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Hi Erica,The screenshot shows the preview of the email template, and which pieces will be editable in the final email editor (in yellow). Templates can only be edited through their HTML, so you'd need to use the HTML Source tab at the top to make changes to the template.John
Hi Elizabeth,I think Josh was suggesting two different emails in one campaign. One email for the 3 day send, and one for the 10 day send. Then you'll be able to track more easily how many of each email is going out. This can still be done using a single campaign and the flow I suggested earlier.J...
Hi Valerie,There isn't a constraint for Type, but there are several others you may be able to work with. You can see those below.John
Hi Elizabeth,You could have a campaign with a 3 day wait step, then a Send Email flow step with a choice like "If Status is "purchased" > do nothing" and default Send Email. Then you'd have another wait step of 7 days, and another Send Email flow step with the same choice. That way there's only on...
Hi Marjolaine,If you change a template and approve that change, it will make any landing pages based on that template go into draft mode. You would then approve those landing pages in order to see the changes to the template reflected in the published page. Have you approved both the template and ...
Hi Molly,What you can do is have a 3 day wait step, and then either a Send Email or a Create Task flow step with a choice. The choice would say "If Status is Open, then Send Email or Create Task" and the default would be do nothing.This allows you to check the lead's status at the end of the 3 days...
Hi Tom,Adding a new status to a channel will not change anything for leads currently in that channel. You can change them to that status afterward though.One thing to note while editing channels is that you should never copy/paste values between boxes. That can cause some weird behavior and status...
Hi Denise,You're right. Marketo is focused on leads, so this kind of analytics is not going to be simple or completely accurate. A smart list is what I would have suggested also, but keep in mind that it will only reflect leads currently in the database.There isn't currently anything else that cou...
I like the idea, and I'd encourage you to either add it as an idea here in the community, or add your voice to a similar idea if there is one started already.The product managers do pay attention to those. In fact, we got a sneak peak today of some of the new features being released in the next few...
Hi Deidre,It's not possible to download this field as part of a smart list, as it's not a lead field. You can export a lead's activity history, though, which will include this field.John