Ben_Cooper

Ben_Cooper

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‎01-28-2020 02:06 AM
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Joined the community 26-02-2016
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  • Re: Select first option from a picklist that comes from Salesforce int...

    Thanks. Just curious. How would Marketo handle somebody if they are arriving via Salesforce and the same field has two entries in the field? Does it by default select the first field. Considering there is a smart campaign for each separate value in the field to place them in the appropriate stream.

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  • Re: Select first option from a picklist that comes from Salesforce int...

    Sorry, I should have been more thorough in my explanation.We have three streams in an engagement program that we place customers into according to type. In this case, I'll hypothetically use the model type of their car. The field has the choices of sedan, hatchback, pickup, and compact. Most custome...

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    2212 0 2
  • Select first option from a picklist that comes from Salesforce into Ma...

    Building out a smart campaign that includes a multi-select picklist from Salesforce that is ultimately a string in Marketo. Values in the Marketo string field are separated by semicolons. I am trying to build a smart list that will select the first value in the field and ignore the rest. Is there a ...

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  • solved badge Re: Need to move out an engagement program after 60 days

    Thanks. This makes sense. I used your steps for the smart campaign, but added member of engagement program: current program, to the smart campaign's smart list. I assume that's ok, as I don't want to accidentally bring in somebody that isn't in the engagement program into this smart campaign.

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  • solved badge Need to move out an engagement program after 60 days

    I have an engagement program that has a smart campaign to move them out into another engagement program if the following occurs:1. 60 days after SFDC creation dateAnd2. SFDC numeric field is between 1 and 9I am struggling with part 1 of the smart list. I know that you can apply a wait time of 60 day...

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    2662 0 4
  • Re: Time Based Action with Smart Campaign

    Also, if I don't want it to be sent after an email is delivered, but X days after a person enters an engagement program, would it be best to use a trigger or batch for the bridge campaign smart list?E.g.1. Trigger: Added engagement program (which they will already enter through another smart campaig...

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  • Best Practice for Changing Engagement Programs & Tracking

    I am building out three engagement programs according to our lifecycle for current customers. When a customer has hit the success metric in one engagement program, the customer needs to be moved over into another engagement program. Right now I have the following in a Smart Campaign to do this:Smart...

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  • solved badge Re: Need to include form selections in confirmation email and change t...

    It all works now. Thanks for you help Sanford. Do you have any other recommendations besides Apache's documentation for learning Velocity?

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  • solved badge Re: Need to include form selections in confirmation email and change t...

    Hi Sanford,That did it! Thank you.One last question in relation to this if that's ok.The script ultimately has multiple fields that a user can select and be set as booleanfriendlies. When a user selects more than one choice on the form, the script runs, they receive and email, and all of their selec...

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  • solved badge Re: Need to include form selections in confirmation email and change t...

    By adding that line, I get this in the body of the email:sessionBooks: 1

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Date Registered ‎02-26-2016 04:05 PM
Date Last Visited ‎01-28-2020 02:06 AM
Total Messages Posted 21
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