Devraj_Grewal

Devraj_Grewal

Contact Me
Online Status
Offline
Date Last Visited
‎11-13-2024 09:25 AM
Level 10 - Champion Alumni
Joined the community 06-02-2015
Rank Icon Level 10 - Champion Alumni
Marketing Operations Manager
San Francisco Bay Area
  • solved badge Re: Need to move out an engagement program after 60 days

    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...

    image_type
    Discussions
    2024 0 2
  • solved badge Re: Help Please: How do I correct a Program Status

    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...

    image_type
    Discussions
    2404 0 1
  • solved badge Re: Help Please: How do I correct a Program Status

    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 ...

    image_type
    Discussions
    2404 1 3
  • solved badge Re: How to access tokenized program templates?

    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.

    image_type
    Discussions
    1470 1 0
  • Re: "Ends with" Constraint

    Denise,I am not aware of a workaround but I know there is at least an idea: or

    image_type
    Discussions
    2754 0 3
  • solved badge Re: Need to push event approvals from SFDC to Marketo - creative solut...

    Samantha,You can use the trigger "Status is Changed in SFDC Campaign" in the smart campaign's smart list.

    image_type
    Discussions
    2097 2 1
  • solved badge Re: Hack for keeping smart campaigns from being auto-deactivated

    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...

    image_type
    Discussions
    6269 0 14
  • Re: Error Merging Duplicates

    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 ...

    image_type
    Discussions
    3314 0 2
  • solved badge Re: Send an automated email to a specific opportunity contact role 24 ...

    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.

    image_type
    Discussions
    4834 0 1
  • Re: Email Performace

    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...

    image_type
    Discussions
    1425 0 0

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Expansion Expansion Earned on 4.29.21 Earned by 11 people Select to learn more
  • Contributor2 Contributor2 Earned on 4.29.21 Earned by 93 people Select to learn more
  • Bedrock Bedrock Earned on 2.17.21 Earned by 82 people Select to learn more
  • Contributor Contributor Earned on 2.17.21 Earned by 280 people Select to learn more
  • Originator Originator Earned on 2.17.21 Earned by 21 people Select to learn more
  • Seeker Seeker Earned on 2.17.21 Earned by 681 people Select to learn more
  • Springboard Springboard Earned on 2.17.21 Earned by 210 people Select to learn more
  • Builder Builder Earned on 2.17.21 Earned by 58 people Select to learn more
Public Statistics
Date Registered ‎02-06-2015 03:12 PM
Date Last Visited ‎11-13-2024 09:25 AM
Total Messages Posted 1,224
Likes Received 983