Tori_M_Forte

Level 3

Joined the community 23-03-2020

Level 3

Sr. Business Consultant

Philadelphia, PA

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Re: {{system.DateTime}} token doesn't work in Marketo form

by Tori_M_Forte 10-14-2020

Hi Anastasia,I'm not sure what would have made this stop working, but instead of doing the +days in the field, you can create smart campaigns to manage their Marketability/Snooze Preference, which could be easier to manage (it's how we recommend builds like this)! Smart List: Trigger of Data value c...

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2107 1 0
Re: Migration to new Salesforce platform, Lightening.

by Tori_M_Forte 04-27-2020

Hi Mark,There are definitely lots of "gotchas" and things to look for when moving from Classic to Lightning. The biggest, and where I'd recommend starting is determining with your SFDC team if your organization's move to Lightning entails moving to a completely new SFDC org. Marketo and SFDC instanc...

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2507 0 1
Re: Lead Generation

by Tori_M_Forte 04-14-2020

Hi Andre,You can set up a smart campaign that has a smart list of:(1) Trigger: Form Submission = your form(2) Filter: Field that captured the Question = the desired answerWith a flow of:(1) Sync to SFDC Campaign (documentation on this flow step is here)That will add the people who filled out your fo...

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2065 2 1
Re: Best practice to build a progressive scoring campaign?

by Tori_M_Forte 03-25-2020

Hi Thai - yes, you can build the score changes (the +2, +3) into smart campaigns flow steps directly OR reference tokens to make the score change. Both will technically work to change the score value. The main benefit of using tokens is the ability to make changes at scale, in one place (typically o...

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2693 1 0