John_Clark1

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 thing. There won't be another check against the smart list before each Send Email step.John

Hi Jamie,I think Anna's looking for a way to uniquely identify every single lead, so affiliate's name wouldn't work.

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, otherwise a new record is created. More fields means more chances that a lead will fill out a form with a different ...

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 campaign to take information from one record, Bob's name for example, and write it to Jane's record.The link below has mor...

Any errors would show up in Marketo Admin > Sales Insight. If there were a problem you should see Configuration Error in red letters.If this is just a single user though, it's not likely to be an integration problem.

Hi Juli,You can do this with a smart campaign, custom field, and some tokens.You have:Product Interest and Area of Interest, and you'll need to create a custom field.Basically, you're going to take the value from Product Interest, the one you want to "win" in the end, and move it to a temporary fiel...

Hi Megan,Marketo hasn't changed the default de-duplication field (Email Address), but if someone requested an additional field for your instance, then that may explain it.Also, when looking at the lead records for the duplicates, is there any evidence that the email address was changed after the lea...

Hi Steph,Does the email activity come and go? Or is it there for some users and not for others? The reason I ask is that it could be related to permissions, and if they don't all have the same permissions that would be something to look into.Additionally, are there any errors listed in the Sales I...

Hi Sanford,I hadn't considered leads becoming Known when they filled out the first form, even though they won't have email addresses yet. Thanks for the reminder.

You're Welcome!Please be sure to mark any answers you get on the community as Correct/Helpful, as this will help others in the future.Have a great week!John