Level 10
Joined the community 02-01-2013
Level 10
Portland, Or
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You're right about the custom field being a string.The issue with trying to track all of the forms a lead has filled out, is that you can't really do this simply with a single fiel...
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You would only need to create a single custom field. The trigger campaign you set up would trigger anytime a lead fills out a form and populate the name of the form they filled out...
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Ok, so yeah, in the Send Alert flow step you would use the Lead Owner setting if you choose to go that route. Otherwise you would need a separate smart list for each lead owner.
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Hi Laura,An alert could be set up with any lead tokens you wanted. These tokens would populate with lead information like {{lead.First Name}} {{lead.Last Name}}, etc.If you set up ...
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Hi Laura,You can set this up with a trigger campaign using the Email Bounces or Email Bounces Soft trigger. You would then set the flow of the campaign to send an alert to whoever ...
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Hi Jenny,If any of the leads in Marketo get synced backed to SFDC, then they will be inserted as new leads and be treated as any other lead. They will have any updates from that po...
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Hi Amanda,Either one would work. For the Static List you would need a trigger campaign set up to watch for the Form Fill out, or for some change to a field on the form. The flow of...
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Hi Chris,What trigger are you using? For the most part smart campaigns are focused on Leads and Contacts only, but if you're triggering off of an Account field, then it should qual...
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Hi Todd,I would probably recommend opening a case with Support. Some of our people here will be able to help troubleshoot what's going on here.John
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Hi Taylor,If you're wanting to email the same group the same email, then it's best to set up your smart campaign with the filters you need in your smart list, and a Send Email flow...
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