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Really insightful thanks. We've been looking at this very issue because in our case we had (for historic reasons) only really tracked first touch but we discovered that opportunities we had influenced weren't being captured in our CRM reports and we've had to do a lot of work to address that.
This is a really good post and, to answer your question at the end, we tend to use Marketo landing pages a lot in part because of that issue you identified at the top i.e. we can build these ourselves quickly.
One very obvious thing I have learned from experience about using a trigger to initiate an action concerning leads/data (leads are added to list and similar steps) is to only upload that data once the trigger is active. I know it's simple but I have occasionally loaded data and only activated the tr...
Thank you - FYI I find most of your posts useful as I learn something from them.
Simple but useful thanks.
I agree with you - it's currently not very user-friendly or as valuable as it could be. It's a relatively new feature and hopefully it will continue to improve.
Very helpful thank you