Christian_Tovar

Thanks for that additional information. I did have one last question. Do I need to have the date filter in the smart list of each list or in the reporting smart list?

Thank you for sharing! Can you expand on these two:One of the most efficient ways to cut down on build time of a program that remains pretty consistent from month-to-month is creating a folder in your Marketing Activities and building a program template for each type of program you build on a freque...

Hi Denise,Thanks for the quick reply.Would it be easier for me to create the months or do it this way? Ideally, I'd like to setup a subscription so it just emails it to me every 2 weeks or every month.

Hello,I need help with this again. How is a lead source report created? I found this as a legacy report and am trying to update it for my needs now. How does this standard lead source report pull the data? I would like to see the leads by month but then broken down by source per month. Is there a wa...

Thank you! I've been manually merging but will need to get the batch merge thing setup. One other question - is there a reason the records didn't sync up in Marketo when I uploaded my list? Wouldn't the system read the email address and know to sync to the other email address already in the system?

Hi Floyd,Sorry for the delay. So the new record didn't sync over to SFDC and the other existing record in sfdc didn't get the information for the new one I imported via a list. Do you know why that is? If I resend that email and set the smart list with "part of list x" will the newly merged contacts...

Hi Floyd,Do you know if the auto-merge solution is associated with a cost or something I can setup?They newly created record does show the activity in Marketo, however, the sales rep wants to reference the existing contact they already had in SFDC Marketo Insights. Does that make sense? I just did a...

Hi Josh,Yes, the records have the same email address. So, the records lived in SFDC as contacts already, however, in order to segment the way we wanted to I had to import a list of those contacts into Marketo. I imported the list with only email addresses thinking they would sync to the existing rec...