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Thank you guys.The problem with segmentations is that records can only qualify for one at a time. We often have records that will qualify for more than one segment, so we're finding smart lists to be more useful.
is it best practice to reference smart list(s) within a smart list?we have a request from sales to build out lists for them, which will then go on to be referenced dozens of times. My fear is that this could cause slowdown or performance issues within Marketo. is it better to build out a bunch of pr...
Basically what the title says - is there a way to see if a field has been updated in the past X amount of days?For example, a report that shows all records who have had their lead status updated in the past 30 days?Thanks!
Ahh, it worked. I had populated the field incorrectly.This is fixed now, but originally I had forgotten to add the quotes to the end of the New Value.Thanks Sanford! This is amazing
So this is what I hope to happenMatchable Email CONTAINS .mil""And it would ideally show results like these:bob.smith@us.army.milbugs.bunny@us.navy.milmike.jones@us.airforce.mil(all examples)however when I use the above logic "Matchable Email CONTAINS .mil""" I don't get any results back. If I simpl...
Sanford, what if I want to look at just the very end of an email addressfor example, for some govt domains you have@us.army.mil@us.navy.mil@us.airforce.milIn this example, I only want to filter for domains that end in ".mil". I used the steps above, but that doesn't seem to work in this case. Or am ...
so if I am just starting out and creating the Matchable Email field, I would first need to run a batch to transfer all {{lead.Email Address}} of all records to that new field, correct? With very large databases, is it recommended to do this in waves instead of one massive batch?
This sounds like a bug, but has anyone been able to pinpoint a cause or solution to this?I just noticed we have leads who've been scoring for 6 months and in Salesforce1) The "Lead Score" value is updated and shows the correct number2) The "Score" tab in Salesforce is blank3) The "Interesting Moment...