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Ben,It's always prefer to avoid long wait periods in flow steps because at the end of 60 days, you may not want to run them through anymore. Create a smart list with the filter SFDC Created Date in past 59 days.So build the smart campaign's smart list like so:1. SFDC created date in past 60 days2. M...
You can build another smart list like above and use the date of activity to the appropriate time. Once those members have been identified, you can then run a flow action on those members and use the step "Change Program Status" step. Select the appropriate program and the status will be the first op...
Lisa,Create a smart list and use the filter "Program Status Was Changed" and select the program you incorrectly added to. Use the Date constraint to designate "in past 10 minutes" or whenever it was done. Also bring in the filter "member of smart campaign" and select the smart campaign that changed ...
Chris,Marketo might have retired that program import name. I do see "BP-WBN-YYYY-MM-DD Webinar v3" as an option. You can try importing that one and see if it is similar to what you need.
Denise,I am not aware of a workaround but I know there is at least an idea: or
Samantha,You can use the trigger "Status is Changed in SFDC Campaign" in the smart campaign's smart list.
Kim,Just deactivate and activate it again and the 6 month clock resets. This is the easiest way. Don't bother with running fake people through the flow just to keep it live, because once they run through the 6 month clock will begin again until another person runs through.You also get a warning of w...
Anandraj,If you were merging a Marketo person with no SFDC type, then you can merge it with a SFDC lead or SFDC contact no problem. However, since you are attempting to merge an SFDC lead with an SFDC contact, this will not work as they are not like objects.I would recommend manually converting the ...
You may not need that field since it doesn't matter when the contact was added to the opportunity, you just care if the opportunity closed in the past 24 hours. So I would actually remove the Date of Activity constraint.
Rick,I would instead use the report type Email Performance. In the setup, you can select the time and the individual email. If you would like to see who exactly clicked a specific link in an email, then create a smart list with the filter "Clicked Link in Email" and use the constraint to include "Li...