Charles_Sander1

Level 4

Joined the community 10-02-2017

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Sales Insight - exclude/strip tags on paste

by Charles_Sander1 in Product Discussions 05-29-2020
Latest Post 06-01-2020 by Josh_Pickles

We have a Marketo email made available to sales reps in Salesforce, using Sales insight. When a user copies a block of content from a separate email (bulleted list with links) the...
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Add module/duplicate section within Sales Insight?

by Charles_Sander1 in Product Discussions 05-28-2020
Latest Post 05-28-2020 by Chris_Wilcox

We have a few emails that are pulled into the Salesforce "Sales Insight" area, so that a salesperson can add their own copy and send to a small group. Is there a way to give them ...
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859
Best approach for a 'comments/question' form field?

by Charles_Sander1 in Product Discussions 08-27-2019
Latest Post 08-27-2019 by Charles_Sander1

We have a Marketo contact form embedded on our website. As we go through site redesign, we want to add a multi-line text field for the user to include comments/questions/ etc.... j...
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Form - one question at time & conditionally?

by Charles_Sander1 in Product Discussions 04-17-2019
Latest Post 12-06-2022 by SanfordWhiteman

I'm exploring different options, and wondering if maybe I can do this easily in Marketo.We want to put a form on our website with multiple choices, and only show one question at a ...
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email script - if field(s) contains a & b, write x

by Charles_Sander1 in Product Discussions 03-19-2019
Latest Post 03-19-2019 by SanfordWhiteman

I was hoping to solve this problem with segmentation... but realized that I can't, if the user makes multiple choices. But I'm not finding Velocity syntax for what seems like it sh...
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Field type that collects all checkboxes values?

by Charles_Sander1 in Product Discussions 03-15-2019
Latest Post 03-15-2019 by SanfordWhiteman

Before I go making several test fields that don't work, I figured I'd ask here...I've added a Checkboxes field to a form so the user can make multiple choices ( with underlying num...
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SOLVED: "if x or x" syntax in velocity?

by Charles_Sander1 in Product Discussions 10-12-2018
Latest Post 10-12-2018 by Charles_Sander1

hopefully a quick one. I'm just trying to find syntax somewhere for a little velocity script I have. Right now it's just a series of if/else statements. I'd like to include an or i...
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1834
redirect an uncookied person away from URL?

by Charles_Sander1 in Product Discussions 10-11-2018
Latest Post 10-11-2018 by SanfordWhiteman

Here's our scenario: A lead receives an email, sending them to a landing page. On the landing page, is an iframed piece of content. This content contains a token from the lead, tha...
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adding new line in 'plain text' value of formula field

by Charles_Sander1 in Product Discussions 06-26-2018
Latest Post 06-26-2018 by SanfordWhiteman

We have two formula fields that we use to generate different signatures based on various criteria. One formula field is for html emails, the other is for plain text emails. One iss...
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"html vs text" Email script fails

by Charles_Sander1 in Product Discussions 06-18-2018
Latest Post 06-19-2018 by Charles_Sander1

I'm trying out a solution posted here: https://blog.teknkl.com/polymorphic-tokens/Everything seems fine while previewing in Marketo, but when I send a test (html and text) to my Ou...
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