Level 10
Joined the community 02-01-2013
Level 10
Portland, Or
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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 fi...
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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 thin...
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Hi Jamie,I think Anna's looking for a way to uniquely identify every single lead, so affiliate's name wouldn't work.
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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...
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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 ca...
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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 ...
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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...
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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, whe...
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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 h...
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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.
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