Victor_Herrero

Victor_Herrero

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Date Last Visited
‎03-03-2022 12:36 PM
Level 5
Joined the community 27-10-2016
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Marketing Automation Analyst
  • solved badge Re: How to activate a cloned smart list for an email send

    Hi, You can click where highlightedThen find the "Smart list" tab. Inside it, use "Member of Smart List" as filter like below and choose your list from the drop down

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  • Re: Triggering Smart Campaign of Updated At value

    Reading your earlier post, it seems you are already doing something like that. Aside from Sanford's suggestion to aggregate all updates on a custom field and listen for changes on that one... If you don't want to remember to add a "Request campaign" step to all your campaigns, maybe you can create ...

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    4620 2 4
  • Re: Triggering Smart Campaign of Updated At value

    Hi there! Maybe I'm not seeing something obvious, but I think you could probably create a smart campaign that uses "Change data value" as a flow step. The triggers could be a "Data value changes" on each of the fields you are expecting updates on, coupled perhaps by the right filters so that it do...

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  • Re: Is there a way to block updates from Marketo in Salesforce without...

    Hi @haliddelkic , Thanks for your reply. What we currently have in place is a validation rule on the contact object. I thought this might be better, but it generates a sync backlog. When Marketo tries to update their name or email, the record is blocked completely from then on. I think updates from...

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  • Re: Is there a report I can pull that shows how much each leads' score...

    In fact, recently I have noticed a new feature in Marketo: https://docs.marketo.com/display/public/DOCS/Program+Member+Custom+Fields Custom fields for programs, which are probably a better choice than adding the field to the Person record, if the information is strictly tied to one campaign (program...

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  • Re: Is there a report I can pull that shows how much each leads' score...

    Perhaps advanced reporting in Marketo can give you that insight, but another option i see (probably not a best practice) could be to create a score field for that engagement program and have your internal behavioral scoring campaigns increase that score field when the desired action happens (I don't...

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    4004 1 1
  • Re: Copy Custom Activity Information into a Field

    Hi @Itay_Billet4 I'm looking for a similar thing - I want the Salesforce activity detail to be passed onto a specific field for that, so that when there are errors I can actually pull a report on people who have them and even analyze the information. @Dan_Stevens_ is this something that can be done...

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  • Is there a way to block updates from Marketo in Salesforce without cau...

    Hi, We are trying to prevent Marketo from updating contact information fields (email, name, phone...) of Salesforce Contacts (so as long as they are leads it's fine). What was done is put a validation rule in place for contacts, so that only certain users can modify these fields at that stage (afte...

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    1809 0 2
  • solved badge Re: Setting up Twilio and Marketo webhook

    Hi @SanfordWhiteman , Thanks for your reply. I did eventually see their lookup product, of course paid 🙂 . But you do say it is reasoably priced... so we will keep it in mind. I bookmarked your article about setting it up as webhook.I also found something on github a long time ago that does exactl...

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  • Re: Multiple identical form fills in campaign

    Hi @Diana_Watts3 , The reply I got from them was that Marketo simply received several requests from the client side and just processed them normally. It just so happens that the requests all had an identical timestamp. That explains why the automatic dedupe rule was unable to catch the duplicates: ...

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Public Statistics
Date Registered ‎10-27-2016 03:10 AM
Date Last Visited ‎03-03-2022 12:36 PM
Total Messages Posted 126
Likes Received 29