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Thanks so much! Wanted to be sure I knew my options, or if I was missing something here.Good to know!
My form is going to need multiple open area txt fields for a "one off" application.Therefore, fields will not be needed in CRM and I would like to know if I have no choice but to create custom Marketo fields for this purpose? - I didn't want to fill the database with extra custom fields that won't b...
I was reading a thread on the forum and realize consent for the privacy checkbox must be optional for end-user.My question is, if end-user does not consent, by not ticking the box and submits the form, what do we as Marketo record owners need to do on our end? - Is there a standard or protocol for t...
Can you clarify:If you need to modify another campaign(s) that is unintentionally syncing leads, add a filter to the Smart List to exclude those records.>> What would the filter be to exclude the record from CRM when set up in the Smart List? Or, try removing the records from the flow of the campaig...
I am going to need information about how we can get a daily report to push from Marketo into our Microsoft Dynamics CRM. We would like a comprehensive daily report that would show the following – when it gets pushed up into CRM:Name of Marketo landing pageUtilizing our form connector technology, fro...
Hi, I want to suppress anyone and everyone who responds to a particular form/program from syncing up into Dynamics.How do I do that? What is the filter I'd add? It would be applied to the flow? Also, am I right in saying it would be wise to remove the 'Sync Person to Microsoft' step in the flow (whi...
Hi, I have certain campaigns/programs where I do not want the form submission lead to push up into Microsoft Dynamics CRM.How can I make exceptions to specific landing page/form?- Support indicated that if I remove that step from the flow, it would not be enough.What other methods can I apply?
Hi, I have made branding updates to templates. After publishing, my program LPs and emails are now in orange icon.I have to now go program by program to republish for the updates to take effect.Is there a way to globally check off from a list all the assets to republish in one go?To go program by pr...
Hi, I have the XLS prepared with the contact's email address and account numbers. Account numbers that are primarily numeric (but not in all cases) and presented all within the same cell in the XLS, in a readable format e.g. 22222, 33333, 44444. - These codes serve as the username for logging into a...
Thank you. A few clarifying questions, please.First detail to note: the gift card download is from third party retailer (e.g. Starbucks).You are saying to set up as Program Member Custom Field. However, support advised: How do I know for sure which is the correct option from which to choose? Lastly, you advise: Remember to populate the value without the leading https://, i.e. only include “example.com/some/page/?query-string” in the field. Then you hard-code the https:// when building the email to ensure the link is tracked. However, the spreadsheet with the unique gift card URLs includes the 'https://' ...and I am unsure what you mean about populate the value without and you cite an example for the field. ....Where is this handled? Do you have a screenshot? Not within the email? - Sorry, I do not work in this environment frequently enough to recall. Thank you. Any advice is appreciated.