I was wondering, if an email program settings are finalized / approved, will the smart list still be dynamic & auto-update before the email is sent out?      ... View more

Hi All! I am fairly familiar with a/b testing when it comes to utilizing it in an email program for a 1-time 1 email send. That process is straight forward. My confusion is coming from when I need to set up a/b testing for a series of several emails. The outline of the campaign/program is as follows: -this program is for an event we are running this quarter - this is not an engagement program, no streams, all emails are sent via flow steps in a smart campaign -we have 2 smart campaigns for two different audiences, within each smart campaign (not triggered but filtered), there are flow steps to send a series of emails to get people to register  -my content team is requesting we a/b test the subject lines for each email we are sending, I am reading about champion/challenger emails but I am not sure how to apply that to this scenario. It seems to make sense for ongoing campaigns, to eventually chose the winning subject line, but since we are only sending each email once, I'm not entirely sure how to A/B test the subject line for each email we are sending in our flow. The flow works like this "wait until x date, send email 1" "wait until x date, send email 2" and so on and so forth. People are removed from the flow once they have registered.   Appreciate any input thank you!    ... View more

Hi All!   I'm wondering if anyone else has experienced this issue before... We have an engagement program that had 2 stream - a content stream & a transition/removal stream. We decided to add an additional segment to our program, and created an additional content stream. When I was adding records to the program & the new stream, they were actually added to the original stream & not the updated stream. Here is the flow logic I used:   Has anyone else experienced this type of issue before? I quickly fixed it with another smart campaign using the flow step "change engagement program stream"    For additional context, these were brand new members that were not associated with the program already.  ... View more

Hi!   Is there a way to look at a field under field mgmt to see if it is syncing properly or if the sync is broken? (with SFDC)  What is the best way to do a health check of the SFDC/Marketo sync?  ... View more

Hi All!   I am having some trouble creating a smart list of all of the unengaged records in our database. The primary filter I am using is this one:  The issue, is that when I do a deep dive into some of my programs, I am noticing that if a person was not marked as "responded" for at least 1 program, they are eligible for my smart list, meaning they could've been marked as responded for 10 out of 11 campaign, but that 1 campaign puts them in my list. I want to look at records who have been in all of our campaigns, but have not be marked as "responded" for all of them. Meaning no matter which campaign we have put them in, they haven't engaged with us. Anything I am missing with my filtering? Thanks in advance!  ... View more

We recently created a new field that is needed for our Marketo database. I read in a separate thread the best way to do this is to create the field in SFDC and then have it sync over to MKTO (typically the sync happens automatically). I have not seen the new SFDC field sync over to MKTO. Do I need to create the same field by name in MKTO in order for this to happen? Or should the field pop up by itself with the auto-sync? First time doing this so unsure of the process. Thanks in advance!  ... View more

hey!  Has anyone found a way to see how many records in their system has not opened the last number of x emails or haven't opened an email in x amount of time?  we are trying to exclude anyone from email campaigns who hasn't opened an email in the last year, or the last time they opened an email was before 2020. I tried utilizing this filter:   but it doesn't seem to be doing what I want it to do. I hate to make the comparison, but HubSpot has the functionality to see the last time someone opened an email & to be able to filter that out (ie has not opened our last 10 emails). Let me know if you have done something similar! Thanks!  ... View more

If a MKTO program is synced to a SFDC campaign - can you make changes to the statuses seen in SFDC & have that sync over to MKTO? For instance - for live event the values are:  -Not in program -registered  -waitlisted -attended -no show In SFDC I want to create a responded value called "booth visit" - if that is not already set up in MKTO as a choice (which I'm not sure how to add in on the MKTO side) will it sync over? or show as an error?  ... View more

question - I need some clarification around PEOPLE and BLOCKED when creating a smart list for an email program (same can be true for engagement program)  are PEOPLE the total number of records that fit the criteria I set but then I need to subtract the BLOCKED to get the true number of records that will be emailed? so really only 4265 will be eligible to receive this email  ... View more

Hi All! Has anyone sent plain text emails via marketo for an email campaign, and have it look as if the follow up (or second email) to the first plain text email that's sent, is a reply? For instance, in gmail, when I sent an email to someone & they don't answer, I'll send a second email in that thread, so the emails are stacked.    We are trying to make the plain texts emails coming from sales look as real as possible. Let me know if you have tried this or if it's even possible. Thanks in advance!  ... View more

Quick question - I am sure many of you have imported lead lists into Marketo (that are then synced over to salesforce). When importing a list of leads - I want to be sure if the record already exists in our Marketo instance - that some of the existing values are not overwritten - ie if Lead Source and Lead Source details already exist - they cannot be overwritten. I know under ADMIN in Marketo, when clicking to field management - I can block updates under certain scenarios but I don't see an option to block an update if the value already exists. I'm a previous HubSpot superuser - so I know in HubSpot you can adjust the sync between HubSpot and SFDC to not overwrite existing values (that you want to remain the same such as lead source) - and have one system be the system of truth - ie if the value exists in one system but not the other then use the one system's value. If anyone has had this experience please let me know how you resolved the issue - thank you!  ... View more

Question - we sync our Marketo programs to SFDC campaigns through the "set up" tab & "sfdc campaign sync". If I remove people from the sfdc campaign - will they then be removed from the Marketo program?    We have some people we are seeing as marked "responded" that shouldn't be in the campaign/program altogether. I'd like to be able to remove in one instance without having to do it in both.  ... View more

We have a serious duplicate issue in our marketo & salesforce instance, and here are a few things I think are causing the issue but I need help figuring it out: when a contact or lead record is deleted in SFDC, we keep it in Marketo (as a safeguard) - but if we happen to cross this record again via a list upload or something - marketo will sync over multiple records to SFDC - thus creating duplicates & the dupe picking up it's old lead source & lead source detail value. Does it make sense to keep deleted records in Marketo? It seems like it causes issues more than help with anything when we upload lead lists in SFDC vs uploading them into Marketo. We do this because we have a plugin in SFDC called "duplicate check" where you can run jobs checking for dupes in the system. At my previous company, we used HubSpot and ALWAYS uploaded lists into HubSpot and then pushed to SFDC. What's the best practice for Marketo?  does Marketo not check for the associated record in SFDC while syncing over? For example in HubSpot, the unique identifier is email address - so if the record already exists in SFDC - a new one would not be created.  Thank you in advance for helping!  ... View more