I generally agree with what @Katja_Keesom is saying, but I would be careful with the following quirk of engagement streams:    The streams can be built with smart campaigns (the bulbs) or with email assets (the email icons) and it matters.   If you want people to go back to the spot on the stream where they were, you could leverage pausing the cadence in the old stream and add them to the new one, then pausing the cadence in the new one and resuming the cadence in the old one.    But keep in mind that if you just add a person to a stream (instead of resuming their cadence), if the stream is built with emails, during each cast, Marketo will check if the person has received any of the emails on the stream before, then pick the next one they haven't received.  If it's built with smart campaigns instead, Marketo will check for membership but what is going to happen is: if the person is a member of the first campaign on the stream, it will do nothing that cast. Next cast, same thing, if the person is a member, they get nothing.  So keep in mind that depending on how you built it, when moving people to and from, there is a scenario where people may not receive anything for some casts if you just add them instead of resuming.    Hope I made my idea clear. And if Marketo has removed this limitation by now and I'm not aware, please someone let me know! ... View more

Thanks @SanfordWhiteman ,    Sure, this seems to be the url the person came through:   https://www.culturalcare.com.co/au-pair-best-agency   Let me know if the url parameters matter, they include utm fields and gclid, and I can add them.  ... View more

Hi @Matthew ,    To begin with, maybe this article will solve some of your questions: https://nation.marketo.com/t5/Knowledgebase/Marketo-Activities-Data-Retention-Policy/ta-p/251480.  Depending on the information in particular, it's stored from 90 days (high volume activities like emails sent, visits to web pages etc.), to 25 months (low volume activities like email bounces or being added to an opportunity).    Information about people who unsubscribed from your emails is kept separately and for longer, not sure exactly how long. This is called "durable unsubscribe", you can read a bit on it here: https://docs.marketo.com/display/public/DOCS/Durable+Unsubscribe     I agree with @SanfordWhiteman/. To better answer your question we would need more detail around what you mean with "uploading" and "clearing".    With "uploading" do you refer to import a list of records / persons to the database? These stay on your database until you contract with Marketo ends or you delete them. Now, there is a difference between emptying a list (=clearing) and deleting records (=delete person).    Below is a screenshot of a static list view where I selected three records. Notice how I highlighted "delete person" in red and "remove from list" in yellow. Keep in mind that deleting cannot be reverted, while clearing can be reverted. When you delete records, if any of them unsubscribed, they will be deleted from Marketo (and optionally, your main CRM if you choose to), but a record of their email address and the fact they unsubscribed will still be kept somewhere in Marketo's servers.  This is to prevent that people who unsubscribed, and get deleted for whatever reason, are emailed again by mistake if they enter your system again (i.e. they change their mind and resusbcribe or a sales rep adds them manually again).    ... View more

Hi @Grégoire_Miche2 ,   Can you elaborate on this? I think it may be related to something we are trying to solve.  I am currently struggling with the following problem: Our business operates with two types of customers (Hosts and Guests) and our business model is about matching them for a cultural exchange. We want to send a communication to Hosts in a specific opportunity stage (we call it Finalled), but we want to segment this communication depending on an attribute from their Guest: their type (which can be say "A" or "B") In Salesforce this could easily be solved with a query, but in Marketo I haven't found a way to Create a smart list like this:  Finalled Hosts whose Guest is of type A.  This would mean querying a related object in Salesforce and I haven't figured out how to do this in Marketo.    I was exploring the possibility to use SOQL in Velocity (but haven't found an answer yet). If this were possible, maybe I could just create one email with a script token that outputs different text depending on the guest type.    ... View more

@Chris_Wilcox    Yes, that could also be the case. This was discussed in the past, for reference, the response that was given starts here:  https://nation.marketo.com/t5/Product-Discussions/Issue-Approved-Draft-Segmentation/m-p/49991/highlight/true#M19909 ... View more

Exactly, we need to see how the segmentation is built. It may be using the wrong field to determine people's segment or "Australia" may not have been correctly added to the APAC segment and approved.  Also, keep in mind that building a segmentation for country, based on different country fields, although it seems like a fantastic and clever idea (I sure felt that way about it when i first saw my company's segmentation) can result in strange behaviors.    For instance, i had a case of someone being added to the wrong segmentation because one of the country fields was indicating a different country than the others. Make sure those 3 fields, when populated, are always aligned, or just choose the one that is based on GEO IP as I imagine that is how you want to determine what people see in your website.  ... View more

