Guy_Goldstein6

One of my earliest lessons in User Roles was definitely what Justin calls the "New User" (I call it a "Training Profile").I Set every single new user up first as a "Training Profile", until I can make sure that they have the training appropriate for the role they are going to need to move to.When I ...

Hey Gregoire and Justin,I think you've both expressed some SUPER valuable tips in general for running a Marketo instance and they both cover the issue pretty concisely.The one thing I would add is that when developing lifecycles, I often allow "either" a score of X, OR a particular interesting momen...

You can use the negative filters - So it's not "Clicked link in email" is you've also got:NOT clicked link in email is in the past 7 daysSo if you wanted a smart list of all of the people who clicked the email in the past 30 days but NOT in the past 7 days you would set it up like this:Using "All"...

Hey Nick,It might help you not to associate the decision with the 5 separate campaigns - but to have a single campaign with a choice that all of those triggered campaigns requests.So your trigger would be:Clicks link in email is Flow: Request campaign is and in the stream assignment you can set it u...

Hey Ashley,I've recently done a number of implementations of Infer and have seen some fantastic results. Infer combines data from your own database with up to about 250 different data points collected from their own data library to return a rating that's somehow related to your own data's outcomes.Y...

Hey Caitlin,I know this is going to seem like one of the most idiotic answers ever (it's because it's the classic - "did you plug it in?") but over the past 10 years what I find is that that I myself go to so much effort double and triple and quadruple checking the complicated stuff, that I often ov...

Just to play devil's advocate:There are certain situations where I'd argue that NULL does equal.Take score for example - A lead with no score, would have a score of 0, a lead with a blank score is equally 0. While they represent different versions of no score, if I had to prioritize leads based on t...

Hey Natasha,What a great question! I think I've been playing around with different approaches to this question since about the time engagement programs came out! The easiest way I've found to explain it is as such:An engagement program represents a series of related messages with a goal of driving a...

Hi Amy,If you've got a flow of emails separated by wait steps people only need to qualify at the point of entry.Even if you change the smart list and they are no longer qualified, once they are in they will keep going until they reach the end.UNLESS:You run a flow step: "Remove from Flow"You can set...

Hi Emma,You've actually got a number of options here -If you're looking to answer the question "Who are the individuals who clicked on the email" then you can create a smart list to find themIf you're looking to answer the question "How many people clicked on the eail" then you can use an email perf...