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...
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 tha...
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 ...
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...
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 fi...
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 thin...
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...
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 ca...