John_Clark1

John_Clark1

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Date Last Visited
‎04-01-2021 02:20 PM
Level 10
Joined the community 02-01-2013
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Portland, Or
  • solved badge Re: Possible to add which form was filled out to a smart list?

    You would only need to create a single custom field. The trigger campaign you set up would trigger anytime a lead fills out a form and populate the name of the form they filled out into that custom field. This is done by the Change Data Value flow step and {{trigger.name}} token. That token popul...

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  • Re: Bounced Email Notification

    Ok, so yeah, in the Send Alert flow step you would use the Lead Owner setting if you choose to go that route. Otherwise you would need a separate smart list for each lead owner.

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  • Re: Bounced Email Notification

    Hi Laura,An alert could be set up with any lead tokens you wanted. These tokens would populate with lead information like {{lead.First Name}} {{lead.Last Name}}, etc.If you set up a smart list for bounces, and you want to have the bounces separated by Lead Owner, you would need to have a smart list...

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  • Re: Bounced Email Notification

    Hi Laura,You can set this up with a trigger campaign using the Email Bounces or Email Bounces Soft trigger. You would then set the flow of the campaign to send an alert to whoever you choose. You could also use the token {{lead.lead owner email address}} to send the email to whoever the lead owner...

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  • Re: When an SFDC deleted contact updates in Marketo what happens?

    Hi Jenny,If any of the leads in Marketo get synced backed to SFDC, then they will be inserted as new leads and be treated as any other lead. They will have any updates from that point on synced back and forth between Marketo and SFDC.John

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  • Re: Smart List or Static List?

    Hi Amanda,Either one would work. For the Static List you would need a trigger campaign set up to watch for the Form Fill out, or for some change to a field on the form. The flow of the campaign would add the lead that triggered the campaign to the list.For a smart list, you would use the same filt...

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  • solved badge Re: Emailing an acount with multiple contacts?

    Hi Chris,What trigger are you using? For the most part smart campaigns are focused on Leads and Contacts only, but if you're triggering off of an Account field, then it should qualify all Contacts associated with that account.John

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  • Re: Dynamics CRM sync config issue.

    Hi Todd,I would probably recommend opening a case with Support. Some of our people here will be able to help troubleshoot what's going on here.John

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  • Re: Nurture Program

    Hi Taylor,If you're wanting to email the same group the same email, then it's best to set up your smart campaign with the filters you need in your smart list, and a Send Email flow step in the flow. Then you can go to the Schedule tab and use the Schedule Recurrence button at the top. This allows ...

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  • Re: Nurture Program

    Hi Taylor,There are two things here.First, you only need to move the leads into the Nurture Program one time. You do this through an external smart campaign with an Add Lead To Engagement Program flow step, which is where you would decide what stream to put them in. Once that campaign has run they...

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Public Statistics
Date Registered ‎01-02-2013 01:59 PM
Date Last Visited ‎04-01-2021 02:20 PM
Total Messages Posted 580
Likes Received 522