Matt_Stone2

Did you make sure you had no duplicates in your original spreadsheet? And did you try refreshing both the members tab and the program summary tab?

You can use it as a link: Click here

Most of my post-submit data changes utilize tokens. I find this process a little easier for when I copy programs and I can tab into the tokens portion and update the fields there. All you've got to do is set a {{my.Lead Source}} token, then drop that into a "Change Data Value" flow action.

I tested the SFDC option by creating a lead without an email address, but it still synced down to Marketo without any action taken. Does anyone know why?

This is great advice--thanks!One follow-up: I know I've seen some SFDC contacts sync down that have nothing but first name and last name. Maybe this is something I need to talk to support about?

I thought about putting them directly into SFDC, though I had two concerns: Wouldn't adding them to SFDC have them sync down to Marketo once added, or at least once a rep touched them? We try to pre-qualify our leads prior to them hitting the CRM, so this would bypass this processThanks for the in...

Hi Tim -- if you use programs, the engagement program will run through all the programs in the stream until it finds one that the lead is not a member of. That will be the piece of content sent for that cast.So to answer your question--no, the lead/contact will not have to wait longer to receive the...

Yes, because my solution breaks it down from more complex CSS (list-style-type, list-style-image, etc.) to super basic: paragraph tags and images. It's still not perfect, but it was the closest I could get it.

Bullets, like most things with HTML emails, are not simple if you want to deviate from the standard. Newer versions of Outlook doesn't like list-style-image or list-style-type in the CSS.The best workaround that I have found is simply using paragraph (

) tags to list my items, and preface them with t