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Hi Jaime,It's possible to get to a lead record by altering the url of another lead. Open any lead record in your instance, and replace the lead id at the end of the url with the one you've found. Here is a link from a test instance for reference.https://app-sjst.marketo.com/leadDatabase/loadLeadDe...
Hi Megan,I wrote up a post on how to best troubleshoot duplicates here Deduplication: How It Works, and When It Doesn't I've also looked at your instance to see if there were any additional fields being used for dedupe, but it's currently just the Email Field. If you're not able to determine where ...
Everyone knows that Marketo won't allow duplicates to be created, right? But how does it work, and how do you find out what happened when you find yourself with duplicates? First we'll talk about how and when it does work. Deduplication works for three processes of lead creation in Marketo. List I...
Hi Amanda,There shouldn't be any problem syncing your SFDC instance to a new Marketo instance, as long as neither has been synced to SFDC/Marketo before. Marketo makes use of a User within SFDC to perform the actions necessary, so it will be like adding a new employee to your instance.Marketo Suppo...
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...