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Hey Josh Hill -Regarding the Comms Limits which you mentioned need 3-6 hours. This isn't an issue for the Engagement Programs because no one is in more than one. However, my client sends webinar invitations periodically to the same audience as is in the Engagement Programs and they don't want to the...
Hi Michael,Well, sure - because the person with the two COs qualifies for that logic. This is similar to dealing with logic based around Opportunities (say you want something to happen when an Opportunity is closed:lost - but only if the person has not other open Opportunities). Because someone can ...
Hi Mike,Thanks very much. I have just done so. In the meantime, I wonder if you remember enough to just clarify something for me. If the above is correct - which bullet point includes pulling new Contacts that were created. In my (unfortunately sketchy) notes from a year ago, what I wrote down was t...
Mike Reynolds - One of my clients was having a big problem in December of 2017 due to the sync objects priority. At that time, we were told that in the standard order of priority lead conversions were processed only after accounts were updated. The list up above in Jason's post seems to indicate th...
Thank you, Floyd (and that was a good question you asked) ! And thank you, Heather!
Thank you, Josh!
Hi Heather,What are the downsides to this approach (removing Lead/Contact fields in SFDC, but continuing to use them within Marketo)? The downside is that someone may assume that the fields are still in SFDC and expect them to have an effect there or have an expectation that SFDC is continuing to po...
Hi Devraj,Thank you for the link to the useful post. What I was actually asking about was a different issue though - the effect on Marketo performance of teeing up all those emails for all those people - particularly with the added load of calculating recipient time zone. Any thoughts on that?Sanfor...
Hi Loren,If Sandy doesn't have some way of perpetuating the original utm parameters as the visitor progress through your site, the way I've solved this is to set a time limit and credit the lead to paid search if they filled out a form within, say, 20-30 minutes of visiting your site with the utm pa...
I have a client with 10 Engagement Programs and most of them have multiple streams. The total number of streams (in all the Engagement Programs combined) is 27-30. There are a total of just over 161K people active (cadence = normal) in all the Engagement Programs combined.Currently the different str...