Anita_Singh8

Do you have the Company name blocked from getting updated in your instance? (It would show a squiggly green line when you are doing a list import during the mapping part) Also, try checking to see the records to see in the activity field if there was a sync with SFDC that would overwrite the company name.  Seeing that it only affected 20 out of 200 I wouldn't say it would be a bug necesarily.  ... View more

Hi Michelle, You can set up as many smart campaigns as you need. I'm not sure if you've done this as well, but you can have another set of smart campaigns so that you can change the program member status as people engage in your emails. You can have two folders, one for the follow up email smart campaigns (Campaigns would be the way I would label it) and one for the program status changes (I would name it Statuses).  All the best, Anita ... View more

Yes, you can clone the original email and make edits to the email. You can have two smart campaigns to do what you are outlining. What does someone get if they only open the email? Based on what you wrote, only people who didn't open an email or people who opened and clicked the email get emails. Just some food for thought that those that opened the email may not get another email.  Cheers, Anita ... View more

Hi Mike, You may want to checkout this Launchpoint vendor: https://launchpoint.marketo.com/tmm-data/tmmdata It looks like they may have what you are seeking to have assistance with. Good luck! Anita ... View more

Instead of using the transition rules, I recommend using smart campaigns to do all of this. You can have separate smart campaigns for each of the ways you would like to transition the leads to each stream. I wouldn't recommend going backwards for those that aren't engaging, rather have another Stream for Nurturing and add the best engaging emails from the previous streams to that. And hopefully they haven't received all the emails in the previous streams. If people aren't interacting with the emails in your streams you may want to change the cadence for the Nurturing stream as they aren't engaging and you want to not burden them as much as the other streams.  ... View more

Hi Maggie, I've just looked at the page in three different browsers (Microsoft Edge, Firefox and Chrome) on my PC and I didn't see anything different in any of the browsers and looked like your screenshot. However, my browsers are the latest versions of each one. You may want to look into a browser compatibility testing tool. I personally like Litmus for this however, there are a lot of tools you can check out. Here's an article that has 12 options https://www.keycdn.com/blog/browser-compatibility-testing-tools. This can help you identify if it's something that is a true browser issue or if it's something internal to your team. Typically, it's the older browsers that can have display issues or it's how your colleagues' browsers have been configured (usually I have one colleague who for whatever reason never sees emails or landing pages correctly on their computer, everyone else will have it render properly but that one person). If it's more than one person, then getting a testing tool will help you identify the issues and correct them.  I hope this helps! Anita ... View more

Hi Shailendra, What you will want to do is to add the Change Engagement Program Cadence flow step to your new nurture feeder smart campaign and use Add Choice for each engagement program that you want to Pause them. It's best to put it at the beginning of your flow steps and leave the default blank.  If you have more than one nurture someone could be part of, then you would want to have separate flow steps for each one of the engagement programs. Sincerely, Anita ... View more

Yes, you can still use the sync to SFDC use assignment rules even if someone is already assigned to that lead/contact. It's just syncing that lead/contact and it won't change the owner or go through the lead assignments rules unless your SFDC team has it for a particular reason to resend them into the lead assignment rules. Essentially, Marketo is just throwing the lead/contact over and SFDC needs to do what it is programmed to do with it. Usually the lead assignment rules in SFDC only add people in it if the lead doesn't have an owner or queue.  Anita ... View more

An open of an email is only accounting for someone having the images downloaded in the email. They may have looked at it because of the subject line. But truthfully, I wouldn't consider them to be engaged. People that are engaged are going to visit your website, fill out forms and click on the CTA in the email (which also has bots but if you have it go to a landing page you can at least look at that report to get a more true picture), registering for webinars, going to events, etc.  In any case, if you want to know how many people have opened an email in the last 6 months you'll need to create a smart list with a filter than they have opened an email and use a constraint for in the past 6 months. That will give you the list and number.  I hope this helps! ... View more

There are plenty of companies that can and do the work for you. ZoomInfo, Oceanos, Data.com, D&B, etc (a lot more than what I'm adding here). Personally for me, Oceanos has been my choice for a couple of places I worked at. It's all about scoping it out and seeing which vendor will give you the best bang for your buck. You definitely want to narrow it down to a few and then do some beta runs for each of them before deciding which one will best fit your business needs.  It also depends on your company's policies around vendor selection. I worked somewhere that we had to pick from approved vendors.  ... View more

If they are new to the SFDC campaign then it will have the date that it goes over to SFDC and not the date that it was added in the Marketo program. If you want to have the exact date to be correct, I would contact my SFDC admin to see if it would be possible to use a dataloader to import those campaign members with the correct original member added date.  Unfortunately, SFDC does the data automatically with the sync. ... View more

If the member is already in the SFDC campaign then the original date that they became a member won't change. However, it may have the update date changed. ... View more

Before Marketo starting with the very first email provider up until Marketo are: 1. Lyris 2. Exact Target 3. Eloqua E9 4. Eloqua E10 ... View more