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The SFDC field "Description" is mapped to Marketo "person notes" which you can also use. Of course, it has the same overwrite issue Cathal notes...which can be troublesome if your sales team is used to writing things in there. Get them to use Tasks!
Hi,I had this issue the other day.OPTION 1: If the template is already tied to the pages in question, all of those pages are now in Approved with Draft mode. Simply go to each page and then Preview and Approve.OPTION 2: If you need to SWITCH templates, you can't really do that. You must CLONE the LP...
Not that I know of.Your best way is to Clone a Program Template if the programs in question are very similar. Most people setup a Program with all the assets, lists, flows, and tokens and then clone it. The only thing to change usually is the myTokens and then make sure it runs properly.Cool idea th...
I think you need to setup a workflow that sets Contact Statuses by Account Status.You might have to choose values that match the lifecycle and your product. For instance, some Contacts are just users or influencers. Some might be leads for new sales, but part of a larger Account - Client.You can eas...
Do you mean video and text? Or something else?Try visiting http://pages.eiu.com/SubsMgmt.html if you want to see some samples of a newsletter in Marketo.
Yes, if you use Field Blocking on Salesforce Import/Sync, then the value will not be changed if the value exists.
Carol,It's a bit simpler than that, depending on how you've set it up.Marketo Program - if the leads in question were already in this program, you can set the Program to sync to SFDC Campaigns. Setup a new SFDC Campaign OR click on the Program summary, Press Salesforce Campaign Sync create new...
Ed makes a good point that doing too much of the SOAP API or POSTs defeats the point of enabling marketing to do things fast.But there are good reasons to do this - converting existing website forms since you can't always use LPs; in app data transfer; etc.What I would do is send them the instructio...
You can opt out of the 90 day deletion if you ask Support.But another thing to note about inactive, you should use ANY or group filters depending on what your goals are. If you are scoring a lot of behaviors, then NOT Score Was Changed could be good. If you prefer to target direct behaviors, choose ...
Maria,There is a little brochure of system icons floating around somewhere. If I can find it, I'll post it.You can also get an index of flow steps and others in my guide:http://www.marketingrockstarguides.com/marketing-rockstars-guide-to-marketo/