Nicholas_Hajdin

Good points. Definitely need to pull in the right people, specifically Sales, when you are looking into a tool that impacts both Sales & Marketing. Also appreciate your definition of MarTech cost-benefit “Will this automate away work and scale up things we need?”.

That was fun - happy holidays!

Appreciate the checklist!

Essential concepts and time savers - especially for early-stage implementation.

Hi Alex,You could use Random Sample as an add choice on your flow step. Make sure you test first.Build your smart campaign and smart listIn the Flow Step, Select "Add Choice" for the step Add to Engagement Program.Choice 1 - Random Sample is 50% --> Add To Engagement Program, Stream 1Default Choice ...

You can find this information in the Admin Audit Trail. Add List and Smart List as asset type filters and Export as the activity type filter. While you cannot generate an automated notification - you can assign an Admin to audit this activity on an as-needed schedule.

I second Floyd's comment in changing the view permissions in SFDC. Preventing SFDC sync can lead to unintended potential duplicates if Sales creates a contact in SFDC that already exists as a non-synced lead in Marketo. If you setup the SFDC view to only show Status = MQL, you can control who Sales ...

Seconding this comment. Looks as if this has been in "Working on it now" status for two years. ETA?

Sanford Whiteman - can you elaborate or give me an example? Are you talking about using an ICS generator vs using Marketo's built-in Calendar token?

Good insights. Curious to learn more about how you measured success. What types of reports did you build?