Josh_Hill13

Kate,No, Marketo should not be deleting tasks, and certainly would not do this via a list import. Marketo can only create Tasks.Where are you keeping Call Histories? Salespeople should do this ONLY in Tasks. I bet they are using the Description field, which is the Person Notes field in Marketo. This...

It sounds like your Marketo User permissions are wrong somehow. Check the field requirements for insertion and have your SFDC admin check on permissions for that user.

You may be able to see the DIVs on the lower right sections, however, that has not worked well for me.LP templates don't work the same way email templates do.What I usually do is design the LP so that it is obvious where to place forms and text.

Chrome or Safari.

Do you want to create a special form and flow so that the "fwd to friend" works better?Which tokens aren't populating on the Friend's email?You can try to setup special flows: link to landing page with form on form fill out, trigger a workflow workflow sends out special version of email and send ...

You cannot "undo" a campaign that has run.The question is what are you trying to undo? Emails cannot be undone, but you can undo data changes and some other things.1. Create a new campaign2. smart list is "Member of Smart Campaign IN "X""3. Flow - whatever it is you need to undo/redo. Use Choices be...

Kate,This is a fairly complex situation. Here's where to start: Define the types of communications for each BU or Discipline (since this maps to your WS+LP. Make these values checkboxes (T/F) or Yes/No/Blank (which I prefer, since a human can read this). you'll need separate workflows and pages f...

Claire, You can use a data management flow to select the erroneous leads and then map new values. Smart List: Lead Status=Bad Values Flow: Change Data Value: if Lead Status=Bad Data 1, then Good Data 1, etc You can run this as a batch and then turn it into a trigger flow anytime a lead has this b...

Are you placing the programs within the Engagement Streams or separately as standalone programs?If the email ID is the same, then yes, they won't get the same email. If you have cloned those emails to the Program, then the Stream will see those as new emails.

No, archiving is great because it does not remove items from reports. You can also leave campaigns active.Marketo does deactivate trigger campaigns that have had no activity in past 180 days.