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You can test a webinar by registering and then removing your test leads.You add the members by sending them an invitation and making the next flow step Progression Status = Invited. Alternatively, you can wait until they Register.
The old email programs could do this, but not the Email Send program. So if you have Email Blast this might work.
From the SFDC Side, you should move those records (or delete) to a Lead Owner who cannot be seen by the Marketo User.Perhaps you could export out of SFDC, delete them in SFDC, then import into Marketo and hold them back.From the Marketo Side There should be two ways:1. SFDC should reject attempts to...
Sure.Use a data management campaign like so. This can be a batch or a trigger:Smart List: Country (or State) IS EMPTYFlow:Change Data Value: If Country IS EMPTY, then Country IS {{lead.inferred country}}you can do that for states and provinces as well.It's worth reviewing the existing data to make s...
If you don't want them to fill out the form at all, you'll need some javascript to preven that.If your situation means you're sending out an email after the fill out (or registering, etc), then why not do this:Register Campaign Flow:Smart List NOT IN CompetitorsMake sure you have that competitors sm...
Richard, Seems like you've just started with marketo. Congrats! I'm not sure that you need to rush into the RCM/RCA system if you don't have your lead lifecycle nailed down. Why not spend the time to make sure the plan is right and the other parts of Marketo work, then work on the RCM implementatio...
Generally sounds right. I'd be careful with how you manage leads across multiple Programs. I wouldn't necessarily remove the lead, rather I'd Pause it instead. Otherwise you lose data for that Engagement Program.
I believe you can do this, but I would test it first.Marketo ignores Add to SFDC Campaign in synced Programs, but I'm not sure if that's when you point it at the same program.An alternative is to have that smart campaign live outside of the Program.
If you are an Admin already, go toAdmin > Users & Rolescreate New Users and add the right role.I wouldn't create too many Admins though!
Yes do that in SFDC first. If the fields are already in Marketo, you may have to ask Support to help with the mapping.Something else to note - if you're using Marketo Forms, you can make the utm field Hidden, then edit that field's settings to have Marketo handle the data population from the URL par...