Level 4
Joined the community 19-11-2014
Level 4
Austin, TX
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"I don't understand all the mechanics, but I was hoping this is information that Marketo would capture as an anonymous visitor and then pass it along on form fill-out."Jeff Day - I...
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You could also specify to have Marketo delete the leads from your CRM as they delete from Marketo. However if you don't want the leads to be deleted from your CRM (deleted from Mar...
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Megan, here's a good collection of Marketo help articles that will explain what Smart Lists are, how to build them, why use them, etc. I'd share this with your team or include it i...
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To your first question about the logic.....yes that's how it would read. Must have all of the first 4 together PLUS either 5 or 6.Your second logic setup would be read: Must have a...
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Bummer... Did you get any notifications of a sync error? Was the lead status field mapped to CRM? Do you have any settings in CRM that would have blocked certain field updates from...
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deleted my reply....someone posted at same time as me, with a better answer 🙂
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Try using Advanced filter logic like this:((1 and 2 and 3 and 4) and (5 or 6))I think that might do it, if I'm understanding your question correctly.
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You can see this if you click on a Smart Campaign and then look in the Status window to the right.Is that what you were referring to?
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There may be an easier way than this....but here goes:I'd create a custom view in the Lead Database which just shows that one field. Then I'd export the entire database into Excel ...
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@Steph A -- I believe you're referring to the Tags in the Admin area, correct? (This is where you can find those channel and program type tags)Here are a couple articles that may h...
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