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This should likely be enough resources from an agency POV. Depending on the CRM, the custom integration could get tricky, but your dev team should be able to figure it out. Make sure someone stays on top of project management and roadmap, to keep you and the client on pace.On the client side, make s...
Have you reviewed the Marketo Product Docs for deliverability? Deliverability - Marketo Docs - Product Documentation Some other useful resources:Boost Your Deliverability (and Credibility!) with DMARC Technical Tip - Set up DMARC Verified Domains in a Few Easy Steps
Are you planning to manage everything in-house or will you have support from Marketo Professional Services or an Agency? What kind of CRM are you syncing Marketo to? If you are syncing to SFDC or Dynamics, you will want to loop in the CRM Admin. A custom CRM sync will require more advanced developme...
The easiest way to do this will be splitting up as you noted, using Select as field type and listing out the time slots as the field value options. I would create a custom field String type "Appointment Time" and provide those options to your users. This will also give you more control over when app...
If you navigate to Notifications in Admin you should be able to subscribe the receive an error notification.
In regards to engagement programs, if someone is blocked from a cast due to communication limits, the person will qualify upon the next cast so the content will not be missed. I agree with Gerard where your customer preferences will vary by industry. If you decide to make a change, keep a close eye ...
Hi William,Is "Acquisition Program" on the Person record blank? The activity log you've shared is for a specific program. When a new name enters the system as a program member, Marketo automatically sets that program as "acquisition." This establishes credit for First-Touch attribution.Understanding...
Hi Jordan,Your lead scoring model is very dependent on who your business determines as quality leads. There is no "best practice" for scoring demographic data. Personally, I would refrain from scoring country as a demographic unless you value a subset of countries as high-value potential customers a...