Josh_Hill13

I think these are great...but you need to explain how a rep would use them. Only great reps will get this.

You can handle frequency in a couple of ways:1. Use marketo's admin tool, this doesn't let the user choose.2. Tell people how often you will send each type of email.3. Setup a field to handle the frequency: every day, weekly, monthly.then you need to have smart lists monitoring for each frequency pl...

Ecommerce forums are probably the best places for info. Search for cart abandonment ideas. Whichtestwon might have some ideas. I'll check later.My sense is you want to follow up in 2-24 hours with a secondary offer w/o sounding too creepy about it.

Yes, you can setup a form and use Segment by to determine the correct form by Segment.

Kelly,Your current setup is pretty standard. You can definitely switch to using Contacts. There are several threads on this that you should take a look at before attempting to implement this.

You should Field Block key contact fields to reduce this risk. It will prevent overwrites while allowing new folks to update/add info.The other problem is likely that someone if forwarding their emails and it is tracked to Ted Test and filling that in and someone isn't changing her email address on ...

Agree with Mike D that Engagements with 3-4 streams are ideal for your scenario.Your transitions would beFills Out Form B on Page Y, Make Member of Stream BUsing several smart campaigns is possible, but not as easy to pull off.

Are you sure it's not google blocking these?

You have two or three choices: Segmentations based on Email Address CONTAINS @gmail.com which enables Dynamic Content. Use a separate Email or Email Template for @gmail and ensure that your Send Email campaign says "If List is Gmail Subscribers, then Send Gmail Email."I like #2 better in most case...

Hi Susan, This is a big thing to do. First, how do you want to move leads over to SFDC? I prefer to keep all leads synced and to hold back from lead assignment any non MQLs. But it's up to your workflow.