Hi @giovanna    Of course getting familiar with the tool first is a must. Because as far as I know, you will need to find a workaround for this one.  The Zoom integration doesn't currently support recurring webinars, which will make your life a little harder.    In deed the best option for you will probably be to create a "tokenized gym class marketo webinar template" that you can clone over and over. You could probably do with one template per each of your 17 classes. You WILL need a new marketo program for each session though...  Tokens will make the cloning easier, but for each session you will still need to:  create / clone webinar in zoom (perhaps you will be able to skip this step if you use recurring webinars) create / clone webinar program connect zoom webinar with Marketo webinar program modify all tokens (mostly dates and times - all the "variables" so to speak, that's what tokens are, the rest remains the same) activate all campaigns You are probably better off relying on zoom and it's internal invitation emails, at least at the beginning. And use marketo perhaps more for the sake of reporting.  But the way I see it, keep in mind that if you have 3 sessions a week of "cardio-box" you will need to do the process above 3 times a week, ideally with enough time for people to subscribe.  You may be able to not have to clone the zoom webinar each time and create a recurring series, but as i said, the integration does not support this feature, so you WILL have to clone the Marketo program each run and connect it for information on attendance to flow into Marketo.    There is a feature in Marketo that lets you import programs from a library. Here is some documentation on it: https://docs.marketo.com/display/public/DOCS/Import+a+Program#ImportaProgram-IdentifyPre-BuiltProgramsintheMarketoProgramLibrary   I haven't used it extensively, but could be a good starting point for your templates, especially if you are not too familiar.  Just keep in Mind tokens and tokenized programs are kind of advanced and will require some testing until you feel comfortable with it.    I hope this helps...    ... View more

It feels to me like what Marketo is really missing here (and in similar scenarios) is a way to stop a trigger or some way to signal that a campaign has finished processing.  This would be really powerful to chain processes together. For instance something similar to "webhook was called" but more like "webhook was called AND it finished, returning this result" or at least that it wen't through all flow steps in the requested campaign.    This could be dangerous if there is an error in the campaign and it never responds back... but I'm not sure that happens a lot and probably there could be some sort of time-out option. ... View more

Actually I just found out my problem: something wrong with one of the tokens in subject or body Your case is probably diffrent since you can't see any results at all (that is a snapshot of my results tab)   ... View more

Hi @Katie_DenHollan    I think the "skipped step" entry in the log only shows when there are choices in the flow steps and one of them "does nothing". But yes, I am having the same problem. I have a create task step and a test lead qualifying for the campaign, but nothing happens. Also no errors are showing...  I even saw in the documentaton that "due in" needs to be populated and Marketo will give it 5 days if you leave it empty: https://docs.marketo.com/display/public/DOCS/Create+Task   Did you manage to solve it?  ... View more

Well you are definitely onto something with the "Updated At". I just tested a campaign with it and even added a constraint of "New value: is not empty" and it didn't trigger at all...    It's either a bug or intended. But ultimately I would settle for bug. It shouldn't be available as a trigger if it won't trigger...  ... View more

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 a central campaign that triggers on "Fills out form" / "Person is created" (maybe forms that contain a specific string in their name) and "requests" your API call campaign.    Creation and modification scenarios would need to be treated separately like this:  Created AND field1, field2, field3 are not empty Data value changes field1, Data value changes field2, Data value changes field3 AND (other filers you may need) ... View more

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 doesn't trigger in the wrong occasions.  Something like this:            ... View more

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 Salesforce to Marketo still make it, but no further updates from Marketo to Salesforce make it through (for instance, score updates).    Removing the edit permissions from the sync user creates a backlog. This one I learned the hard way.  ... View more

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).  I see there are some important limitations like these fields not being available for tokens (probably a good idea is to use them strictly for operational information or reporting and not for any customer facing information that you may want to share with them).    I have to be honest, I haven't used them myself yet, but they do seem a good option for storing program specific information, like score attained from the program itself for every record in it.  ... View more

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 know, maybe "opens / clicks email in Stream A" ? ).    Something deep inside of me tells me we should avoid creating fields for single marketing campaigns or Marketo campaigns or pieces of content... I know Salesforce has a limit on fields per object, but I'm not aware of object limits in Marketo or performance issues derived from too many fields.    If you really really want to know that with precision, this may be a way... ... View more

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 with the method you propose? Trigger tokens? I'm not sure exactly what you mean since for me that means email scripting and script tokens or simply regular tokens based on existing fields but used in triggered campaigns.    To perhaps answer your (old by now) question, @Itay_Billet4 , an alternative is to play around with Drift's sync options and sync to both CRMs, but choose to sync the lead only to Marketo and the activities only to Salesforce. Drift will lookup the lead record in Salesforce (it will attempt several times after the conversation is closed) and attach the activity to it once it finally syncs and is found. This new activity on the Salesforce record will then sync to Marketo some minutes later.    In Salesforce conversations look better, more user friendly. But iirc conversation tags (which are super helpful for logic in Marketo) are only available on the Marketo custom activities. Here is what it looks like for us:       We get double entries for meetings booked and conversations in Marketo, but that is fine. This was because of the conversation tags that I can only see and use in Marketo through the Marketo integration (and to be on the safe side) and at the same time wanting sales reps to be able to see their Drift conversations in Salesforce.  When the conversation is logged in Salesforce it is also synced to Marketo but it is missing the tags.  ... View more