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Hi Brian,You'd want to use two filters to get all of those leads. One of the filters would use the Is Empty operator, and one of them would use either Before as Emily suggested, or In Past. Your logic for the smart list will be Any, so that any lead that qualifies for either filter will show up on...
Hi Sanford,I should have been more clear. It's not possible using only the out-of-the-box features of Marketo to make fields work together in this way.Users are, of course, free to add custom validation code to their pages.John
The entry type of a field isn't necessarily the same as the data type of that field. In this case, a standard checkbox field is Boolean, meaning it can only accept true/false, yes/no, on/off. This would preclude having four options, so I'm guessing your field is probably a string type field with a...
Hi Brian,You could use the 'in future' option, or the "in time frame" option and set the frame from today to as far in the future as you wanted. There's also the "on or after" option you could use with today's date.John
Hi Jaime,Depending on the type of trigger you're using in your campaign, it's possible for anonymous leads to qualify for your campaign. This is good for scoring campaigns when you want both Known and Anonymous leads to get points for visiting a webpage or clicking a link, but in the case of alerts...
Hi Elena,Are you merging these leads manually? Marketo should not automatically merge the two records just because there are two form fill outs in the same browser.John
Hi Amy,The usual suggestion for doing this is to include a screenshot of the video in your email and then wrap that with a link to the actual video. This will take leads directly to your video from the email. I don't believe it's possible to have the video actually play right there in the email cl...
Hi Jaime,It's possible to get to a lead record by altering the url of another lead. Open any lead record in your instance, and replace the lead id at the end of the url with the one you've found. Here is a link from a test instance for reference.https://app-sjst.marketo.com/leadDatabase/loadLeadDe...
Hi Megan,I wrote up a post on how to best troubleshoot duplicates here Deduplication: How It Works, and When It Doesn't I've also looked at your instance to see if there were any additional fields being used for dedupe, but it's currently just the Email Field. If you're not able to determine where ...
Hi Amanda,There shouldn't be any problem syncing your SFDC instance to a new Marketo instance, as long as neither has been synced to SFDC/Marketo before. Marketo makes use of a User within SFDC to perform the actions necessary, so it will be like adding a new employee to your instance.Marketo Suppo...