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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 help explain those more:https://community.marketo.com/MarketoArticle?id=kA050000000LIdmCAGhttps://community.marketo.com/M...
@Ande, you can set a daily and weekly email limit in the Admin area.Admin --> Communication Limits
Yes, you can do this in the Lead Database area.Go into the List or Smart List that you want to send to, and select any (or all) of the Leads that you want to receive the email. Then click on the 'Lead Actions' drop-down --> Marketing --> Send Email.
I highly recommend watching some of the onboarding and initial training vidoes here:https://community.marketo.com/MKT_MyTrainingPageThere's one for landing pages in the Basics 1 section.Also here are more tutorial articles on landing pages:https://community.marketo.com/MarketoDeepDive?id=kA550000000...
If you plan to send emails multiple times using these same staff members & assignments, you could make a couple of custom fields that would become lead tokens. However, this will only help speed up the process in the future though....it's not the fastest way if you're just going to send an email lik...
I've looked for this a lot too, in both Marketo and SFDC, and have never been able to find it unfortunately....Not sure if it exists.
Hi Emily,Yes you're correct in the Change Data Value step. Your screenshot looks right, and this is how we do it as well.Sorry about the SFDC comments -- I always assume people are using Salesforce. My bad 🙂I'm unfamiliar with Dynamics CRM so I don't know about the deleted leads syncing back. I k...
Yes, that's exactly what I was referring to. Sounds like you're good to go!
Hi Emily -- a couple of questions & ideas for you:1. Do you have a specific Lead Status value that marks leads as disqualified or invalid?(We have "Invalid" as a Lead Status, which automatically dq's them in our SFDC)If so, you could set up a Smart List in Marketo that queries for any hard bounces (...
This actually sounds like it will work and also sounds pretty easy. I haven't thought of an easier way yet.Just be careful that you don't instantly pull them over to Stream 2 if they aren't finished with all emails in Stream 1....unless that's what you want to happen. So for example, if someone cli...