John_Clark1

Hi Daniel,The Status field is a standard field in your instance, and it's provided so you can help keep track of where leads are in their lifecycle. Most likely you have some campaigns set up that change the field based on certain triggers, and the best way to see why a lead was marked a certain wa...

Hi Taylor,If you set the Send Alert flow step in your campaign to send an email to your email address, then each time the campaign fires it will send an alert to you. The notifications tab is more for announcements that affect your entire instance, like sync problems or errors.Also, remember to mar...

Hi Taylor,If you use the Fills Out Form trigger (Orange Lightning Bolt) in the Smart List, then it will become a trigger campaign and the schedule tab will say Activate. Check your smart list and switch the green filter for an orange trigger.John

Hi Taylor,You'll want to have a smart campaign setup in your Marketing Activities section. You'll use a Fills Out Form trigger in the Smart List tab of the campaign, and you can choose a specific form, or use the Is Any option in the trigger's drop down to trigger off of all forms. In the Flow tab...

Actually, it's the other way around. The Click Email means they clicked a link in the email, and the Click Link activity shows they've clicked a link on some other page in your instance. I haven't been able to find any documentation for activity types, but it's possible they're still working on up...

You're welcome. That's why I'm here.

Hi Bree,Adding leads to the stream will not automatically send them the first email, they would wait until the next cast was sent out to receive the first one.John

Hi Justin,To my knowledge this has not be done before. In fact, I had a case the other day where the customer had blocked the sync user from seeing the Opportunity object and the initial integration was throwing errors. Marketo is designed to work hand in hand with Salesforce and that includes all...

HI Taylor,Once a lead is added to the Engagement Program stream they will be there until you remove them, and will receive one new piece of content per cast as long as there is new content.The smart campaign itself just adds them to the program, and that only needs to happen once. If there were to ...

Hi Taylor,Yes, you would need to use a smart campaign to add leads to the Engagement Program. There is a flow step specifically for that purpose called Add to Engagement Program, and it will allow you to choose which stream to add leads to.John