Marketable Segmentation with 2 segments: True and False. In "True", you would use put in filters for Unsubscribed is False, Black Listed is False, Marketing Suspended is False, etc... any filters that would cause you n...

Hi Christian,It depends how many sources you have vs the number of months you want to track. The easiest thing would be to have the fewest number of custom columns to create.One limitation to be aware of: 10 is the maximum number of custom columns. So if you need more than 10 custom columns you'll n...

Hi Christian,You can do this by adding custom columns to either report. For example, if you Group People by Source, add custom columns for each of the months that you want. A custom column pulls data from a smart list. So the process is:1) Create the smart lists2) Add the smart lists to your report ...

Casey - If Sanford is right about what you meant then depending upon your let up you can add a filter that excludes people who were created by that list import. For example, ideally that list was part of a program and when the list was imported the Acquisition Program Name was populated by the name ...