John_Clark1

Hi Phil,When you import a list the system will look at the value you map to the Email Address field, and compare that with what's already in your database. If there is a match then any other data for that record will be appended to the existing record. If there is an email address in you list that...

Hi Hank,Using custom fields is the standard way to capture this kind of information, and is how we here in support recommend that it be done.The only downside I can think of is that these fields could be overwritten if I a lead filled out your form again, but if you block them from updates then the...

Hi Robin,It's not currently possible to alter that token, and there isn't another that I'm aware of that will let you enter the day of the week.John

Not at all. I wanted to make all the options for finding the data you want clear.It may not have shown me all of the previous responses, which prevented me from seeing what others had already said.John

Hi Andrew,The Analytics reports are more focused on the number of leads that performed an action, and less on who those leads are. If you want to see which leads clicked a specific link in your email, you can do with with a Clicked Link In Email filter in a smart list. You can then add a constrain...

Whoops, I just thought of something else.You could use "If" statements in your Send Email flow steps. For each Send Email step you would want a choice. You'd say "If Customer Id field Is Empty, Send Email" Default choice would be Do Nothing.Or the other way around if you want it to only send when...

Hi Bree,The smartlist for a campaign is only looked at in the beginning. Once a lead qualifies for a campaign and gets into the flow then they will continue through the entire thing. There won't be another check against the smart list before each Send Email step.John

Hi Jamie,I think Anna's looking for a way to uniquely identify every single lead, so affiliate's name wouldn't work.

Actually, the more fields you add to the equation, the more likely you are to get duplicates. It's because every field used to de-dupe has to exactly match any newly submitted data, otherwise a new record is created. More fields means more chances that a lead will fill out a form with a different ...

Hi Jennifer,Jamie is right on with the smart list.There isn't really any way in Marketo for one lead record to automatically affect another, so it's not possible through a smart campaign to take information from one record, Bob's name for example, and write it to Jane's record.The link below has mor...