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Keep in mind that if you do decide to add the unsubscribe footer using a snippet instead of using the default Admin > Email footer, you'll need to ensure that those snippets get added to every email you send it. You must legally have an unsubscribe option in any marketing email that goes out.John
Hi Pia,Even if they have another box checked, the Unsubscribe from all (as long as it's mapped to your standard Unsubscribed field) will override it. Leads will not be sent non-operational emails from your instance if they are unsubscribed, no matter what their other preferences are.If you want the...
Hi Christine,A better option would be to go to the Setup tab of the program and change the Program Status to Off. You can turn it back on whenever you're ready.John
Hi Mathew,What I would recommend is using the Campaign Is Requested trigger, and the Request Campaign flow step. Basically, you'll have a single "master" campaign that will use the random sample choices in a Request Campaign flow step to send leads to your campaigns evenly. Does that make sense?Wh...
Hi Jason,If you have a filter in place based on that checkbox, then those leads that aren't currently syncing could not be updated by Marketo. Have you looked at using the Data Loader on the SFDC side? That should allow you to export the list of leads to update, then add the "true" value for the c...
Hi Steve,Using the Refresh From Webinar Provider option under the Event Actions menu in your webinar should update the attendance, and if it's correct on the GTW side, then it'll pull over to Marketo. The only issue you want to watch out for is that Leads can't move backward in the progression of y...
Hi Jeff,There isn't currently a way to compare fields like this. You can use choices in your flow steps to compare a field to a specific value you provide, but not compare two fields.John
Hi Kathi,Are you using visibility rules? If so, you need to have the values listed in the main Value list for the field or it won't be available in the visibility rules list. Does that make sense?John
We are indeed offering a chat option. It's currently in testing, but it's going well. We aren't able to offer screen sharing though, and any questions that would require an engineer to log into your instance will need to go through the regular case creation process.If you do create a case, then on...
Hi David,Marketo won't automatically sync leads to Salesforce, so as long as you're filtering out these affiliate leads from any campaign that would sync them over, then they'll remain in Marketo only.As for creating a whole new lead type, that's not something that is currently possible. What you w...