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
Rank Icon Level 10
Portland, Or
  • solved badge Re: Engagement Program: New Program or Stream

    Hi Mike,I think the way you described setting it up will work well for you. You can have up to 15 streams in a single engagement program, so you could possible put everything into one program, but separating the streams out by by Prospect, Customer, and Closed/Lost makes a lot of sense. That will ...

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    1814 2 3
  • Re: Removing a Lead from a Campaign

    Hi Malik,Are you talking about Marketo campaigns or Salesforce campaigns that are synced to Marketo Programs?John

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  • Re: Building and Analyzing a Multi-Step Form?

    Hi Noah,Your use of smart lists is pretty much what I was going to suggest when I was reading through your description.The system does depend on cookies in the lead's browser to make sure that any activity that was tracked while the lead was anonymous get merged with the "known" record once they ide...

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    1865 0 2
  • Re: Email Add-in for Office 365 Outlook?

    Hi Carolyn,If you have the local version of 365 you can use the Outlook 2013 download. If you're using purely 365 online though, there isn't anyway to integrate this.You'll also need to be sure to get the correct version (32-bit or 64-bit) for the version of 365 you're using. You'd want to ask you...

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    1614 0 2
  • Re: View results by run instead of cumalative?

    Hi Angel,Were the runs on different days? If so, you can use an email performance report to break them out. You would just choose the send date in Setup.If not, you could try using a smart list with a filter Was Sent Email > In Past 3 hours(or 4, 5, 6, hours, whatever works for your timing).You co...

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    1171 3 1
  • solved badge Re: Prefil email field using url parameter

    It's also possible that your CC staff could unsubscribe leads themselves. You'd just want to be sure that munchkin was removed from the page so their browsers didn't get cookied as the lead's themselves. You can find instructions for that below.How to remove Munchkin from landing pagesJohn

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  • solved badge Re: Possible to add which form was filled out to a smart list?

    Hi Marisa,This could be done with a custom field and a token.First, you would create a new custom field to hold the name of the form. You could then set up a trigger campaign with a Fills Out Form > Is Any trigger.The flow for the campaign would be a Change Data Value flow step, and you would choos...

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    3656 2 21
  • Re: Leads report showing the actual leads by the form they filled in?

    The Subscribe to Smartlist feature is currently being beta tested. It's looking like October will be the release date, but I can't guarantee that.It is the most requested feature right now though, and we're all excited about it! Hold on, it's coming!John

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  • Re: EMAIL

    Hi Devin,I would recommend using an Email Program. The articles below will walk you through how to create and schedule one.https://docs.marketo.com/display/public/DOCS/Understanding+Email+Programs https://docs.marketo.com/display/public/DOCS/Creating+a+New+Email+Program+in+the+Schedule+View https:/...

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  • Re: RCE Date Filters

    Hi Guys,There isn't an 8 day setting in the Setup tab of the report itself, but you could set it to 30 days and then use a Was Sent Email filter in your report's smart list.This filter will allow you to say Was Sent Email > Is Any and Date of Activity > in past > 8 days.That should filter out anyon...

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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