Charles_Sander1

Charles_Sander1

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Date Last Visited
‎05-18-2021 02:09 PM
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Joined the community 10-02-2017
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  • Sales Insight - exclude/strip tags on paste

    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) then pastes it into the Sales Insight email, formatting can often get pretty chewed up. Which is understandable, but also a...

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    Discussions
    1607 0 1
  • Add module/duplicate section within Sales Insight?

    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 the ability to add / duplicate / remove sections (modules) within Sales Insight? My hunch is no, but there may be someth...

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    Discussions
    1174 0 1
  • Re: Best approach for a 'comments/question' form field?

    Ah... I wasn't thinking of the activity log. Maybe that covers me. I'm just imagining a scenario where someone fills out a form for the second time and we lose whatever they typed in the field the first time around.yeah... I'm overthinking it. Not like we have mobs filling out forms a hundred times....

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    Discussions
    1803 0 0
  • Best approach for a 'comments/question' form field?

    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.... just like any normal contact form would have, not just a Call-to-action form.I was about to set this up, but a small iss...

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    Discussions
    1855 0 2
  • Form - one question at time & conditionally?

    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 time. There would be two paths, based on the first couple questions: If they chose A, then cycle through questions 1 - 3...

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    Discussions
    4396 0 9
  • solved badge Re: email script - if field(s) contains a & b, write x

    Awesome! That did the trick! I came across something like that, but it seemed like it was for creating an array - and I didn't think what I was doing above was an array.Is that what I missed? ".contains" is for arrays? or maybe I'm just overthinkin' it?

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    Discussions
    3156 0 1
  • solved badge email script - if field(s) contains a & b, write x

    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 should be a simple thing:If person's field contains "a" do "x" ... and a multiple, if contains "a" and "b" . IThis is base...

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    Discussions
    3340 0 3
  • solved badge Field type that collects all checkboxes values?

    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 numeric value 1, 2, etc.). The lead's underlying field for this choice is currently an integer type. But that doesn't recor...

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    Discussions
    1812 0 1
  • Re: 10 Marketo Hacks to Save You Time in 2019

    A simple, obvious "why didn't I think of that before" for me...After a year of struggling to find obscure landing pages that a coworker needed me to edit - all they knew was the url, and that wasn't searchable in Marketo.So, I went to the footer of my master landing page template and added:Now, when...

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    Blogs
    4982 7 0
  • solved badge Re: SOLVED: "if x or x" syntax in velocity?

    Ah! Thank you! I never even noticed that that tool option. I've gone ahead and edited the first post to highlight code.I'll try rewriting this now with the regex solution. Awesome!

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    Discussions
    2190 0 0
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Public Statistics
Date Registered ‎02-10-2017 01:08 PM
Date Last Visited ‎05-18-2021 02:09 PM
Total Messages Posted 78
Likes Received 10
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